Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership1,130 shares
Latest Disclosed Value $ 2,162,899
Daiwa Securities Group Inc. reports 4.63% increase in ownership of MKL / Markel Group Inc.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 1,130 shares of Markel Group Inc. (MX:MKL) valued at $2,162,899 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,080 shares of Markel Group Inc.. This represents a change in shares of 4.63% 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)
2026-05-13 2026-03-31 13F MARKEL GROUP COM 570535104 1,130 50 4.63 2,163 108,000.00 0.0062
2026-02-10 2025-12-31 13F MARKEL GROUP COM 570535104 1,080 10 0.93 2 0.00 0.0074
2025-11-14 2025-09-30 13F MARKEL GROUP COM 570535104 1,070 40 3.88 2 0.00 0.0069
2025-08-14 2025-06-30 13F MARKEL GROUP COM 570535104 1,030 -10 -0.96 2 100.00 0.0076
2025-05-13 2025-03-31 13F MARKEL GROUP COM 570535104 1,040 50 5.05 2 0.00 0.0082
2025-02-07 2024-12-31 13F MARKEL GROUP COM 570535104 990 0 0.00 2 0.00 0.0076
2024-11-12 2024-09-30 13F MARKEL GROUP COM 570535104 990 110 12.50 2 0.00 0.0072
2024-08-07 2024-06-30 13F MARKEL GROUP COM 570535104 880 10 1.15 1 0.00 0.0074
2024-05-02 2024-03-31 13F MARKEL GROUP COM 570535104 870 90 11.54 1 0.00 0.0075
2024-01-31 2023-12-31 13F MARKEL GROUP COM 570535104 780 0 0.00 1 0.00 0.0069
2023-11-01 2023-09-30 13F MARKEL GROUP COM 570535104 780 10 1.30 1 0.00 0.0082
2023-07-31 2023-06-30 13F MARKEL GROUP COM 570535104 770 0 0.00 1 0.0070
2023-05-02 2023-03-31 13F MARKEL COM 570535104 770 20 2.67 1 0.0068
2023-02-06 2022-12-31 13F MARKEL COM 570535104 750 60 8.70 1 -100.00 0.0076
2022-11-02 2022-09-30 13F MARKEL COM 570535104 690 -6 -0.86 748 -16.89 0.0062
2022-08-09 2022-06-30 13F MARKEL COM 570535104 696 32 4.82 900 -8.16 0.0069
2022-04-29 2022-03-31 13F MARKEL COM 570535104 664 -23 -3.35 980 15.57 0.0045
2022-02-03 2021-12-31 13F MARKEL COM 570535104 687 0 0.00 848 3.29 0.0050
2021-11-05 2021-09-30 13F MARKEL COM 570535104 687 30 4.57 821 5.26 0.0054
2021-08-06 2021-06-30 13F MARKEL COM 570535104 657 0 0.00 780 4.14 0.0053
2021-05-03 2021-03-31 13F MARKEL COM 570535104 657 20 3.14 749 13.83 0.0056
2021-02-04 2020-12-31 13F MARKEL COM 570535104 637 20 3.24 658 9.48 0.0051
2020-11-02 2020-09-30 13F MARKEL COM 570535104 617 -51 -7.63 601 -3.06 0.0054
2020-08-11 2020-06-30 13F MARKEL COM 570535104 668 0 0.00 620 0.00 0.0131
2020-05-14 2020-03-31 13F MARKEL COM 570535104 668 100 17.61 620 -4.47 0.0064
2020-01-31 2019-12-31 13F MARKEL COM 570535104 568 0 0.00 649 -3.28 0.0054
2019-11-04 2019-09-30 13F MARKEL COM 570535104 568 30 5.58 671 14.51 0.0057
2019-07-24 2019-06-30 13F MARKEL COM 570535104 538 0 0.00 586 9.33 0.0052
2019-04-26 2019-03-31 13F MARKEL COM 570535104 538 68 14.47 536 9.84 0.0047
2019-02-05 2018-12-31 13F MARKEL COM 570535104 470 20 4.44 488 -8.79 0.0047
2018-11-01 2018-09-30 13F MARKEL COM 570535104 450 0 0.00 535 9.63 0.0045
2018-07-30 2018-06-30 13F MARKEL COM 570535104 450 0 0.00 488 -7.40 0.0038
2018-05-02 2018-03-31 13F MARKEL COM 570535104 450 20 4.65 527 7.55 0.0042
2018-02-06 2017-12-31 13F MARKEL COM 570535104 430 30 7.50 490 14.75 0.0035
2017-11-02 2017-09-30 13F MARKEL COM 570535104 400 0 0.00 427 9.49 0.0029
2017-07-28 2017-06-30 13F MARKEL COM 570535104 400 0 0.00 390 0.00 0.0025
2017-05-02 2017-03-31 13F MARKEL COM 570535104 400 30 8.11 390 16.42 0.0025
2017-02-01 2016-12-31 13F MARKEL COM 570535104 370 25 7.25 335 4.69 0.0021
2017-01-10 2016-09-30 13F/A-1 MARKEL COM 570535104 345 -500 -59.17 320 -60.25 0.0019
2016-11-04 2016-09-30 13F MARKEL COM 570535104 345 320
2016-07-25 2016-06-30 13F MARKEL COM 570535104 845 520 160.00 805 177.59 0.0048
2016-05-12 2016-03-31 13F MARKEL COM 570535104 325 0 0.00 290 1.05 0.0018
2016-02-04 2015-12-31 13F MARKEL COM 570535104 325 325 287 0.0019
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.