Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership1,362 shares
Latest Disclosed Value $ 2,606,963
Baird Financial Group, Inc. reports 6.32% increase in ownership of MKL / Markel Group Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 1,362 shares of Markel Group Inc. (MX:MKL) valued at $2,606,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,281 shares of Markel Group Inc.. This represents a change in shares of 6.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MARKEL GROUP COM 570535104 1,362 81 6.32 2,607 -5.34 0.0022
2026-02-13 2025-12-31 13F MARKEL GROUP INC COM COMMON 570535104 1,281 233 22.23 2,754 37.44 0.0043
2025-11-13 2025-09-30 13F MARKEL COMMON 570535104 1,048 -16 -1.50 2,003 -5.74 0.0032
2025-08-13 2025-06-30 13F MARKEL GROUP INC COM COMMON 570535104 1,064 41 4.01 2,125 11.14 0.0037
2025-05-15 2025-03-31 13F MARKEL GROUP INC COM COMMON 570535104 1,023 -95 -8.50 1,913 -0.88 0.0037
2025-02-14 2024-12-31 13F MARKEL COMMON 570535104 1,118 -1,189 -51.54 1,930 -46.68 0.0037
2024-11-14 2024-09-30 13F MARKEL COMMON 570535104 2,307 -132 -5.41 3,619 -5.85 0.0070
2024-08-14 2024-06-30 13F MARKEL COMMON 570535104 2,439 88 3.74 3,843 7.44 0.0080
2024-05-14 2024-03-31 13F MARKEL COMMON 570535104 2,351 1,689 255.14 3,577 280.94 0.0075
2024-02-14 2023-12-31 13F MARKEL COMMON 570535104 662 -28 -4.06 940 -7.58 0.0021
2023-11-13 2023-09-30 13F MARKEL COMMON 570535104 690 31 4.70 1,016 11.53 0.0028
2023-08-11 2023-06-30 13F MARKEL COMMON 570535104 659 256 63.52 912 77.24 0.0024
2023-05-15 2023-03-31 13F MARKEL COMMON 570535104 403 -49 -10.84 515 0.0013
2023-02-13 2022-12-31 13F MARKEL COMMON 570535104 452 -333 -42.42 1 -100.00 0.0016
2022-11-15 2022-09-30 13F MARKEL COMMON 570535104 785 305 63.54 851 37.04 0.0025
2022-08-08 2022-06-30 13F MARKEL COMMON 570535104 480 148 44.58 621 26.73 0.0017
2022-05-13 2022-03-31 13F MARKEL COMMON 570535104 332 -13 -3.77 490 15.02 0.0012
2022-02-09 2021-12-31 13F MARKEL COMMON 570535104 345 4 1.17 426 4.41 0.0010
2021-11-12 2021-09-30 13F MARKEL COMMON 570535104 341 18 5.57 408 6.53 0.0010
2021-08-11 2021-06-30 13F MARKEL COMMON 570535104 323 7 2.22 383 6.39 0.0010
2021-05-13 2021-03-31 13F MARKEL COMMON 570535104 316 9 2.93 360 13.56 0.0010
2021-02-11 2020-12-31 13F MARKEL COMMON 570535104 307 15 5.14 317 11.62 0.0009
2020-11-12 2020-09-30 13F MARKEL COMMON 570535104 292 -36 -10.98 284 -6.27 0.0010
2020-10-22 2020-06-30 13F/A-1 MARKEL COMMON 570535104 328 -30 -8.38 303 -9.01 0.0011
2020-08-14 2020-06-30 13F MARKEL COMMON 570535104 2,411 2,053 2,753 5,455.8205
2020-05-14 2020-03-31 13F MARKEL CORP COM COMMON 570535104 358 -2,080 -85.32 333 -88.05 0.0015
2020-02-14 2019-12-31 13F MARKEL COMMON 570535104 2,438 55 2.31 2,787 -1.06 0.0100
2019-11-14 2019-09-30 13F MARKEL Common 570535104 2,383 165 7.44 2,817 16.60 0.0111
2019-08-14 2019-06-30 13F MARKEL COMMON 570535104 2,218 285 14.74 2,416 25.44 0.0094
2019-05-14 2019-03-31 13F MARKEL COMMON 570535104 1,933 1,613 504.06 1,926 478.38 0.0113
2019-02-14 2018-12-31 13F MARKEL COMMON 570535104 320 -3 -0.93 333 -13.05 0.0023
2018-11-13 2018-09-30 13F MARKEL COMMON 570535104 323 -99 -23.46 383 -16.38 0.0024
2018-08-13 2018-06-30 13F MARKEL COMMON 570535104 422 -162 -27.74 458 -33.04 0.0031
2018-05-14 2018-03-31 13F MARKEL COMMON 570535104 584 -94 -13.86 684 -11.51 0.0048
2018-02-09 2017-12-31 13F MARKEL COMMON 570535104 678 29 4.47 773 11.38 0.0055
2017-11-14 2017-09-30 13F MARKEL COMMON 570535104 649 -23 -3.42 694 5.79 0.0052
2017-08-14 2017-06-30 13F MARKEL COMMON 570535104 672 7 1.05 656 1.08 0.0051
2017-06-19 2017-03-31 13F/A-1 MARKEL COMMON 570535104 665 0 0.00 649 7.99 0.0052
2017-05-09 2017-03-31 13F MARKEL COMMON 570535104 665 649
2017-02-10 2016-12-31 13F MARKEL COMMON 570535104 665 2 0.30 601 -2.44 0.0052
2016-11-10 2016-09-30 13F MARKEL COMMON 570535104 663 -105 -13.67 616 -15.38 0.0055
2016-08-11 2016-06-30 13F MARKEL COMMON 570535104 768 -400 -34.25 728 -30.07 0.0067
2016-05-12 2016-03-31 13F MARKEL COMMON 570535104 1,168 -1,554 -57.09 1,041 -56.70 0.0100
2016-02-11 2015-12-31 13F MARKEL COMMON 570535104 2,722 -90 -3.20 2,404 6.61 0.0240
2015-11-12 2015-09-30 13F MARKEL COMMON 570535104 2,812 -2,919 -50.93 2,255 -50.86 0.0240
2015-08-14 2015-06-30 13F MARKEL COMMON 570535104 5,731 5,731 4,589 0.0452
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.