Who holds MKLticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MARKEL GROUP INC · COM · quarter ended 2026-03-31 · 6 members disclosed MKL ↗

727

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$14.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

320

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MKL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	710,606	−685	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.0B	544,507	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	524,201	—	no prior
4	PRINCIPAL FINANCIAL GROUP INC	$769M	401,876	−131,259	trim
5	Select Equity Group, L.P.	$723M	377,643	−50,239	trim
6	MORGAN STANLEY	$683M	357,087	−35,077	trim
7	STATE STREET CORP	$588M	306,990	+2,077	add
8	Boston Partners	$480M	250,972	−11,179	trim
9	GEODE CAPITAL MANAGEMENT, LLC	$423M	221,693	−3,271	trim
10	DAVENPORT & Co LLC	$395M	207,172	−2,827	trim
11	DIMENSIONAL FUND ADVISORS LP	$262M	136,985	+6,428	add
12	BANK OF AMERICA CORP /DE/	$260M	136,084	−11,196	trim
13	WELLINGTON MANAGEMENT GROUP LLP	$204M	106,673	−5,223	trim
14	Bank Julius Baer & Co. Ltd, Zurich	$186M	97,383	−540	trim
15	Madison Avenue Partners, LP	$168M	87,889	0	no change
16	NORTHERN TRUST CORP	$164M	85,656	+1,037	add
17	Douglass Winthrop Advisors, LLC	$154M	80,498	−1,440	trim
18	Polar Capital Holdings Plc	$153M	80,000	+3,000	add
19	VANGUARD FIDUCIARY TRUST CO	$149M	77,976	—	no prior
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$149M	77,785	+135	add
21	BARR E S & CO	$148M	77,222	−752	trim
22	JANA Partners Management, LP	$144M	75,307	−5,912	trim
23	Qube Research & Technologies Ltd	$137M	71,709	+53,076	add
24	JENNISON ASSOCIATES LLC	$137M	71,444	−1,755	trim
25	Legal & General Group Plc	$135M	70,695	+1,738	add
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$135M	70,574	+3,186	add
27	RAYMOND JAMES FINANCIAL INC	$130M	67,890	+169	add
28	HighTower Advisors, LLC	$120M	62,653	−3,049	trim
29	SCHARF INVESTMENTS, LLC	$117M	61,142	−8,061	trim
30	WELLS FARGO & COMPANY/MN	$113M	59,123	+994	add
31	Epoch Investment Partners, Inc.	$112M	58,290	−12,152	trim
32	UBS Group AG	$101M	52,739	+21,048	add
33	TD ASSET MANAGEMENT INC	$94.0M	49,086	−6,989	trim
34	AVENIR CORP	$87.7M	45,832	−540	trim
35	ROYAL BANK OF CANADA	$81.8M	42,729	+678	add
36	Quilter Plc	$74.0M	38,670	+2,348	add
37	ENVESTNET ASSET MANAGEMENT INC	$72.1M	37,673	−3,989	trim
38	Swiss National Bank	$70.8M	37,000	+2,330	add
39	Bank of New York Mellon Corp	$69.8M	36,490	−2,572	trim
40	JANE STREET GROUP, LLC	$66.8M	34,881	+16,471	add
41	RENAISSANCE TECHNOLOGIES LLC	$66.3M	34,621	+8,590	add
42	ANCHOR CAPITAL ADVISORS LLC	$62.1M	32,435	−487	trim
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$59.2M	30,920	−2,589	trim
44	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$56.8M	29,693	+14,056	add
45	HSBC HOLDINGS PLC	$54.9M	28,697	−8,411	trim
46	Sather Financial Group Inc	$52.7M	27,537	+59	add
47	Sumitomo Mitsui Trust Group, Inc.	$52.7M	27,526	−1,469	trim
48	Amundi	$51.1M	26,716	+527	add
49	DF DENT & CO INC	$50.8M	26,536	−7,798	trim
50	DEUTSCHE BANK AG\	$49.9M	26,079	−4,078	trim
51	Capco Asset Management, LLC	$49.5M	25,839	−255	trim
52	Greenbrier Partners Capital Management, LLC	$49.0M	25,616	−962	trim
53	Invesco Ltd.	$44.3M	23,156	+3,998	add
54	GREENLEA LANE CAPITAL MANAGEMENT, LLC	$43.2M	22,555	−350	trim
55	COOKE & BIELER LP	$41.5M	21,707	−10,340	trim
56	VANGUARD ASSET MANAGEMENT, Ltd	$40.1M	20,939	—	no prior
57	National Pension Service	$39.5M	20,627	+20,627	new
