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Funds Holding Markel Group Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Markel Group Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of MKL →Funds holding
104
as of 2026-07-31
Reported value
$1.2B
summed across funds
Fund families
46
named trusts
Largest conviction
6.05%
2 above 5% of a fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Hennessy Focus FundHennessy Funds Trust14.8K sh$27.9M | 6.05% |
| Davis Select Financial ETFDavis Fundamental ETF Trust14.7K sh$27.7M | 5.77% |
| Davis Select U.S. Equity ETFDavis Fundamental ETF Trust31.1K sh$58.5M | 4.60% |
| NYLIM WMC Enduring Capital FundNYLIM FUNDS7.2K sh$13.6M | 4.00% |
| SEG Partners Long/Short Equity FundSEG Partners Long/Short Equity Fund3.2K sh$6.1M | 3.93% |
| Davis Research FundDAVIS NEW YORK VENTURE FUND INC1.7K sh$3.1M | 3.51% |
| Davis Select Worldwide ETFDavis Fundamental ETF Trust9.7K sh$18.2M | 2.97% |
| Davis New York Venture FundDAVIS NEW YORK VENTURE FUND INC83.2K sh$156.6M | 2.05% |
| Transamerica Mid Cap Value OpportunitiesTRANSAMERICA FUNDS7.6K sh$14.2M | 1.84% |
| Davis Global FundDAVIS NEW YORK VENTURE FUND INC8.9K sh$16.8M | 1.81% |
| THE HARTFORD MIDCAP FUNDHARTFORD MUTUAL FUNDS, INC19.4K sh$36.6M | 1.14% |
| Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS3.9K sh$7.4M | 1.13% |
| MidCap FundPrincipal Funds, Inc120.8K sh$227.5M | 0.98% |
| First Trust Financials AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund5.2K sh$9.8M | 0.87% |
| First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund4.9K sh$9.3M | 0.66% |
| VANGUARD SELECTED VALUE FUNDVANGUARD WHITEHALL FUNDS20.4K sh$38.4M | 0.55% |
| iShares U.S. Financials ETFiShares Trust8.4K sh$15.8M | 0.36% |
| First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund2.9K sh$5.4M | 0.35% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund297 sh$559.1K | 0.33% |
| Column Mid Cap Select FundTrust for Professional Managers5.5K sh$9.9M | 0.30% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST3.3K sh$6.2M | 0.26% |
| Wilmington Global Alpha Equities FundWilmington Funds299 sh$562.8K | 0.23% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust4.7K sh$8.8M | 0.23% |
| Column Mid Cap FundTrust for Professional Managers1.3K sh$2.3M | 0.21% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust2.2K sh$4.2M | 0.20% |
| iShares MSCI USA Size Factor ETFiShares Trust430 sh$809.4K | 0.19% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust46.8K sh$88.2M | 0.17% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST2.5K sh$4.7M | 0.17% |
| iShares Russell Mid-Cap Index FundBlackRock Funds2.3K sh$4.3M | 0.17% |
| iShares Morningstar Mid-Cap ETFiShares Trust1.4K sh$2.7M | 0.16% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST1K sh$1.9M | 0.15% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust34 sh$64K | 0.14% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO9.5K sh$17.8M | 0.14% |
| Dimensional US Large Cap Value ETFDimensional ETF Trust4.6K sh$8.6M | 0.13% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC557 sh$1M | 0.12% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I205 sh$385.9K | 0.12% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust9.4K sh$17.6M | 0.11% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO18.7K sh$35.2M | 0.11% |
| Dimensional US Large Cap Vector ETFDimensional ETF Trust308 sh$579.8K | 0.11% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust577 sh$1.1M | 0.10% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust318 sh$598.6K | 0.08% |
| Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust201 sh$378.4K | 0.08% |
| US Vegan Climate ETFETF Series Solutions71 sh$133.6K | 0.08% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC2.1K sh$3.9M | 0.07% |
| NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust123 sh$231.5K | 0.07% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC906 sh$1.7M | 0.07% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust16.6K sh$31.2M | 0.07% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC912 sh$1.7M | 0.06% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust4.2K sh$7.9M | 0.06% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds4.5K sh$8.5M | 0.06% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust4.9K sh$9.2M | 0.06% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST379 sh$713.4K | 0.06% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC12K sh$22.6M | 0.06% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.4K sh$4.6M | 0.05% |
