Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionCulbertson A N & Co Inc
Latest Disclosed Ownership3,952 shares
Latest Disclosed Value $ 7,564,405
Culbertson A N & Co Inc reports 31.21% increase in ownership of MKL / Markel Group Inc.

On May 12, 2026 - Culbertson A N & Co Inc filed a 13F-HR form disclosing ownership of 3,952 shares of Markel Group Inc. (MX:MKL) valued at $7,564,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,012 shares of Markel Group Inc.. This represents a change in shares of 31.21% 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 3,952 940 31.21 7,564 16.84 0.9813
2026-01-21 2025-12-31 13F MARKEL GROUP COM 570535104 3,012 261 9.49 6,475 23.13 0.8883
2025-10-24 2025-09-30 13F MARKEL GROUP COM 570535104 2,751 232 9.21 5,258 4.51 0.7442
2025-08-11 2025-06-30 13F MARKEL GROUP COM 570535104 2,519 1,039 70.20 5,031 81.82 0.7725
2025-05-15 2025-03-31 13F MARKEL GROUP COM 570535104 1,480 334 29.14 2,767 39.89 0.4420
2025-01-16 2024-12-31 13F MARKEL GROUP COM 570535104 1,146 528 85.44 1,978 104.13 0.3147
2024-10-16 2024-09-30 13F MARKEL GROUP COM 570535104 618 448 263.53 969 262.92 0.1561
2024-07-30 2024-06-30 13F MARKEL GROUP COM 570535104 170 0 0.00 268 3.49 0.0468
2024-04-30 2024-03-31 13F MARKEL GROUP COM 570535104 170 170 259 0.0446
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.