Titelia

Fund shareholders of Markel Group Inc

ISIN US5705351048 · United States · LEI 549300SCNO12JLWIK605

Fund shareholders
422
Of which ETFs
131 291 other funds
Value held
≈ 5.6B $ 5.4B $ · 1.7B SEK · 2.9M €
Share of capital
23.4 % of 12.4M shares on Jul 22, 2026
FundSharesValueWeight in fundShare of capital
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 3,6787.2M $1.27 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 3,5766.7M $0.04 %0.03 %as of Jul 31, 2026 ↗
Davis Balanced Fund DAVIS SERIES INC 3,5106.9M $2.15 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 3,4276.5M $0.05 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,3296.5M $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 3,3056.2M $0.26 %0.03 %as of Jul 31, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 3,3006.4M $1.91 %0.03 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,2585.9M $0.01 %0.03 %as of May 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 2,9115.7M $1.05 %0.02 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,8865.4M $0.35 %0.02 %as of Jul 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 2,8685.4M $0.04 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,8365.3M $0.04 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 2,8265.1M $0.04 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 2,6385M $0.05 %0.02 %as of Jul 31, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 2,6005.1M $2.26 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 2,4994.7M $0.17 %0.02 %as of Jul 31, 2026 ↗
Quality Equity Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 2,4634.8M $0.49 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,4284.6M $0.05 %0.02 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 2,34142.7M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,3274.5M $0.04 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 2,3114.5M $0.24 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 2,2944.3M $0.17 %0.02 %as of Jul 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 2,2084.2M $0.20 %0.02 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 2,1984.3M $0.20 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 2,1784M $0.03 %0.02 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,0913.9M $0.07 %0.02 %as of Jul 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 2,0564M $0.29 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,0533.7M $0.03 %0.02 %as of May 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 2,0373.7M $0.54 %0.02 %as of May 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 1,9983.9M $0.36 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 1,94735.5M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,9423.8M $0.03 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,9353.5M $0.20 %0.02 %as of May 31, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 1,9303.8M $1.65 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,9233.5M $0.27 %0.02 %as of May 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust 1,8963.7M $1.87 %0.02 %as of Jun 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 1,8153.3M $0.56 %0.01 %as of May 31, 2026 ↗
Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc 1,7933.5M $3.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 1,7533.2M $0.03 %0.01 %as of May 31, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 1,7503.4M $7.39 %0.01 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 1,6913.2M $0.04 %0.01 %as of Jul 31, 2026 ↗
Needham Growth Fund Needham Funds Inc 1,6753.3M $1.12 %0.01 %as of Jun 30, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 1,6653.3M $5.57 %0.01 %as of Jun 30, 2026 ↗
DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust 1,6653.3M $1.14 %0.01 %as of Jun 30, 2026 ↗
Davis Research Fund DAVIS NEW YORK VENTURE FUND INC 1,6503.1M $3.51 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,6323.2M $0.05 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,6233.2M $0.27 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,5922.9M $0.68 %0.01 %as of May 31, 2026 ↗
Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds 1,5473M $0.88 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 1,4792.7M $0.15 %0.01 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,4602.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 1,4212.7M $0.16 %0.01 %as of Jul 31, 2026 ↗
SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS 1,3852.7M $1.10 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Growth Fund BlackRock Funds 1,3822.5M $0.13 %0.01 %as of May 29, 2026 ↗
Davis Equity Portfolio DAVIS VARIABLE ACCOUNT FUND INC 1,3692.7M $2.30 %0.01 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 1,3322.6M $0.01 %0.01 %as of Jun 30, 2026 ↗
Scharf Global Opportunity ETF Advisors Series Trust 1,3112.6M $1.60 %0.01 %as of Jun 30, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 1,2982.5M $0.01 %0.01 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,2792.3M $0.21 %0.01 %as of May 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 1,22422.3M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 1,15421M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 1,1442.1M $0.03 %0.01 %as of May 31, 2026 ↗
Boston Partners Global Equity Fund RBB Fund, Inc. 1,1142M $0.65 %0.01 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1,1032M $0.32 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,1012.2M $0.43 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 1,0942.1M $0.04 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,0471.9M $0.03 %0.01 %as of May 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 1,02818.7M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 1,01418.5M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 1,0141.8M $0.03 %0.01 %as of May 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,0102M $0.12 %0.01 %as of Jun 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 1,0061.8M $0.06 %0.01 %as of May 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 1,0001.9M $0.15 %0.01 %as of Jul 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 9801.8M $0.07 %0.01 %as of May 31, 2026 ↗
M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II 9791.9M $0.61 %0.01 %as of Jun 30, 2026 ↗
Intrepid Capital Fund Intrepid Capital Management Funds Trust 9781.9M $1.53 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 9581.9M $0.17 %0.01 %as of Jun 30, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 9561.7M $0.30 %0.01 %as of May 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 9331.8M $0.60 %0.01 %as of Jun 30, 2026 ↗
Leuthold Core Investment Fund Managed Portfolio Series 9311.8M $0.33 %0.01 %as of Jun 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9121.7M $0.06 %0.01 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 9091.8M $0.06 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9061.7M $0.07 %0.01 %as of Jul 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 8951.7M $0.89 %0.01 %as of Jun 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 8901.7M $0.04 %0.01 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 8801.7M $0.18 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 8771.7M $0.05 %0.01 %as of Jul 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 8531.7M $0.27 %0.01 %as of Jun 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 8531.7M $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 8361.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 8161.6M $0.30 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7971.5M $0.04 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 7881.5M $0.03 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 7841.4M $0.18 %0.01 %as of May 31, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 7541.5M $1.82 %0.01 %as of Jun 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 71913.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 7171.3M $0.09 %0.01 %as of May 31, 2026 ↗
Scharf Multi-Asset Opportunity Fund Advisors Series Trust 7131.4M $2.92 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 7121.4M $0.41 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 7111.3M $0.02 %0.01 %as of Jul 31, 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 7.39 %as of Jun 30, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 6.25 %as of Mar 31, 2026 ↗
Hennessy Focus Fund Hennessy Funds Trust 6.05 %as of Jul 31, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 5.98 %as of Jun 30, 2026 ↗
Clipper Fund Clipper Funds Trust 5.91 %as of Jun 30, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 5.78 %as of Jun 30, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 5.77 %as of Jul 31, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 5.57 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 5.41 %as of Jun 30, 2026 ↗
Scharf ETF Advisors Series Trust 5.40 %as of Jun 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
2026Q3378-322,802,365-7.0 %
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

