Filing Research | MKL - MARKEL GROUP INC Institutional Holdings

Snapshot holdings

50 / 218 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	206.4KSH	$403.2M
2	FENIMORE ASSET MANAGEMENT INC	Shares	87.3KSH	$170.4M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	81.9KSH	$160.0M
4	SCHARF INVESTMENTS, LLC	Shares	60.6KSH	$118.3M
5	Quilter Plc	Shares	45.9KSH	$89.6M
6	COUNTRY TRUST BANK	Shares	20.9KSH	$40.9M
7	Mraz, Amerine & Associates, Inc.	Shares	19.6KSH	$38.3M
8	Lincoln Capital LLC	Shares	17.9KSH	$34.9M
9	Poehling Capital Management, INC.	Shares	13.7KSH	$26.7M
10	Swedbank AB	Shares	10.1KSH	$19.7M
11	Smith Salley Wealth Management	Shares	9.2KSH	$17.9M
12	KIRR MARBACH & CO LLC /IN/	Shares	8.1KSH	$15.9M
13	Luma Capital S.A. - SPF	Shares	7.0KSH	$13.7M
14	Assenagon Asset Management S.A.	Shares	6.2KSH	$12.2M
15	Live Oak Private Wealth LLC	Shares	5.8KSH	$11.3M
16	Berkeley, Inc	Shares	5.7KSH	$11.1M
17	Chapman Investment Management, LLC	PUT	4.6KSH	$9.1M
18	Hudson Value Partners, LLC	Shares	3.9KSH	$7.7M
19	GHP Investment Advisors, Inc.	Shares	3.7KSH	$7.3M
20	Buttonwood Financial Advisors Inc.	Shares	3.6KSH	$7.0M
21	Alpha Omega Wealth Management LLC	Shares	3.5KSH	$6.8M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.4KSH	$6.6M
23	Chemistry Wealth Management LLC	Shares	3.2KSH	$6.2M
24	Ervin Investment Management, LLC	Shares	2.7KSH	$5.3M
25	IFM Investors Pty Ltd	Shares	2.7KSH	$5.2M
26	Rathbones Group PLC	Shares	2.6KSH	$5.1M
27	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	2.2KSH	$4.4M
28	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.2KSH	$4.3M
29	Adams Asset Advisors, LLC	Shares	2.0KSH	$3.9M
30	SALEM INVESTMENT COUNSELORS INC	Shares	1.9KSH	$3.8M
31	Apollon Wealth Management, LLC	Shares	1.9KSH	$3.7M
32	Police & Firemen's Retirement System of New Jersey	Shares	1.9KSH	$3.7M
33	Davidson Kahn Capital Management, LLC	Shares	1.7KSH	$3.4M
34	Oak Thistle LLC	Shares	1.7KSH	$3.3M
35	Freedom Day Solutions, LLC	Shares	1.7KSH	$3.3M
36	D.A. DAVIDSON & CO.	Shares	1.7KSH	$3.3M
37	Sequoia Financial Advisors, LLC	Shares	1.5KSH	$3.0M
38	BENJAMIN EDWARDS INC	Shares	1.4KSH	$2.7M
39	Solitude Financial Services	Shares	1.3KSH	$2.6M
40	Tributary Capital Management, LLC	Shares	1.3KSH	$2.6M
41	Salvus Wealth Management, LLC	Shares	1.3KSH	$2.6M
42	PensionDanmark Pensionsforsikringsaktieselskab	Shares	1.3KSH	$2.5M
43	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	1.2KSH	$2.3M
44	CARY STREET PARTNERS FINANCIAL LLC	Shares	987SH	$1.9M
45	Tactive Advisors, LLC	Shares	941SH	$1.8M
46	First National Advisers, LLC	Shares	905SH	$1.8M
47	Positano Wealth Management Ltd	Shares	899SH	$1.8M
48	ASR Vermogensbeheer N.V.	Shares	857SH	$1.7M
49	J.W. COLE ADVISORS, INC.	Shares	721SH	$1.4M
50	Mediolanum International Funds Ltd	Shares	705SH	$1.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 248 loaded

