Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionBoston Partners
Latest Disclosed Ownership250,972 shares
Latest Disclosed Value $ 480,363,276
Boston Partners reports 4.26% decrease in ownership of MKL / Markel Group Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 250,972 shares of Markel Group Inc. (MX:MKL) valued at $480,363,276 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 262,151 shares of Markel Group Inc.. This represents a change in shares of -4.26% 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)
2026-05-11 2026-03-31 13F MARKEL GROUP COM 570535104 250,972 -11,179 -4.26 480,363 -14.75 0.2150
2026-02-13 2025-12-31 13F MARKEL GROUP COM 570535104 262,151 -7,111 -2.64 563,463 9.42 0.5834
2025-11-13 2025-09-30 13F MARKEL GROUP COM 570535104 269,262 -2,837 -1.04 514,940 -5.24 0.5287
2025-08-12 2025-06-30 13F/A-1 MARKEL GROUP COM 570535104 272,099 -4,573 -1.65 543,401 5.07 0.6035
2025-08-07 2025-06-30 13F MARKEL GROUP COM 570535104 271,782 -4,890 542,768 0.2492
2025-05-13 2025-03-31 13F MARKEL GROUP COM 570535104 276,672 -5,148 -1.83 517,182 6.29 0.6255
2025-02-11 2024-12-31 13F MARKEL GROUP COM 570535104 281,820 42,178 17.60 486,580 29.43 0.5918
2024-11-12 2024-09-30 13F MARKEL GROUP COM 570535104 239,642 2,215 0.93 375,929 0.48 0.4437
2024-08-14 2024-06-30 13F MARKEL GROUP COM 570535104 237,427 23,027 10.74 374,127 14.72 0.4648
2024-05-28 2024-03-31 13F/A-1 MARKEL GROUP COM 570535104 214,400 57,528 36.67 326,124 46.39 0.3885
2024-05-13 2024-03-31 13F MARKEL GROUP COM 570535104 214,400 57,528 326,124 0.3884
2024-02-07 2023-12-31 13F MARKEL GROUP COM 570535104 156,872 125,507 400.15 222,771 382.35 0.2950
2023-11-08 2023-09-30 13F MARKEL GROUP COM 570535104 31,365 -1,195 -3.67 46,184 2.51 0.0639
2023-08-10 2023-06-30 13F MARKEL GROUP COM 570535104 32,560 -2,635 -7.49 45,054 0.17 0.0606
2023-05-09 2023-03-31 13F MARKEL COM 570535104 35,195 -589 -1.65 44,979 -4.63 0.0618
2023-02-08 2022-12-31 13F MARKEL COM 570535104 35,784 -2,252 -5.92 47,163 14.29 0.0638
2022-11-09 2022-09-30 13F MARKEL COM 570535104 38,036 -2,308 -5.72 41,266 -20.90 0.0604
2022-08-10 2022-06-30 13F MARKEL COM 570535104 40,344 -1,487 -3.55 52,172 -15.46 0.0729
2022-05-10 2022-03-31 13F MARKEL COM 570535104 41,831 -1,237 -2.87 61,713 16.12 0.0748
2022-02-04 2021-12-31 13F MARKEL COM 570535104 43,068 -2,541 -5.57 53,147 -2.52 0.0640
2021-11-05 2021-09-30 13F MARKEL COM 570535104 45,609 1,712 3.90 54,522 4.63 0.0691
2021-08-12 2021-06-30 13F MARKEL COM 570535104 43,897 1,587 3.75 52,107 8.04 0.0665
2021-05-10 2021-03-31 13F MARKEL COM 570535104 42,310 2,579 6.49 48,229 17.48 0.0647
2021-02-10 2020-12-31 13F/A-1 MARKEL COM 570535104 39,731 331 0.84 41,054 7.01 0.0638
2021-02-04 2020-12-31 13F MARKEL COM 570535104 39,731 331 41,054 24,629.9598
2020-11-13 2020-09-30 13F/A-1 MARKEL COM 570535104 39,400 -1,485 -3.63 38,363 1.66 0.0699
2020-11-09 2020-09-30 13F MARKEL COM 570535104 40,885 0 37,738 27,704.1874
2020-08-12 2020-06-30 13F MARKEL COM 570535104 40,885 -2,837 -6.49 37,738 -6.94 0.0693
2020-05-13 2020-03-31 13F MARKEL COM 570535104 43,722 43,722 40,553 0.0805
2018-11-14 2018-09-30 13F MARKEL COM 570535104 0 -1,525 -100.00 0 -100.00
2018-08-03 2018-06-30 13F MARKEL COM 570535104 1,525 1,525 1,654 0.0020
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.