Funds holding the debt of Markel Group Inc

126 funds declare 329 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 FUND843.9M $as of Jun 30, 2026
AST Multi-Sector Fixed Income Portfolio741.5M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND835.4M $as of Jun 30, 2026
PGIM Total Return Bond Fund318.5M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF817.7M $as of May 31, 2026
Dimensional Ultrashort Fixed Income ETF114.6M $as of Jul 31, 2026
Fidelity U.S. Bond Index Fund313.8M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND29.8M $as of May 31, 2026
Invesco Equity and Income Fund28.3M $as of May 31, 2026
Permanent Portfolio17.3M $as of Jul 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF96.5M $as of May 31, 2026
Short-Term Income Fund14.7M $as of Jul 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND54.5M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24.5M $as of Jun 30, 2026
Multi-Manager Total Return Bond Strategies Fund14.5M $as of May 31, 2026
iShares Core Universal USD Bond ETF84.2M $as of Jul 31, 2026
Fidelity Series Bond Index Fund34.2M $as of May 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND64.2M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF23.7M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF22.9M $as of Jun 30, 2026
Nuveen Bond Index Fund72.7M $as of Jun 30, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF72.6M $as of May 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF12.6M $as of Jul 31, 2026
VANGUARD BALANCED INDEX FUND72.6M $as of Jun 30, 2026
iShares U.S. Long Credit Bond Index Fund62.4M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Markel Group Inc". https://titelia.com/en/stocks/markel-group-inc-US5705351048