58	COUNTRY TRUST BANK	$39.4M	20,561	+277	add
59	Lafayette Investments, Inc.	$38.1M	19,901	−492	trim
60	BECK MACK & OLIVER LLC	$37.5M	19,611	−1,990	trim
61	Mraz, Amerine & Associates, Inc.	$36.6M	19,137	+199	add
62	Lincoln Capital LLC	$34.8M	18,181	+779	add
63	Mitsubishi UFJ Trust & Banking Corp	$34.7M	18,133	−3,746	trim
64	Nuveen, LLC	$34.5M	18,014	+88	add
65	PINNACLE ASSOCIATES LTD	$34.4M	17,948	−288	trim
66	OSLO PENSJONSFORSIKRING AS	$32.4M	16,910	—	no prior
67	FRANKLIN RESOURCES INC	$31.0M	16,181	+5,403	add
68	MILLENNIUM MANAGEMENT LLC	$28.8M	15,059	+2,909	add
69	Tidal Investments LLC	$28.7M	14,983	−352	trim
70	RHUMBLINE ADVISERS	$28.7M	14,975	−392	trim
71	BARCLAYS PLC	$27.2M	14,185	−1,800	trim
72	Korea Investment CORP	$26.8M	13,982	+4,921	add
73	Poehling Capital Management, INC.	$25.7M	13,433	+211	add
74	Mitsubishi UFJ Asset Management Co., Ltd.	$25.0M	13,085	+601	add
75	AQR CAPITAL MANAGEMENT LLC	$24.8M	13,094	−2,509	trim
76	AMERICAN CENTURY COMPANIES INC	$23.7M	12,386	−5,956	trim
77	FIRST TRUST ADVISORS LP	$23.2M	12,131	−11,351	trim
78	FMR LLC	$22.5M	11,754	−580	trim
79	DANSKE BANK A/S	$22.5M	11,729	−524	trim
80	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$22.0M	11,475	+9,208	add
81	Janus Henderson Group Ltd.	$21.8M	11,417	−3,486	trim
82	PYA Waltman Capital, LLC	$21.8M	11,398	+244	add
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$21.6M	11,298	−939	trim
84	AVIVA PLC	$20.0M	10,438	+293	add
85	Swedbank AB	$19.3M	10,103	−702	trim
86	STANSBERRY ASSET MANAGEMENT, LLC	$18.2M	9,515	−2,980	trim
87	APG Asset Management N.V.	$18.0M	10,857	−650	trim
88	Illinois Municipal Retirement Fund	$18.0M	9,409	−777	trim
89	Rockbridge Asset Management LLC	$18.0M	9,389	+392	add
90	Smith Salley Wealth Management	$17.6M	9,172	+70	add
91	Gotham Asset Management, LLC	$17.6M	9,171	+2,986	add
92	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.4M	9,067	+2	add
93	LPL Financial LLC	$17.2M	8,993	+322	add
94	BROWN ADVISORY INC	$17.1M	8,913	+269	add
95	Point72 Asset Management, L.P.	$16.2M	8,448	+8,448	new
96	Focus Partners Wealth	$15.8M	8,262	−18	trim
97	HUTCHINSON CAPITAL MANAGEMENT/CA	$15.6M	8,150	−72	trim
98	KIRR MARBACH & CO LLC /IN/	$15.5M	8,118	+5	add
99	Seneca House Advisors	$15.4M	8,054	+408	add
100	Squarepoint Ops LLC	$15.3M	8,017	+7,719	add
101	Evelyn Partners Investment Management LLP	$14.9M	7,772	+121	add
102	MARTINGALE ASSET MANAGEMENT L P	$14.7M	7,674	−274	trim
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$14.3M	7,523	−123	trim
104	BLAIR WILLIAM & CO/IL	$14.0M	7,312	−395	trim
105	Heritage Wealth Advisors	$13.9M	7,272	−693	trim
106	Creative Planning	$13.7M	7,133	+183	add
107	ExodusPoint Capital Management, LP	$13.6M	7,112	+4,418	add
108	STATE OF WISCONSIN INVESTMENT BOARD	$13.6M	7,080	+267	add
109	ROYAL LONDON ASSET MANAGEMENT LTD	$13.5M	7,065	0	no change
110	Luma Capital S.A. - SPF	$13.5M	7,032	0	no change
111	VICTORY CAPITAL MANAGEMENT INC	$13.2M	6,908	+654	add
112	Solidarity Wealth, LLC	$13.1M	6,833	+690	add
113	NEEDHAM INVESTMENT MANAGEMENT LLC	$12.8M	6,700	+475	add
114	Regency Capital Management Inc.\DE	$12.8M	6,667	−59	trim
115	NEW YORK STATE COMMON RETIREMENT FUND	$12.5M	6,555	0	no change
116	SEI INVESTMENTS CO	$12.2M	6,365	−9	trim
117	CITIGROUP INC	$12.1M	6,329	−255	trim
118	Vanguard Investments Australia, Ltd.	$12.0M	6,283	—	no prior
119	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.0M	6,271	+703	add
120	Vanguard Global Advisers, LLC	$11.9M	6,238	—	no prior
121	Live Oak Private Wealth LLC	$11.8M	6,167	−59	trim
