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
RMB SMID Cap Fund RMB Investors Trust 8951.7M $2.90 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 8911.6M $0.15 %0.01 %as of Apr 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 8901.7M $0.05 %0.01 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 8611.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 8541.6M $0.32 %0.01 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 8531.6M $0.30 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 8361.6M $0.04 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 8131.6M $0.47 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 8121.4M $0.03 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8091.7M $0.04 %0.01 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 7721.5M $0.10 %0.01 %as of Mar 31, 2026 ↗
The MidCap Growth Fund COMMERCE FUNDS 7451.3M $1.02 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 7241.3M $0.02 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7221.3M $0.04 %0.01 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 71913.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Scharf Multi-Asset Opportunity Fund Advisors Series Trust 7131.4M $2.82 %0.01 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 7011.5M $0.07 %0.01 %as of Feb 28, 2026 ↗
SEB USA Exposure SEB Funds AB 69412.7M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 6771.4M $0.11 %0.01 %as of Feb 28, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 6551.3M $0.32 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 6431.3M $0.05 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6221.2M $0.19 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 5941.1M $0.03 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 5701.1M $0.11 %0.00 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 5651.2M $1.60 %0.00 %as of Feb 28, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 5611.2M $0.17 %0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 557987.3K $0.12 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 544964.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5351M $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 532943K $0.03 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 483924.5K $0.22 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 476911.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Touchstone ETF Trust-Touchstone US Large Cap Focused ETF Touchstone ETF Trust 475909.2K $1.75 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 467967.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Spets ISEC Services AB 4498.1M SEK2.56 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 444920.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 439909.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 430823.1K $0.19 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 426815.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 425813.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 424878.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 423876.7K $0.28 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 418866.3K $0.38 %0.00 %as of Feb 27, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 412788.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Value Opportunities TRANSAMERICA FUNDS 412730.3K $0.32 %0.00 %as of Apr 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 4047.4M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 3967.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 387685.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 382731.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 357739.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 354627.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 350669.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 345660.4K $2.31 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 3436.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 343656.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 341706.7K $0.10 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 334639.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 323572.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 320663.2K $0.12 %0.00 %as of Feb 28, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 320567.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 318563.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 316604.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 314650.8K $0.28 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 312553K $0.40 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 311595.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 308545.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 299530K $0.22 %0.00 %as of Apr 30, 2026 ↗
Leuthold Select Industries ETF Managed Portfolio Series 288551.3K $0.42 %0.00 %as of Mar 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Balanced Fund Touchstone Variable Series Trust 287549.3K $1.24 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 287549.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 286547.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 286547.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 282584.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 2805.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 275569.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 274524.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 272520.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 263545.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 2604.7M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 257491.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 256490K $0.04 %0.00 %as of Mar 31, 2026 ↗
Movestic Global Investmentbolag Movestic Fonder AB 2524.6M SEK0.63 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 251480.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 250443.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 240459.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Cromwell Tran Focus Fund Total Fund Solution 235449.8K $2.03 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 232411.2K $0.06 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 231409.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 227470.5K $2.88 %0.00 %as of Feb 27, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 227434.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 227434.5K $0.87 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 226468.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 226432.6K $0.15 %0.00 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 215411.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 213407.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 213377.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 209400K $0.06 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 202358K $0.02 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 201384.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 201356.3K $0.08 %0.00 %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