Titelia

Fund shareholders of Markel Group Inc

ISIN US5705351048 · United States · LEI 549300SCNO12JLWIK605

Fund shareholders
454
Of which ETFs
140 314 other funds
Value held
5.7B $ 1.7B SEK · 2.9M €
Share of capital
25.1 % of 12.4M shares on Jul 22, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 379,459726.3M $0.04 %3.06 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 258,001493.8M $0.25 %2.08 %as of Mar 31, 2026 ↗
MidCap Fund Principal Funds, Inc 221,038391.8M $1.56 %1.78 %as of Apr 30, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 144,478276.5M $2.81 %1.17 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 140,600269.1M $0.33 %1.13 %as of Mar 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 125,227239.7M $1.10 %1.01 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 110,448211.4M $0.09 %0.89 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. 74,000141.6M $0.63 %0.60 %as of Mar 31, 2026 ↗
Davis New York Venture Fund DAVIS NEW YORK VENTURE FUND INC 70,672125.3M $1.67 %0.57 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 65,750136.3M $0.33 %0.53 %as of Feb 28, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 53,850103.1M $6.07 %0.43 %as of Mar 31, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 53,589971.2M SEK6.25 %0.43 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 47,71991.3M $0.19 %0.39 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 46,14881.8M $0.16 %0.37 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 45,43587M $0.30 %0.37 %as of Mar 31, 2026 ↗
Clipper Fund Clipper Funds Trust 42,25780.9M $6.05 %0.34 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 38,83174.3M $0.21 %0.31 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust 36,35069.6M $2.13 %0.29 %as of Mar 31, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 30,99959.3M $1.86 %0.25 %as of Mar 31, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 29,27156M $5.09 %0.24 %as of Mar 31, 2026 ↗
Selected American Shares SELECTED AMERICAN SHARES INC 24,15846.2M $2.37 %0.19 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 24,15350.1M $0.10 %0.19 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 23,56448.8M $0.04 %0.19 %as of Feb 28, 2026 ↗
Davis Select U.S. Equity ETF Davis Fundamental ETF Trust 23,10140.9M $3.53 %0.19 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 22,78143.6M $0.06 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 21,14043.8M $0.31 %0.17 %as of Feb 28, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 20,67539.6M $0.53 %0.17 %as of Mar 31, 2026 ↗
THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC 20,32836M $1.02 %0.16 %as of Apr 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 20,31636M $0.12 %0.16 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 18,65838.7M $0.04 %0.15 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 17,855325.6M SEK0.02 %0.14 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 17,07232.7M $0.18 %0.14 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS 16,49331.6M $0.45 %0.13 %as of Mar 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 15,91028.2M $0.43 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 15,81030.3M $0.04 %0.13 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 15,10726.8M $0.06 %0.12 %as of Apr 30, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 14,84226.3M $5.35 %0.12 %as of Apr 30, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 14,70828.2M $3.73 %0.12 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 14,29027.4M $0.19 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 14,04026.9M $0.04 %0.11 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust 13,85426.5M $2.03 %0.11 %as of Mar 31, 2026 ↗
Scharf ETF Advisors Series Trust 13,14725.2M $3.73 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 12,94626.8M $0.04 %0.10 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 12,90024.7M $0.62 %0.10 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 12,28523.5M $0.26 %0.10 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,02921.3M $0.06 %0.10 %as of Apr 30, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 11,43821.9M $2.17 %0.09 %as of Mar 31, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 11,30120M $4.27 %0.09 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 11,21123.2M $0.16 %0.09 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,87319.3M $0.05 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 10,34518.3M $0.03 %0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 10,24919.6M $0.02 %0.08 %as of Mar 31, 2026 ↗
Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB 9,826179.2M SEK0.17 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 9,77417.3M $0.02 %0.08 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 9,47616.8M $0.14 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,41616.7M $0.12 %0.08 %as of Apr 30, 2026 ↗
Davis Opportunity Fund DAVIS SERIES INC 9,26617.7M $3.00 %0.07 %as of Mar 31, 2026 ↗
DAVENPORT CORE LEADERS FUND Williamsburg Investment Trust 9,26317.7M $1.53 %0.07 %as of Mar 31, 2026 ↗
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 9,17016.3M $2.01 %0.07 %as of Apr 30, 2026 ↗
T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. 9,00017.2M $0.63 %0.07 %as of Mar 31, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 8,96018.6M $1.44 %0.07 %as of Feb 28, 2026 ↗
Davis Global Fund DAVIS NEW YORK VENTURE FUND INC 8,92015.8M $1.74 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 8,83116.9M $0.04 %0.07 %as of Mar 31, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 8,53216.3M $4.79 %0.07 %as of Mar 31, 2026 ↗
Davis Select Worldwide ETF Davis Fundamental ETF Trust 8,08714.3M $2.53 %0.07 %as of Apr 30, 2026 ↗
NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS 7,97014.1M $3.88 %0.06 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 7,85115M $0.06 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 7,42014.2M $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,41713.1M $0.03 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,36115.3M $0.04 %0.06 %as of Feb 28, 2026 ↗
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 6,90013.2M $0.48 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 6,88412.2M $0.36 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,71312.8M $0.02 %0.05 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,65711.8M $1.10 %0.05 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 6,63312.7M $0.26 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,54511.6M $0.03 %0.05 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 6,51513.5M $0.05 %0.05 %as of Feb 28, 2026 ↗
Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. 6,29712.1M $0.63 %0.05 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust 6,15511.8M $1.25 %0.05 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,91410.5M $0.81 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,91312.3M $0.07 %0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 5,88112.2M $0.05 %0.05 %as of Feb 28, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 5,86810.4M $0.04 %0.05 %as of Apr 30, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 5,83211.2M $0.67 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,75711M $0.04 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 5,61310.7M $2.89 %0.05 %as of Mar 31, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 5,61210.7M $2.15 %0.05 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 5,51110.5M $0.72 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 5,49011.4M $0.10 %0.04 %as of Feb 28, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 5,12610.6M $0.35 %0.04 %as of Feb 28, 2026 ↗
Needham Aggressive Growth Fund Needham Funds Inc 5,1009.8M $0.62 %0.04 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 5,0189.6M $0.03 %0.04 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 4,5808.1M $0.14 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,4558.5M $0.32 %0.04 %as of Mar 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 4,1307.9M $0.25 %0.03 %as of Mar 31, 2026 ↗
HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC 4,0457.7M $1.19 %0.03 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 4,0347.2M $0.05 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 4,0277.1M $0.03 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 3,9637.6M $1.82 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 3,9497M $0.02 %0.03 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 7.77 %as of Mar 31, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 6.25 %as of Mar 31, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 6.07 %as of Mar 31, 2026 ↗
Clipper Fund Clipper Funds Trust 6.05 %as of Mar 31, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 5.35 %as of Apr 30, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 5.12 %as of Mar 31, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 5.09 %as of Mar 31, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 4.79 %as of Mar 31, 2026 ↗
JDS CAPITAL GROWTH&VALUE, FI INVERSIS GESTIÓN, S.A., SGIIC 4.48 %as of Dec 31, 2025 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 4.27 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2410+143,012,732-4.7 %
2026Q1396-53,162,905-5.5 %
2025Q4401-83,347,328-3.0 %
2025Q3409-43,451,396-4.3 %
2025Q2413+43,607,617+1.6 %
2025Q1409-23,550,243+0.7 %
2024Q4411+173,524,975-0.3 %
2024Q3394+173,535,987-0.6 %
2024Q2377-113,556,650+0.1 %
2024Q1388+33,553,319+2.9 %
2023Q43853,452,866