122	Pictet Asset Management Holding SA	$11.8M	6,151	+452	add
123	Aberdeen Group plc	$11.6M	6,049	+303	add
124	CIBC WORLD MARKET INC.	$11.6M	6,040	+544	add
125	ALLIANCEBERNSTEIN L.P.	$11.0M	5,110	−287	trim
126	CANERECTOR INC	$10.8M	5,635	0	no change
127	FULLER & THALER ASSET MANAGEMENT, INC.	$10.7M	5,615	+5,615	new
128	Man Group plc	$10.7M	5,567	+2,311	add
129	FIRST NATIONAL BANK OF OMAHA	$10.6M	5,521	−782	trim
130	Berkeley, Inc	$10.4M	5,430	+227	add
131	Tredje AP-fonden	$10.3M	5,365	+4,159	add
132	Assenagon Asset Management S.A.	$10.2M	5,344	+2,042	add
133	Cerity Partners LLC	$9.7M	5,057	+550	add
134	STOREBRAND ASSET MANAGEMENT AS	$9.2M	4,790	—	no prior
135	Asset Management One Co., Ltd.	$9.1M	4,777	−193	trim
136	Chapman Investment Management, LLC	$9.1M	4,760	−24	trim
137	AMERIPRISE FINANCIAL INC	$9.0M	4,725	+148	add
138	KLP KAPITALFORVALTNING AS	$8.9M	4,630	0	no change
139	Prana Capital Management, LP	$8.8M	4,615	+4,615	new
140	CITADEL ADVISORS LLC	$8.8M	4,572	+4,475	add
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.6M	4,512	+1,825	add
142	STIFEL FINANCIAL CORP	$8.5M	4,437	−389	trim
143	Redmond Asset Management, LLC	$8.4M	4,387	−122	trim
144	Quantinno Capital Management LP	$8.3M	4,341	+1,417	add
145	Resona Asset Management Co.,Ltd.	$8.2M	4,315	+124	add
146	Clear Harbor Asset Management, LLC	$8.2M	4,302	+156	add
147	DONALDSON CAPITAL MANAGEMENT, LLC	$8.1M	4,227	+4,227	new
148	NOMURA ASSET MANAGEMENT CO LTD	$8.1M	4,226	+225	add
149	Riverview Capital Advisers, LLC	$8.0M	4,196	+20	add
150	State of New Jersey Common Pension Fund D	$7.9M	4,121	0	no change
151	Marex Group Ltd	$7.7M	4,012	−1	trim
152	Lighthouse Investment Partners, LLC	$7.7M	4,004	+4,004	new
153	Pathstone Holdings, LLC	$7.6M	3,969	+75	add
154	CULBERTSON A N & CO INC	$7.6M	3,952	+940	add
155	Lansforsakringar Fondforvaltning AB (publ)	$7.6M	3,950	−36	trim
156	HENNESSY ADVISORS INC	$7.5M	3,900	−100	trim
157	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.4M	3,877	−94	trim
158	D. E. Shaw & Co., Inc.	$7.2M	3,753	+70	add
159	Greenline Partners, LLC	$7.1M	3,728	0	no change
160	Evergreen Wealth Management, LLC	$7.1M	3,728	+112	add
161	BALYASNY ASSET MANAGEMENT L.P.	$7.0M	3,683	+3,683	new
162	SEIZERT CAPITAL PARTNERS, LLC	$7.0M	3,641	−377	trim
163	BNP Paribas Asset Management Holding S.A.	$6.9M	3,610	−186	trim
164	Hi-Line Capital Management, LLC	$6.9M	3,607	−357	trim
165	GHP Investment Advisors, Inc.	$6.9M	3,589	+126	add
166	Vantage Investment Partners, LLC	$6.8M	3,564	+37	add
167	Buttonwood Financial Advisors Inc.	$6.8M	3,558	+20	add
168	GATEWAY INVESTMENT ADVISERS LLC	$6.8M	3,548	+8	add
169	NATIONAL BANK OF CANADA /FI/	$6.8M	3,545	+119	add
170	MAI Capital Management	$6.6M	3,466	−62	trim
171	Alpha Omega Wealth Management LLC	$6.6M	3,445	+101	add
172	Arizona State Retirement System	$6.6M	3,432	−40	trim
173	FIRST MANHATTAN CO. LLC.	$6.5M	3,394	−2,873	trim
174	Corient Private Wealth LLC	$6.5M	3,630	−3,555	trim
175	NWF Advisory Services Inc.	$6.4M	3,366	+96	add
176	LOWE BROCKENBROUGH & CO INC	$6.4M	3,344	−170	trim
177	Roundview Capital LLC	$6.0M	3,156	+7	add
178	Rockefeller Capital Management L.P.	$6.0M	3,144	+1,577	add
179	BCV Asset Management Inc.	$6.0M	3,142	+66	add
180	Northstar Group, Inc.	$5.9M	3,100	+220	add
181	OP Asset Management Ltd	$5.9M	3,092	—	no prior
182	WEDGE CAPITAL MANAGEMENT L L P/NC	$5.9M	3,081	−1,216	trim
183	OSAIC HOLDINGS, INC.	$5.9M	3,077	−317	trim
184	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.9M	3,076	+223	add
