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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 6 | 11.7K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 6 | 11.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 5 | 91.2K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 5 | 9.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Themes US Cash Flow Champions ETF Themes ETF Trust | 5 | 9.8K $ | 0.46 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 5 | 9.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 4 | 7.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 4 | 7.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 4 | 7.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 3 | 54.7K SEK | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 3 | 5.9K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 2 | 3.8K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 2 | 3.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 1 | 1.8K $ | 0.04 % | 0.00 % | as of May 31, 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 | 7.39 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 378 | -32 | 2,802,365 | -7.0 % |
| 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 |
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.
Cite this page
Titelia. "Fund shareholders of Markel Group Inc". https://titelia.com/en/stocks/markel-group-inc-US5705351048