Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership12,131 shares
Latest Disclosed Value $ 23,219,583
First Trust Advisors Lp reports 48.34% decrease in ownership of MKL / Markel Group Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 12,131 shares of Markel Group Inc. (MX:MKL) valued at $23,219,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,482 shares of Markel Group Inc.. This represents a change in shares of -48.34% 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 12,131 -11,351 -48.34 23,220 -54.00 0.0166
2026-02-13 2025-12-31 13F MARKEL GROUP COM 570535104 23,482 4,640 24.63 50,478 40.17 0.0367
2025-11-12 2025-09-30 13F MARKEL GROUP COM 570535104 18,842 -8,777 -31.78 36,014 -34.72 0.0268
2025-08-13 2025-06-30 13F MARKEL GROUP COM 570535104 27,619 -111,816 -80.19 55,165 -78.84 0.0444
2025-05-14 2025-03-31 13F MARKEL GROUP COM 570535104 139,435 121,476 676.41 260,689 740.91 0.2309
2025-02-13 2024-12-31 13F MARKEL GROUP COM 570535104 17,959 -10,869 -37.70 31,001 -31.44 0.0273
2024-11-13 2024-09-30 13F MARKEL GROUP COM 570535104 28,828 7,972 38.22 45,219 37.61 0.0431
2024-08-13 2024-06-30 13F MARKEL GROUP COM 570535104 20,856 1,851 9.74 32,862 13.65 0.0335
2024-05-13 2024-03-31 13F MARKEL GROUP COM 570535104 19,005 5,528 41.02 28,916 51.11 0.0293
2024-02-13 2023-12-31 13F MARKEL GROUP COM 570535104 13,477 13,042 2,998.16 19,136 2,889.84 0.0209
2023-11-13 2023-09-30 13F MARKEL GROUP COM 570535104 435 164 60.52 641 71.12 0.0008
2023-08-14 2023-06-30 13F MARKEL GROUP COM 570535104 271 -2,556 -90.41 375 -89.64 0.0004
2023-05-15 2023-03-31 13F MARKEL COM 570535104 2,827 -13,190 -82.35 3,611 -82.89 0.0042
2023-02-09 2022-12-31 13F MARKEL COM 570535104 16,017 -22,360 -58.26 21,104 -49.28 0.0251
2022-11-14 2022-09-30 13F MARKEL COM 570535104 38,377 -129,982 -77.21 41,609 -80.89 0.0539
2022-08-12 2022-06-30 13F MARKEL COM 570535104 168,359 -23,944 -12.45 217,730 -23.25 0.2688
2022-05-13 2022-03-31 13F MARKEL COM 570535104 192,303 24,903 14.88 283,693 37.33 0.2902
2022-02-08 2021-12-31 13F MARKEL COM 570535104 167,400 136,327 438.73 206,572 456.26 0.2010
2021-11-15 2021-09-30 13F MARKEL COM 570535104 31,073 10,175 48.69 37,136 49.74 0.0399
2021-10-12 2021-06-30 13F/A-1 MARKEL COM 570535104 20,898 13,356 177.09 24,800 188.54 0.0268
2021-08-16 2021-06-30 13F MARKEL COM 570535104 21,048 13,506 24,978 0.0258
2021-05-14 2021-03-31 13F MARKEL COM 570535104 7,542 7,542 8,595 0.0104
2020-11-05 2020-09-30 13F MARKEL COM 570535104 0 -14,102 -100.00 0 -100.00
2020-07-22 2020-06-30 13F MARKEL COM 570535104 14,102 11,338 410.20 13,019 407.56 0.0226
2020-05-06 2020-03-31 13F MARKEL COM 570535104 2,764 -12,921 -82.38 2,565 -85.70 0.0058
2020-02-03 2019-12-31 13F MARKEL COM 570535104 15,685 7,402 89.36 17,931 83.16 0.0306
2019-11-04 2019-09-30 13F MARKEL COM 570535104 8,283 8,283 9,790 0.0184
2019-07-30 2019-06-30 13F MARKEL COM 570535104 0 -14,054 -100.00 0 -100.00
2019-06-19 2019-03-31 13F/A-1 MARKEL COM 570535104 14,054 9,153 186.76 14,001 175.23 0.0278
2019-05-09 2019-03-31 13F MARKEL COM 570535104 14,054 9,153 14,001
2019-02-07 2018-12-31 13F MARKEL COM 570535104 4,901 2,508 104.81 5,087 78.87 0.0121
2018-10-25 2018-09-30 13F MARKEL COM 570535104 2,393 2,393 2,844 0.0053
2018-02-08 2017-12-31 13F MARKEL COM 570535104 0 -354 -100.00 0 -100.00
2017-10-24 2017-09-30 13F MARKEL COM 570535104 354 -1,748 -83.16 378 -81.57 0.0010
2017-08-02 2017-06-30 13F MARKEL COM 570535104 2,102 -4,053 -65.85 2,051 -65.85 0.0055
2017-05-02 2017-03-31 13F MARKEL COM 570535104 6,155 500 8.84 6,006 17.42 0.0166
2017-02-06 2016-12-31 13F MARKEL COM 570535104 5,655 -4,783 -45.82 5,115 -47.24 0.0152
2016-11-01 2016-09-30 13F MARKEL COM 570535104 10,438 -2,590 -19.88 9,695 -21.90 0.0289
2016-08-04 2016-06-30 13F MARKEL COM 570535104 13,028 4,709 56.61 12,413 67.36 0.0391
2016-05-10 2016-03-31 13F MARKEL COM 570535104 8,319 -4,300 -34.08 7,417 -33.46 0.0238
2016-05-04 2015-12-31 13F/A-1 MARKEL COM 570535104 12,619 1,417 12.65 11,147 24.10 0.0289
2016-02-03 2015-12-31 13F MARKEL COM 570535104 12,619 11,147
2015-11-05 2015-09-30 13F MARKEL COM 570535104 11,202 11,202 0.00 8,982 0.0260
2015-02-13 2014-12-31 13F MARKEL COM 570535104 0 -2,720 -100.00 0 -100.00
2014-11-12 2014-09-30 13F MARKEL COM 570535104 2,720 6 0.22 1,730 -2.75 0.0068
2014-08-11 2014-06-30 13F MARKEL COM 570535104 2,714 -377 -12.20 1,779 -3.47 0.0074
2014-05-12 2014-03-31 13F MARKEL COM 570535104 3,091 898 40.95 1,843 44.78 0.0081
2014-08-08 2013-12-31 13F/A-1 MARKEL COM 570535104 2,193 635 40.76 1,273 57.74 0.0062
2014-02-13 2013-12-31 13F MARKEL COM 570535104 2,193 1,273
2013-11-12 2013-09-30 13F MARKEL COM 570535104 1,558 213 15.84 807 13.82 0.0044
2013-08-12 2013-06-30 13F MARKEL COM 570535104 1,345 1,345 709 0.0046
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.