185	Steward Partners Investment Advisory, LLC	$5.9M	3,057	+151	add
186	Chemistry Wealth Management LLC	$5.7M	3,004	+44	add
187	CANADA PENSION PLAN INVESTMENT BOARD	$5.7M	3,000	+1,990	add
188	BANK OF MONTREAL /CAN/	$5.6M	2,936	+57	add
189	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.6M	2,927	+2,927	new
190	Cetera Investment Advisers	$5.6M	2,927	+176	add
191	GoodHaven Capital Management, LLC	$5.6M	2,922	+24	add
192	MONTAG A & ASSOCIATES INC	$5.5M	2,876	−200	trim
193	&PARTNERS	$5.4M	2,866	−13	trim
194	DnB Asset Management AS	$5.4M	2,814	+4	add
195	Adalta Capital Management LLC	$5.3M	2,775	+43	add
196	MACKENZIE FINANCIAL CORP	$5.3M	2,771	+73	add
197	SEB Asset Management AB	$5.2M	2,711	—	no prior
198	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.1M	2,664	−1,699	trim
199	Ervin Investment Management, LLC	$5.0M	2,635	+45	add
200	BAXTER BROS INC	$5.0M	2,613	+76	add
201	Jain Global LLC	$5.0M	2,592	+2,592	new
202	Oak Thistle LLC	$4.9M	2,568	+2,568	new
203	TRUIST FINANCIAL CORP	$4.9M	2,563	−1,756	trim
204	IFM Investors Pty Ltd	$4.8M	2,525	+2,525	new
205	Southeast Asset Advisors, LLC	$4.8M	2,520	−51	trim
206	Schonfeld Strategic Advisors LLC	$4.7M	2,475	+2,475	new
207	US BANCORP \DE\	$4.4M	2,308	−24	trim
208	Beacon Pointe Advisors, LLC	$4.4M	2,291	+1,574	add
209	USS Investment Management Ltd	$4.3M	2,248	+234	add
210	Watchman Group, Inc.	$4.2M	2,213	−67	trim
211	Sanctuary Advisors, LLC	$4.2M	2,204	−212	trim
212	Ensign Peak Advisors, Inc	$4.1M	2,159	+5	add
213	Cannell & Spears LLC	$4.1M	2,148	+24	add
214	HORIZON KINETICS ASSET MANAGEMENT LLC	$4.0M	2,102	0	no change
215	East Coast Asset Management, LLC.	$4.0M	2,067	−29	trim
216	Bridgewater Associates, LP	$3.9M	2,053	+37	add
217	Bradyco, Inc.	$3.9M	2,036	+14	add
218	Utah Retirement Systems	$3.9M	2,023	−34	trim
219	COMMERCE BANK	$3.8M	1,993	+399	add
220	Womack Financial LLC	$3.8M	1,974	−25	trim
221	Curi Capital, LLC	$3.7M	1,959	−170	trim
222	Edgestream Partners, L.P.	$3.7M	1,952	+1,952	new
223	SALEM INVESTMENT COUNSELORS INC	$3.7M	1,946	0	no change
224	Ridgewood Investments LLC	$3.7M	1,938	—	no prior
225	COMMONWEALTH EQUITY SERVICES, LLC	$3.7M	1,921	−1,782	trim
226	Texas Yale Capital Corp.	$3.7M	1,918	+30	add
227	XPONANCE LLC	$3.7M	1,914	+262	add
228	ENGLISH CAPITAL MANAGEMENT LLC	$3.6M	1,891	0	no change
229	LEUTHOLD GROUP, LLC	$3.6M	1,885	−5	trim
230	Mediolanum International Funds Ltd	$3.6M	1,906	+277	add
231	TORONTO DOMINION BANK	$3.5M	1,848	−168	trim
232	Fiduciary Group, LLC	$3.5M	1,839	0	no change
233	ALTA CAPITAL MANAGEMENT LLC/	$3.5M	1,839	−46	trim
234	Mariner, LLC	$3.5M	1,833	−763	trim
235	Clearstead Advisors, LLC	$3.4M	1,793	−64	trim
236	Waverly Advisors, LLC	$3.4M	1,772	+1,111	add
237	D.A. DAVIDSON & CO.	$3.4M	1,762	+54	add
238	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.4M	1,758	+148	add
239	Davidson Kahn Capital Management, LLC	$3.3M	1,748	+72	add
240	TEACHER RETIREMENT SYSTEM OF TEXAS	$3.3M	1,744	+1,326	add
241	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.3M	1,738	−504	trim
242	Wealthfront Advisers LLC	$3.3M	1,731	+810	add
243	Henshaw Capital LLC	$3.3M	1,720	—	no prior
244	Freedom Day Solutions, LLC	$3.3M	1,708	−9	trim
245	MERCER GLOBAL ADVISORS INC /ADV	$3.2M	1,693	−72	trim
246	Quadrature Capital Ltd	$3.2M	1,651	+1,651	new
247	Candriam S.C.A.	$3.1M	1,642	+393	add
248	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.1M	1,634	−1	trim
249	Pavion Blue Capital, LLC	$3.1M	1,615	+24	add
250	Atria Investments, Inc	$3.1M	1,601	−12	trim
