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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI | 36 | 68.9K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 35 | 62K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Leuthold Global Fund Managed Portfolio Series | 34 | 65.1K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 31 | 59.3K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 30 | 547K SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 30 | 62.2K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 30 | 57.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 29 | 528.8K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 29 | 55.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 29 | 55.5K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 28 | 58K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 23 | 44K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 22 | 42.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 22 | 39K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust | 21 | 37.2K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 19 | 36.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 18 | 34.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 18 | 34.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust | 18 | 31.9K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 16 | 30.6K $ | 2.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 15 | 28.7K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 15 | 28.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 15 | 26.6K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 13 | 26.9K $ | 0.30 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 13 | 23K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 12 | 218.8K SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 12 | 24.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 12 | 23K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 12 | 23K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 12 | 23K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 11 | 21.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 10 | 182.3K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 10 | 17.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Themes US Cash Flow Champions ETF Themes ETF Trust | 7 | 13.4K $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 7 | 13.4K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 6 | 11.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 6 | 10.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 5 | 91.2K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 5 | 10.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 4 | 8.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 3 | 54.7K SEK | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 3 | 5.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 3 | 5.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST | 2 | 3.8K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 1 | 2.1K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 1 | 1.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JDS CAPITAL GROWTH&VALUE, FI INVERSIS GESTIÓN, S.A., SGIIC | 1.8M € | 4.48 % | as of Dec 31, 2025 ↗ | ||
| TRESSIS CAUDAL, FI TRESSIS CAUDAL / ARLANZA TRESSIS GESTION, S.G.I.I.C., S.A. | 594.8K € | 0.96 % | as of Dec 31, 2025 ↗ | ||
| TRESSIS CAUDAL, FI TRESSIS CAUDAL / GENIL TRESSIS GESTION, S.G.I.I.C., S.A. | 173.9K € | 1.22 % | as of Dec 31, 2025 ↗ | ||
| SIROCO TENDENCIAS ISR, FI TRESSIS GESTION, S.G.I.I.C., S.A. | 146.4K € | 0.79 % | as of Dec 31, 2025 ↗ | ||
| BALTIA GLOBAL,FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 71.4K € | 1.27 % | as of Dec 31, 2025 ↗ | ||
| GESTIÓN BOUTIQUE III, FI GESTION BOUTIQUE III/AG SELECCION INTERNACIONAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 67.7K € | 1.76 % | as of Dec 31, 2025 ↗ | ||
| TRESSIS CAUDAL, FI TRESSIS CAUDAL / UROLA TRESSIS GESTION, S.G.I.I.C., S.A. | 42.1K € | 0.21 % | as of Dec 31, 2025 ↗ | ||
| MERIDIONAL DE TITULOS, SICAV S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 25.6K € | 0.20 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 410 | +14 | 3,012,732 | -4.7 % |
| 2026Q1 | 396 | -5 | 3,162,905 | -5.5 % |
| 2025Q4 | 401 | -8 | 3,347,328 | -3.0 % |
| 2025Q3 | 409 | -4 | 3,451,396 | -4.3 % |
| 2025Q2 | 413 | +4 | 3,607,617 | +1.6 % |
| 2025Q1 | 409 | -2 | 3,550,243 | +0.7 % |
| 2024Q4 | 411 | +17 | 3,524,975 | -0.3 % |
| 2024Q3 | 394 | +17 | 3,535,987 | -0.6 % |
| 2024Q2 | 377 | -11 | 3,556,650 | +0.1 % |
| 2024Q1 | 388 | +3 | 3,553,319 | +2.9 % |
| 2023Q4 | 385 | 3,452,866 |
Institutional managers
911 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 710,606 | 1.4B $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 401,876 | 769.3M $ | as of Mar 31, 2026 |
| Davis Selected Advisers | 383,433 | 734M $ | as of Mar 31, 2026 |
| Select Equity Group, L.P. | 377,643 | 722.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 357,087 | 683.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 306,990 | 587.6M $ | as of Mar 31, 2026 |
| Boston Partners | 250,972 | 480.4M $ | as of Mar 31, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 226,148 | 432.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 221,693 | 423.1M $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 207,172 | 395.5M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 175,068 | 335.1M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 155,383 | 297.4K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 136,985 | 262.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 136,084 | 260.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 106,673 | 204.2M $ | as of Mar 31, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | 97,383 | 185.6M $ | as of Mar 31, 2026 |
| Madison Avenue Partners, LP | 87,889 | 168.2M $ | as of Mar 31, 2026 |
| Fenimore Asset Management Inc | 86,606 | 165.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 85,656 | 164M $ | as of Mar 31, 2026 |
| Douglass Winthrop Advisors, LLC | 80,498 | 154.1M $ | as of Mar 31, 2026 |
| Polar Capital Holdings Plc | 80,000 | 153.1M $ | as of Mar 31, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 79,800 | 152.7M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 77,785 | 148.9M $ | as of Mar 31, 2026 |
| BARR E S & CO | 77,222 | 147.8M $ | as of Mar 31, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | 76,886 | 147.2M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.20 % | 654,077 | as 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.
Cite this page
Titelia. "Fund shareholders of Markel Group Inc". https://titelia.com/en/stocks/markel-group-inc-US5705351048