| Dimensional US Vector Equity ETFDimensional ETF Trust157 sh$295.5K | 0.05% |
| iShares Morningstar Growth ETFiShares Trust877 sh$1.7M | 0.05% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust2.6K sh$5M | 0.05% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC11K sh$20.6M | 0.05% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST3.4K sh$6.5M | 0.05% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust797 sh$1.5M | 0.04% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust2.8K sh$5.3M | 0.04% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust27 sh$50.8K | 0.04% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO57 sh$107.3K | 0.04% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust1.1K sh$2.1M | 0.04% |
| Wilmington Large-Cap Strategy FundWilmington Funds120 sh$225.9K | 0.04% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust3.6K sh$6.7M | 0.04% |
| TCW Transform 500 ETFTCW ETF Trust209 sh$393.4K | 0.04% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust1.7K sh$3.2M | 0.04% |
| iShares Morningstar U.S. Equity ETFiShares Trust241 sh$453.6K | 0.04% |
| Hartford Multifactor US Equity ETFLattice Strategies Trust133 sh$250.4K | 0.04% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III68 sh$128K | 0.04% |
| Victory 500 Index FundVictory Portfolios III2.9K sh$5.4M | 0.04% |
| 1290 Avantis U.S. Large Cap Growth Fund1290 Funds39 sh$73.4K | 0.04% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust3.9K sh$7.3M | 0.04% |
| iShares Dow Jones U.S. ETFiShares Trust540 sh$1M | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS4K sh$7.5M | 0.03% |
| E*TRADE No Fee Total Market Index FundE Trade Trust19 sh$35.8K | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust6.8K sh$12.8M | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds10.3K sh$19.5M | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST7.6K sh$14.2M | 0.03% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust381 sh$717.2K | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds788 sh$1.5M | 0.03% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO98 sh$184.5K | 0.03% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust47 sh$88.5K | 0.03% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust334 sh$628.7K | 0.03% |
| AMT Diversified Equity FundADVISER MANAGED TRUST56 sh$105.4K | 0.03% |
| iShares MSCI Kokusai ETFiShares Trust35 sh$65.9K | 0.03% |
| iShares MSCI ACWI ETFiShares Trust3.9K sh$7.4M | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust2 sh$3.8K | 0.02% |
| MidCap Value Fund IPrincipal Funds, Inc277 sh$521.4K | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST89 sh$167.5K | 0.02% |
| iShares Morningstar Value ETFiShares Trust141 sh$265.4K | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS10.2K sh$19.1M | 0.02% |
| Victory Growth & Income FundVictory Portfolios III206 sh$387.8K | 0.02% |
| JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust711 sh$1.3M | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust123 sh$231.5K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST6 sh$11.3K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds117 sh$220.2K | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds142 sh$267.3K | 0.01% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST10 sh$18.8K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds95 sh$178.8K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds49 sh$92.2K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds13 sh$24.5K | 0.00% |
| Steward Equity Market Neutral FundSteward Funds Inc-600 sh-$1.1M | -0.96% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on MKL
Company overviewEverything on MKL in one place, with the price.SEC filingsWhat MKL's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat MKL's own officers and directors buy and sell.Who owns itEvery manager reporting a position in MKL.LobbyingWhat MKL spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on MKL's account, and who they worked for.Federal contractsWhat federal agencies pay MKL.Workplace safetyWhat OSHA found at MKL's sites.