251	Glenview Trust Co	$3.1M	1,599	+15	add
252	HB Wealth Management, LLC	$3.0M	1,590	−112	trim
253	Ethic Inc.	$3.0M	1,590	+34	add
254	ASHTON THOMAS SECURITIES, LLC	$3.0M	1,571	+1,571	new
255	INTREPID CAPITAL MANAGEMENT INC	$3.0M	1,561	+1,561	new
256	FIFTH THIRD BANCORP	$3.0M	1,542	+1,347	add
257	Sequoia Financial Advisors, LLC	$2.9M	1,500	−231	trim
258	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.9M	1,499	+685	add
259	INTECH INVESTMENT MANAGEMENT LLC	$2.9M	1,496	+698	add
260	Atlantic Union Bankshares Corp	$2.9M	1,494	−56	trim
261	Modern Wealth Management, LLC	$2.8M	1,497	−22	trim
262	Kennondale Capital Management LLC	$2.8M	1,465	0	no change
263	BENJAMIN EDWARDS INC	$2.8M	1,445	+82	add
264	Eurizon Capital SGR S.p.A.	$2.8M	1,445	−884	trim
265	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$2.8M	1,443	+1,443	new
266	Salvus Wealth Management, LLC	$2.8M	1,440	+355	add
267	1832 Asset Management L.P.	$2.8M	1,439	+54	add
268	Gold Investment Management Ltd.	$2.7M	1,424	+32	add
269	Solitude Financial Services	$2.7M	1,365	+112	add
270	Weil Company, Inc.	$2.7M	1,411	−41	trim
271	Sowell Financial Services LLC	$2.6M	1,367	0	no change
272	Baird Financial Group, Inc.	$2.6M	1,362	+1,362	new
273	TD Waterhouse Canada Inc.	$2.6M	1,352	+1,100	add
274	Andra AP-fonden	$2.6M	1,339	+275	add
275	Values Added Financial LLC	$2.5M	1,299	−55	trim
276	CHOREO, LLC	$2.5M	1,288	−22	trim
277	NORDEA INVESTMENT MANAGEMENT AB	$2.4M	1,303	+1	add
278	First National Advisers, LLC	$2.4M	1,260	−173	trim
279	Voleon Capital Management LP	$2.4M	1,251	+1,251	new
280	SCOTIA CAPITAL INC.	$2.4M	1,251	+32	add
281	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.4M	1,232	+13	add
282	Fieldview Capital Management, LLC	$2.4M	1,230	+339	add
283	VOYA INVESTMENT MANAGEMENT LLC	$2.3M	1,227	−27	trim
284	NewEdge Advisors, LLC	$2.3M	1,223	+1,223	new
285	XTX Topco Ltd	$2.3M	1,207	+1,207	new
286	Shelter Mutual Insurance Co	$2.3M	1,200	0	no change
287	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.3M	1,192	0	no change
288	Third View Private Wealth, LLC	$2.3M	1,182	+26	add
289	BOYAR ASSET MANAGEMENT INC.	$2.2M	1,154	+442	add
290	Vanguard Personalized Indexing Management, LLC	$2.2M	1,149	+105	add
291	Daiwa Securities Group Inc.	$2.2M	1,130	+50	add
292	CI INVESTMENTS INC.	$2.1M	1,077	−267	trim
293	Vinva Investment Management Ltd	$2.0M	1,080	+191	add
294	Swiss Life Asset Management Ltd	$2.0M	1,056	+232	add
295	Adams Asset Advisors, LLC	$2.0M	1,050	+1,050	new
296	Holocene Advisors, LP	$2.0M	1,034	−1,907	trim
297	Y-Intercept (Hong Kong) Ltd	$2.0M	1,023	+1,023	new
298	OPPENHEIMER & CO INC	$1.8M	953	−116	trim
299	Virtus Investment Advisers, LLC	$1.8M	943	−95	trim
300	Pinnacle Financial Partners, Inc.	$1.8M	937	0	no change
301	American Capital Advisory, LLC	$1.8M	922	−15	trim
302	Quantbot Technologies LP	$1.7M	911	+911	new
303	Investment Management Corp of Ontario	$1.7M	904	−766	trim
304	BANK OF NOVA SCOTIA	$1.7M	900	+5	add
305	Osmosis Investment Management UK Ltd	$1.7M	892	−10	trim
306	Tactive Advisors, LLC	$1.7M	886	+72	add
307	CIBC Bancorp USA Inc.	$1.7M	872	—	no prior
308	OneAscent Financial Services LLC	$1.7M	870	+870	new
309	Callan Family Office, LLC	$1.6M	861	−43	trim
310	M&T BANK CORP	$1.6M	851	−58	trim
311	MASTERINVEST Kapitalanlage GmbH	$1.6M	844	0	no change
312	DENALI ADVISORS LLC	$1.6M	832	+230	add
313	Strategent Financial, LLC	$1.5M	809	+52	add
314	Empowered Funds, LLC	$1.5M	798	+798	new
315	OCCUDO QUANTITATIVE STRATEGIES LP	$1.5M	845	+845	new