Institutional managers

911 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.710,6061.4B $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC401,876769.3M $as of Mar 31, 2026
Davis Selected Advisers383,433734M $as of Mar 31, 2026
Select Equity Group, L.P.377,643722.8M $as of Mar 31, 2026
MORGAN STANLEY357,087683.5M $as of Mar 31, 2026
STATE STREET CORP306,990587.6M $as of Mar 31, 2026
Boston Partners250,972480.4M $as of Mar 31, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.226,148432.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC221,693423.1M $as of Mar 31, 2026
DAVENPORT & Co LLC207,172395.5M $as of Mar 31, 2026
BAILLIE GIFFORD & CO175,068335.1M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.155,383297.4K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP136,985262.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/136,084260.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP106,673204.2M $as of Mar 31, 2026
Bank Julius Baer & Co. Ltd, Zurich97,383185.6M $as of Mar 31, 2026
Madison Avenue Partners, LP87,889168.2M $as of Mar 31, 2026
Fenimore Asset Management Inc86,606165.8M $as of Mar 31, 2026
NORTHERN TRUST CORP85,656164M $as of Mar 31, 2026
Douglass Winthrop Advisors, LLC80,498154.1M $as of Mar 31, 2026
Polar Capital Holdings Plc80,000153.1M $as of Mar 31, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/79,800152.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC77,785148.9M $as of Mar 31, 2026
BARR E S & CO77,222147.8M $as of Mar 31, 2026
CHECK CAPITAL MANAGEMENT INC/CA76,886147.2M $as of Mar 31, 2026

Declared shareholders of Markel Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.20 %654,077as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Markel Group Inc

122 funds declare 326 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND843.2M $as of Mar 31, 2026
AST Multi-Sector Fixed Income Portfolio740.5M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND834.7M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF818.9M $as of Feb 28, 2026
PGIM Total Return Bond Fund318.9M $as of Apr 30, 2026
Fidelity U.S. Bond Index Fund314M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND29.9M $as of Feb 28, 2026
Invesco Equity and Income Fund28.6M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF97.1M $as of Feb 28, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND45.8M $as of Feb 28, 2026
Permanent Portfolio14.9M $as of Apr 30, 2026
Short-Term Income Fund14.6M $as of Apr 30, 2026
Multi-Manager Total Return Bond Strategies Fund14.6M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24.4M $as of Mar 31, 2026
Fidelity Series Bond Index Fund34.3M $as of Feb 28, 2026
VANGUARD LONG-TERM BOND INDEX FUND64.2M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF83.9M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF23.2M $as of Feb 28, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF72.8M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF22.8M $as of Mar 31, 2026
Nuveen Bond Index Fund72.7M $as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND72.5M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF12.5M $as of Apr 30, 2026
iShares iBonds Dec 2027 Term Corporate ETF12.5M $as of Apr 30, 2026
iShares U.S. Long Credit Bond Index Fund62.4M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Markel Group Inc". https://titelia.com/en/stocks/markel-group-inc-US5705351048