#		Instrument
1	Quilter Plc added	Shares	+7.2K	+$15.6M	$89.6M
2	Chapman Investment Management, LLC new	PUT	+4.6K	+$9.1M	$9.1M
3	DAVENPORT & Co LLC trimmed	Shares	-773	+$7.7M	$403.2M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+2.1K	+$7.3M	$160.0M
5	FENIMORE ASSET MANAGEMENT INC added	Shares	+654	+$4.6M	$170.4M
6	Apollon Wealth Management, LLC added	Shares	+1.6K	+$3.1M	$3.7M
7	Assenagon Asset Management S.A. added	Shares	+882	+$1.9M	$12.2M
8	Adams Asset Advisors, LLC added	Shares	+950	+$1.9M	$3.9M
9	Positano Wealth Management Ltd added	Shares	+886	+$1.7M	$1.8M
10	ASR Vermogensbeheer N.V. new	Shares	+857	+$1.7M	$1.7M
11	Mraz, Amerine & Associates, Inc. added	Shares	+473	+$1.7M	$38.3M
12	COUNTRY TRUST BANK added	Shares	+365	+$1.5M	$40.9M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+701	+$1.5M	$6.6M
14	Tributary Capital Management, LLC added	Shares	+730	+$1.4M	$2.6M
15	J.W. COLE ADVISORS, INC. new	Shares	+721	+$1.4M	$1.4M
16	SCHARF INVESTMENTS, LLC trimmed	Shares	-578	+$1.3M	$118.3M
17	Sivia Capital Partners, LLC new	Shares	+633	+$1.2M	$1.2M
18	VIRGINIA WEALTH MANAGEMENT GROUP, INC. added	Shares	+485	+$1.0M	$4.4M
19	Poehling Capital Management, INC. added	Shares	+224	+$960.6K	$26.7M
20	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+471	+$919.9K	$919.9K
21	Hudson Value Partners, LLC added	Shares	+378	+$877.7K	$7.7M
22	Fideuram Asset Management (Ireland) dac new	Shares	+457	+$861.0K	$861.0K
23	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+339	+$734.4K	$4.3M
24	Berkeley, Inc added	Shares	+264	+$727.0K	$11.1M
25	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+243	+$491.7K	$1.3M
26	Chemistry Wealth Management LLC added	Shares	+170	+$449.0K	$6.2M
27	GHP Investment Advisors, Inc. added	Shares	+152	+$436.6K	$7.3M
28	IFM Investors Pty Ltd added	Shares	+157	+$404.9K	$5.2M
29	Swedbank AB unchanged	Shares	0	+$393.4K	$19.7M
30	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+177	+$377.2K	$1.9M
31	KIRR MARBACH & CO LLC /IN/ added	Shares	+12	+$339.6K	$15.9M
32	Cobblestone Asset Management LLC new	Shares	+172	+$335.9K	$335.9K
33	Smith Salley Wealth Management trimmed	Shares	-21	+$316.2K	$17.9M
34	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+145	+$293.5K	$798.8K
35	Foster Victor Wealth Advisors, LLC new	Shares	+150	+$291.5K	$291.5K
36	Arkfeld Wealth Strategies, L.L.C. new	Shares	+144	+$284.8K	$284.8K
37	Luma Capital S.A. - SPF unchanged	Shares	0	+$273.8K	$13.7M
38	Curated Wealth Partners LLC new	Shares	+763	+$262.7K	$262.7K
39	Ervin Investment Management, LLC added	Shares	+76	+$251.0K	$5.3M
40	Alpha Omega Wealth Management LLC added	Shares	+57	+$245.5K	$6.8M
41	Valeo Financial Advisors, LLC new	Shares	+122	+$238.3K	$238.3K
42	Cyndeo Wealth Partners, LLC new	Shares	+106	+$207.0K	$207.0K
43	LexAurum Advisors, LLC new	Shares	+106	+$207.0K	$207.0K
44	BARRETT & COMPANY, INC. added	Shares	+105	+$205.5K	$228.5K
45	Merit Financial Group, LLC added	Shares	+101	+$203.8K	$538.8K
46	Hardin Capital Partners, LLC new	Shares	+104	+$203.3K	$203.3K
47	Buttonwood Financial Advisors Inc. added	Shares	+32	+$201.1K	$7.0M
48	QRG CAPITAL MANAGEMENT, INC. added	Shares	+72	+$161.9K	$1.2M
49	GREENLEAF TRUST added	Shares	+76	+$160.4K	$748.0K
50	Farther Finance Advisors, LLC added	Shares	+70	+$152.2K	$732.5K

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