316	RKL Wealth Management LLC	$1.5M	778	0	no change
317	Brevan Howard Capital Management LP	$1.5M	777	+433	add
318	LGT Fund Management Co Ltd.	$1.5M	767	0	no change
319	Compass Ion Advisors, LLC	$1.5M	765	0	no change
320	Federation des caisses Desjardins du Quebec	$1.5M	761	−79	trim
321	Engineers Gate Manager LP	$1.5M	760	+760	new
322	Allianz Asset Management GmbH	$1.4M	757	+219	add
323	NISA INVESTMENT ADVISORS, LLC	$1.4M	752	−30	trim
324	CIBC Asset Management Inc	$1.4M	751	−16	trim
325	Inspire Investing, LLC	$1.4M	740	+588	add
326	Principle Wealth Partners LLC	$1.4M	737	0	no change
327	Fund Advisors of America Inc/FL	$1.4M	731	−125	trim
328	Annis Gardner Whiting Capital Advisors, LLC	$1.4M	730	−28	trim
329	Orion Porfolio Solutions, LLC	$1.4M	707	−125	trim
330	Aquatic Capital Management LLC	$1.3M	702	+702	new
331	Pilgrim Partners Asia Pte Ltd	$1.3M	700	−300	trim
332	Summit Trail Advisors, LLC	$1.3M	693	+3	add
333	ANCHYRA PARTNERS LLC	$1.3M	691	+13	add
334	Horst & Graben Wealth Management LLC	$1.3M	677	−2	trim
335	NATIXIS	$1.3M	670	+310	add
336	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.3M	677	−48	trim
337	RFG Advisory, LLC	$1.3M	665	−29	trim
338	Vident Advisory, LLC	$1.3M	661	+122	add
339	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.2M	648	+500	add
340	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.2M	686	+139	add
341	Kestra Advisory Services, LLC	$1.2M	629	+39	add
342	MACQUARIE GROUP LTD	$1.2M	628	−231	trim
343	CREDIT AGRICOLE S A	$1.2M	627	+98	add
344	LECAP ASSET MANAGEMENT LTD	$1.2M	626	+626	new
345	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	618	−147	trim
346	Parisi Gray Wealth Management	$1.2M	616	+4	add
347	Maryland State Retirement & Pension System	$1.2M	613	0	no change
348	OMERS ADMINISTRATION Corp	$1.2M	612	+141	add
349	Shelter Ins Retirement Plan	$1.1M	600	0	no change
350	Chevy Chase Trust Holdings, LLC	$1.1M	600	−23	trim
351	Atlanta Consulting Group Advisors, LLC	$1.1M	588	0	no change
352	Carmel Capital Partners, LLC	$1.1M	585	+102	add
353	AG2R LA MONDIALE GESTION D'ACTIFS	$1.1M	583	+8	add
354	Sepio Capital, LP	$1.1M	564	−117	trim
355	Savant Capital, LLC	$1.1M	559	−4	trim
356	Concurrent Investment Advisors, LLC	$1.1M	556	+29	add
357	MML INVESTORS SERVICES, LLC	$1.1M	554	−135	trim
358	QRG CAPITAL MANAGEMENT, INC.	$1.0M	547	+112	add
359	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.0M	545	0	no change
360	Lakewood Asset Management LLC	$1.0M	537	−141	trim
361	CenterBook Partners LP	$1.0M	533	+87	add
362	Resonant Capital Advisors, LLC	$1.0M	525	−189	trim
363	PenderFund Capital Management Ltd.	$990K	517	0	no change
364	PRINCIPAL SECURITIES, INC.	$982K	513	−25	trim
365	TABLEAUX LLC	$978K	511	+511	new
366	MCF Advisors LLC	$976K	510	—	no prior
367	Royal Fund Management, LLC	$976K	510	0	no change
368	PRUDENTIAL FINANCIAL INC	$961K	502	−73	trim
369	Sage Capital Advisors,llc	$957K	500	0	no change
370	MGO ONE SEVEN LLC	$947K	495	+19	add
371	Woodline Partners LP	$942K	492	+261	add
372	GRIFFIN ASSET MANAGEMENT, INC.	$919K	480	+30	add
373	RITHOLTZ WEALTH MANAGEMENT	$911K	476	+140	add
374	OPPENHEIMER ASSET MANAGEMENT INC.	$902K	471	+187	add
375	THOMPSON DAVIS & CO., INC.	$894K	467	+56	add
376	Metis Global Partners, LLC	$894K	467	−24	trim
377	Compound Planning, Inc.	$892K	466	−149	trim
378	Saudi Central Bank	$890K	465	+465	new
379	Private Advisor Group, LLC	$890K	465	−66	trim
380	Z3 Capital Partners, LLC	$888K	464	—	no prior
381	MISSION WEALTH MANAGEMENT, LP	$880K	460	−1	trim
382	Caprock Group, LLC	$865K	452	−258	trim
