Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionCreative Planning
Latest Disclosed Ownership7,133 shares
Latest Disclosed Value $ 13,652,468
Creative Planning reports 2.63% increase in ownership of MKL / Markel Group Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 7,133 shares of Markel Group Inc. (MX:MKL) valued at $13,652,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,950 shares of Markel Group Inc.. This represents a change in shares of 2.63% 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)
2026-05-12 2026-03-31 13F MARKEL GROUP COM 570535104 7,133 183 2.63 13,652 -8.62 0.0091
2026-02-17 2025-12-31 13F MARKEL GROUP COM 570535104 6,950 711 11.40 14,940 25.28 0.0107
2025-11-14 2025-09-30 13F MARKEL GROUP COM 570535104 6,239 458 7.92 11,925 3.28 0.0091
2025-08-08 2025-06-30 13F MARKEL GROUP COM 570535104 5,781 180 3.21 11,546 10.27 0.0099
2025-05-15 2025-03-31 13F MARKEL GROUP COM 570535104 5,601 401 7.71 10,472 16.67 0.0098
2025-02-14 2024-12-31 13F MARKEL GROUP COM 570535104 5,200 -384 -6.88 8,976 2.47 0.0087
2024-10-11 2024-09-30 13F MARKEL GROUP COM 570535104 5,584 549 10.90 8,759 10.43 0.0087
2024-08-15 2024-06-30 13F MARKEL GROUP COM 570535104 5,035 224 4.66 7,933 8.38 0.0085
2024-05-13 2024-03-31 13F MARKEL GROUP COM 570535104 4,811 469 10.80 7,320 18.72 0.0081
2024-02-14 2023-12-31 13F MARKEL GROUP COM 570535104 4,342 530 13.90 6,166 9.83 0.0114
2023-11-16 2023-09-30 13F MARKEL GROUP COM 570535104 3,812 183 5.04 5,613 11.84 0.0075
2023-07-21 2023-06-30 13F MARKEL GROUP COM 570535104 3,629 804 28.46 5,020 39.07 0.0067
2023-05-15 2023-03-31 13F MARKEL COM 570535104 2,825 -179 -5.96 3,609 -8.79 0.0052
2023-02-10 2022-12-31 13F MARKEL COM 570535104 3,004 134 4.67 3,957 27.19 0.0060
2022-11-03 2022-09-30 13F MARKEL COM 570535104 2,870 568 24.67 3,111 4.50 0.0054
2022-08-15 2022-06-30 13F MARKEL COM 570535104 2,302 849 58.43 2,977 38.85 0.0049
2022-05-16 2022-03-31 13F MARKEL COM 570535104 1,453 -31 -2.09 2,144 17.09 0.0033
2022-02-11 2021-12-31 13F MARKEL COM 570535104 1,484 125 9.20 1,831 12.75 0.0029
2021-11-10 2021-09-30 13F MARKEL COM 570535104 1,359 347 34.29 1,624 35.22 0.0029
2021-08-04 2021-06-30 13F MARKEL COM 570535104 1,012 7 0.70 1,201 4.89 0.0021
2021-04-30 2021-03-31 13F CreativePlanning COM 570535104 1,005 149 17.41 1,145 29.38 0.0023
2021-01-29 2020-12-31 13F MARKEL COM 570535104 856 -76 -8.15 885 -2.43 0.0019
2020-11-05 2020-09-30 13F MARKEL COM 570535104 932 65 7.50 907 13.38 0.0024
2020-07-23 2020-06-30 13F MARKEL COM 570535104 867 -156 -15.25 800 -15.70 0.0023
2020-05-05 2020-03-31 13F MARKEL COM 570535104 1,023 -95 -8.50 949 -25.74 0.0034
2020-01-30 2019-12-31 13F MARKEL COM 570535104 1,118 -50 -4.28 1,278 -7.39 0.0038
2019-11-01 2019-09-30 13F MARKEL COM 570535104 1,168 -72 -5.81 1,380 2.15 0.0045
2019-07-26 2019-06-30 13F MARKEL COM 570535104 1,240 97 8.49 1,351 18.61 0.0045
2019-04-24 2019-03-31 13F MARKEL COM 570535104 1,143 32 2.88 1,139 -1.21 0.0041
2019-02-12 2018-12-31 13F/A-1 MARKEL COM 570535104 1,111 -27 -2.37 1,153 -14.78 0.0047
2019-02-01 2018-12-31 13F MARKEL COM 570535104 1,111 -27 1,153
2018-10-25 2018-09-30 13F MARKEL COM 570535104 1,138 68 6.36 1,353 16.64 0.0050
2018-07-20 2018-06-30 13F MARKEL COM 570535104 1,070 28 2.69 1,160 -4.84 0.0046
2018-04-18 2018-03-31 13F MARKEL COM 570535104 1,042 -46 -4.23 1,219 -1.61 0.0050
2018-01-17 2017-12-31 13F MARKEL COM 570535104 1,088 0 0.00 1,239 6.63 0.0053
2017-10-17 2017-09-30 13F MARKEL COM 570535104 1,088 -591 -35.20 1,162 -29.06 0.0054
2017-07-12 2017-06-30 13F MARKEL COM 570535104 1,679 -10 -0.59 1,638 -0.61 0.0083
2017-04-07 2017-03-31 13F MARKEL COM 570535104 1,689 189 12.60 1,648 21.44 0.0090
2017-01-09 2016-12-31 13F MARKEL COM 570535104 1,500 -30 -1.96 1,357 -4.50 0.0083
2016-10-12 2016-09-30 13F MARKEL COM 570535104 1,530 -629 -29.13 1,421 -30.92 0.0090
2016-07-12 2016-06-30 13F MARKEL COM 570535104 2,159 123 6.04 2,057 13.33 0.0149
2016-04-08 2016-03-31 13F MARKEL COM 570535104 2,036 -95 -4.46 1,815 -3.56 0.0142
2016-01-11 2015-12-31 13F MARKEL COM 570535104 2,131 1,072 101.23 1,882 121.67 0.0155
2015-10-09 2015-09-30 13F MARKEL COM 570535104 1,059 1,059 0.00 849 0.0075
2015-07-09 2015-06-30 13F MARKEL COM 570535104 0 -714 -100.00 0 -100.00
2015-04-13 2015-03-31 13F MARKEL COM 570535104 714 714 0.00 549 0.0052
2015-01-29 2014-12-31 13F MARKEL COM 570535104 0 -745 -100.00 0 -100.00
2014-10-10 2014-09-30 13F MARKEL COM 570535104 745 179 31.63 474 27.76 0.0055
2014-08-20 2014-06-30 13F MARKEL COM 570535104 566 -9 -1.57 371 8.16 0.0048
2014-04-11 2014-03-31 13F MARKEL COM 570535104 575 140 32.18 343 36.11 0.0052
2014-01-06 2013-12-31 13F MARKEL COM 570535104 435 205 89.13 252 111.76 0.0043
2013-10-10 2013-09-30 13F MARKEL COM 570535104 230 210 1,050.00 119 981.82 0.0024
2013-07-09 2013-06-30 13F MARKEL COM 570535104 20 20 11 0.0003
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.