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
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 3,9006.9M $1.38 %0.03 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 3,8786.9M $0.05 %0.03 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 3,8136.8M $1.03 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,7947.9M $0.02 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,7576.7M $0.03 %0.03 %as of Apr 30, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 3,7356.6M $0.40 %0.03 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 3,6206.9M $1.95 %0.03 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 3,6156.4M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 3,5006.2M $0.04 %0.03 %as of Apr 30, 2026 ↗
T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I 3,4766.7M $0.63 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 3,4176.1M $0.05 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,3576.4M $0.04 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 3,3045.9M $0.26 %0.03 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 3,2786.3M $1.19 %0.03 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,2095.7M $0.38 %0.03 %as of Apr 30, 2026 ↗
Gateway Fund Gateway Trust 3,1556M $0.09 %0.03 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 3,1045.9M $0.17 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 2,9535.2M $0.04 %0.02 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 2,9015.1M $0.03 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 2,8876M $0.06 %0.02 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,8595.9M $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 2,8035M $0.14 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,7414.9M $0.04 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 2,7285.7M $0.05 %0.02 %as of Feb 28, 2026 ↗
Davis Balanced Fund DAVIS SERIES INC 2,6405.1M $1.74 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 2,5514.5M $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,4284.3M $0.05 %0.02 %as of Apr 30, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 2,4225M $0.22 %0.02 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 2,4144.3M $0.04 %0.02 %as of Apr 30, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 2,4004.6M $2.04 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 2,3854.2M $0.16 %0.02 %as of Apr 30, 2026 ↗
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 2,3834.6M $1.74 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 2,34142.7M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 2,3224.4M $1.11 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 2,2044.6M $0.04 %0.02 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,2024.2M $0.04 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,2004.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 2,1984.2M $0.23 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 2,1583.8M $0.16 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 2,1214.1M $0.30 %0.02 %as of Mar 31, 2026 ↗
Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds 2,1024M $0.97 %0.02 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,0913.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,0814.3M $0.04 %0.02 %as of Feb 28, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 1,9983.8M $0.28 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 1,94735.5M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 1,9334M $0.62 %0.02 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,9134M $0.32 %0.02 %as of Feb 28, 2026 ↗
Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust 1,8963.6M $1.96 %0.02 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 1,8153.8M $0.62 %0.01 %as of Feb 28, 2026 ↗
Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc 1,7933.4M $3.30 %0.01 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 1,7863.2M $0.19 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,7603.4M $0.05 %0.01 %as of Mar 31, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 1,7503.3M $7.77 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 1,7423.6M $0.04 %0.01 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 1,6853.2M $0.19 %0.01 %as of Mar 31, 2026 ↗
DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust 1,6653.2M $1.14 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,6323.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,6233.1M $0.31 %0.01 %as of Mar 31, 2026 ↗
Needham Growth Fund Needham Funds Inc 1,5503M $1.60 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,5413.2M $0.19 %0.01 %as of Feb 28, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 1,5332.7M $0.01 %0.01 %as of Apr 30, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 1,5152.9M $5.12 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 1,4972.7M $0.03 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 1,4932.9M $0.55 %0.01 %as of Mar 31, 2026 ↗
SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS 1,4902.9M $1.25 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 1,4452.8M $1.18 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,4012.7M $0.62 %0.01 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 1,3902.7M $0.01 %0.01 %as of Mar 31, 2026 ↗
Davis Equity Portfolio DAVIS VARIABLE ACCOUNT FUND INC 1,3692.6M $2.45 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 1,3442.8M $0.18 %0.01 %as of Feb 28, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 1,3322.5M $0.01 %0.01 %as of Mar 31, 2026 ↗
Scharf Global Opportunity ETF Advisors Series Trust 1,3302.5M $1.71 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 1,2892.3M $0.15 %0.01 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,2742.6M $0.24 %0.01 %as of Feb 28, 2026 ↗
Davis Research Fund DAVIS NEW YORK VENTURE FUND INC 1,2502.2M $2.71 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 1,22422.3M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1,1642.4M $0.47 %0.01 %as of Feb 28, 2026 ↗
Storebrand USA Storebrand Asset Management AS 1,15421M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 1,1272.2M $0.10 %0.01 %as of Mar 31, 2026 ↗
MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND 1,1122.1M $0.60 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 1,0921.9M $0.04 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,0881.9M $0.08 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 1,0452.2M $0.03 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,0342M $0.53 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 1,02818.7M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 1,0221.8M $0.15 %0.01 %as of Apr 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 1,01418.5M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,0092.1M $0.04 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 9981.9M $0.19 %0.01 %as of Mar 31, 2026 ↗
Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II 9871.7M $0.74 %0.01 %as of Apr 30, 2026 ↗
Intrepid Capital Fund Intrepid Capital Management Funds Trust 9781.9M $1.75 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 9682M $0.04 %0.01 %as of Feb 28, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 9562M $0.34 %0.01 %as of Feb 28, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 9381.7M $1.63 %0.01 %as of Apr 30, 2026 ↗
Leuthold Core Investment Fund Managed Portfolio Series 9311.8M $0.33 %0.01 %as of Mar 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 9221.8M $0.02 %0.01 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 9131.9M $0.07 %0.01 %as of Feb 27, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9121.6M $0.06 %0.01 %as of Apr 30, 2026 ↗
MML Equity Fund MML Series Investment Fund II 9101.7M $0.19 %0.01 %as of Mar 31, 2026 ↗
M Capital Appreciation Fund M FUND INC 9021.7M $0.66 %0.01 %as of Mar 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 7.77 %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