383	Crestmont Private Wealth LLC	$852K	445	+28	add
384	WealthPlan Investment Management, LLC	$848K	443	−25	trim
385	TOKIO MARINE ASSET MANAGEMENT CO LTD	$844K	441	0	no change
386	BRAVE ASSET MANAGEMENT INC	$840K	439	0	no change
387	ABN AMRO INVESTMENT SOLUTIONS	$840K	439	−3	trim
388	BOOTHBAY FUND MANAGEMENT, LLC	$827K	432	+324	add
389	Dala Group, LLC	$825K	430	—	no prior
390	Avalon Trust Co	$821K	429	+4	add
391	Laird Norton Wetherby Trust Company, LLC	$813K	425	−38	trim
392	Sterling Capital Management LLC	$806K	421	−287	trim
393	Gilbert & Cook, Inc.	$806K	421	−16	trim
394	Hills Bank & Trust Co	$792K	414	−35	trim
395	Ruffer LLP	$787K	410	+410	new
396	Avanza Fonder AB	$777K	406	+10	add
397	Calamos Advisors LLC	$769K	402	+402	new
398	Calamos Wealth Management LLC	$769K	402	0	no change
399	Perigon Wealth Management, LLC	$769K	402	−14	trim
400	Resurgent Financial Advisors LLC	$756K	395	0	no change
401	Vestmark Advisory Solutions, Inc.	$739K	386	+119	add
402	E. Ohman J:or Asset Management AB	$737K	385	−45	trim
403	CWM, LLC	$729K	381	−4	trim
404	Connor, Clark & Lunn Investment Management Ltd.	$727K	380	+380	new
405	Lido Advisors, LLC	$727K	379	−81	trim
406	WINTON GROUP Ltd	$714K	373	+373	new
407	Quadcap Wealth Management, LLC	$704K	368	−6	trim
408	Equitable Holdings, Inc.	$698K	327	+77	add
409	Legacy Advisors, LLC	$695K	363	−6	trim
410	Vise Technologies, Inc.	$690K	321	0	no change
411	North Dakota State Investment Board	$689K	360	−79	trim
412	Elm Partners Management LLC	$687K	364	+15	add
413	Harvest Investment Services, LLC	$674K	352	−17	trim
414	Linden Thomas Advisory Services, LLC	$674K	352	−43	trim
415	Marks Group Wealth Management, Inc	$674K	352	+55	add
416	Cross Staff Investments Inc	$670K	350	0	no change
417	FOUNDERS CAPITAL MANAGEMENT, LLC	$662K	346	0	no change
418	B. Metzler seel. Sohn & Co. AG	$657K	343	0	no change
419	Robeco Institutional Asset Management B.V.	$655K	342	+125	add
420	Taylor Hoffman Capital Management LLC	$651K	340	−20	trim
421	PRUDENTIAL PLC	$649K	339	0	no change
422	Aptus Capital Advisors, LLC	$649K	339	−19	trim
423	MQS Management LLC	$641K	335	+335	new
424	MLP3, LLC	$639K	334	−5	trim
425	Winthrop Advisory Group LLC	$626K	327	−12	trim
426	BEACON INVESTMENT ADVISORS LLC	$617K	323	+1	add
427	EP Wealth Advisors, LLC	$614K	321	+72	add
428	OneDigital Investment Advisors LLC	$614K	321	−51	trim
429	MetLife Investment Management, LLC	$613K	320	−8	trim
430	WCM INVESTMENT MANAGEMENT, LLC	$607K	322	+58	add
431	Allworth Financial LP	$604K	315	+12	add
432	denkapparat Operations GmbH	$601K	314	0	no change
433	Apollon Wealth Management, LLC	$599K	313	−9	trim
434	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$597K	312	−28	trim
435	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$595K	311	+311	new
436	Verdence Capital Advisors LLC	$593K	310	+2	add
437	Victrix Investment Advisors	$593K	310	0	no change
438	Procyon Advisors, LLC	$591K	309	−116	trim
439	GREENLEAF TRUST	$588K	307	+80	add
440	MIRABELLA FINANCIAL SERVICES LLP	$588K	307	+307	new
441	CAXTON ASSOCIATES LLP	$586K	306	+306	new
442	KESTRA PRIVATE WEALTH SERVICES, LLC	$584K	305	−61	trim
443	111 Capital	$572K	299	+299	new
444	ELEVATION POINT WEALTH PARTNERS, LLC	$568K	297	+30	add
445	TWINBEECH CAPITAL LP	$563K	294	+149	add
446	Maridea Wealth Management LLC	$540K	282	−3	trim
447	Charter Oak Capital Management, LLC	$538K	281	0	no change
448	Intellectus Partners, LLC	$530K	277	+1	add
449	SIMPLEX TRADING, LLC	$524K	274	−366	trim
450	World Investment Advisors	$522K	273	+1	add
451	BBR PARTNERS, LLC	$521K	272	+272	new
452	GUARDIAN WEALTH ADVISORS, LLC / NC	$519K	271	+11	add
453	HENGEHOLD CAPITAL MANAGEMENT LLC	$517K	270	−39	trim
454	YOUSIF CAPITAL MANAGEMENT, LLC	$509K	266	+9	add
455	EVERGREEN CAPITAL MANAGEMENT LLC	$505K	264	+96	add
456	TRITONPOINT WEALTH, LLC	$501K	262	0	no change
457	Inlet Private Wealth, LLC	$490K	256	−51	trim
458	Flagstone Financial Management	$486K	254	0	no change
459	TRUSTMARK BANK TRUST DEPARTMENT	$479K	250	0	no change
460	Destination Wealth Management	$479K	250	0	no change
461	Norman Fields, Gottscho Capital Management, LLC	$479K	250	0	no change
462	Qtron Investments LLC	$477K	249	0	no change
463	Independent Advisor Alliance	$473K	247	−14	trim
464	PARSONS CAPITAL MANAGEMENT INC/RI	$465K	243	+12	add
465	BERKSHIRE ASSET MANAGEMENT LLC/PA	$457K	239	0	no change
466	Elgethun Capital Management	$456K	238	0	no change
467	MONETA GROUP INVESTMENT ADVISORS LLC	$452K	236	+118	add
468	StoneX Group Inc.	$450K	235	+92	add
469	Hunting Hill Global Capital, LLC	$450K	235	−257	trim
470	Cresset Asset Management, LLC	$444K	232	0	no change
471	Dakota Wealth Management	$442K	231	−6	trim
472	STEPHENS INC /AR/	$442K	231	+24	add
473	Roehl & Yi Investment Advisors, LLC	$438K	229	−33	trim
474	DOVER ADVISORS, LLC	$433K	226	−2	trim
475	Bay Rivers Group	$431K	225	−20	trim
476	Wealthspire Advisors, LLC	$427K	223	−27	trim
477	Legacy Capital Wealth Partners, LLC	$421K	220	+2	add
478	UniSuper Management Pty Ltd	$421K	220	0	no change
479	Evelyn Partners Investment Management (Europe) Ltd	$417K	218	0	no change
480	S-Bank Fund Management Ltd	$412K	215	−8	trim
481	Gilliland Jeter Wealth Management LLC	$406K	212	0	no change
482	BAKER TILLY WEALTH MANAGEMENT, LLC	$404K	211	−22	trim
483	STUDIO INVESTMENT MANAGEMENT LLC	$402K	210	+210	new
484	NewEdge Wealth, LLC	$400K	209	−44	trim
485	Evercore Wealth Management, LLC	$389K	203	0	no change
486	FJ Capital Management LLC	$387K	202	+202	new
487	BOURGEON CAPITAL MANAGEMENT LLC	$383K	200	+200	new
488	Canal Capital Management, LLC	$383K	200	0	no change
489	Carnegie Lake Advisors LLC	$383K	200	0	no change
490	Western Wealth Management, LLC	$381K	199	+199	new
491	EVOLVE PRIVATE WEALTH, LLC	$377K	197	−5	trim
492	Advisors Capital Management, LLC	$373K	195	+38	add
493	FOUNDERS GROVE WEALTH PARTNERS, LLC	$369K	193	−1	trim
494	GLENMEDE TRUST CO NA	$368K	192	−6	trim
495	Choate Investment Advisors	$368K	192	0	no change
496	Salomon & Ludwin, LLC	$367K	193	−5	trim
497	Jackson Hole Capital Partners, LLC	$364K	190	0	no change
498	HOWLAND CAPITAL MANAGEMENT LLC	$362K	189	0	no change
499	LEVEL FOUR ADVISORY SERVICES, LLC	$362K	189	+14	add
500	One Wealth Advisors, LLC	$360K	188	−9	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MKL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 April McClain Delaney D–MD-6, Thomas H. Kean, Jr. R–NJ-7 $106K–$340K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Caxton Associates $22.1M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MARKEL GROUP INC

Merged timeline of congressional filings and notable-manager moves on MKL
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-07-15	Thomas H. Kean, Jr. Congress	Sale	$1K–$15K
2026-07-15	Thomas H. Kean, Jr. Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+2,986 sh
2026-05-15	Bridgewater Associates 13F	add	+37 sh
2026-05-14	Caxton Associates 13F	new	+306 sh

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed MKL — the congressional view ↗