Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership8,993 shares
Latest Disclosed Value $ 17,212,619
LPL Financial LLC reports 3.71% increase in ownership of MKL / Markel Group Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 8,993 shares of Markel Group Inc. (MX:MKL) valued at $17,212,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 8,671 shares of Markel Group Inc.. This represents a change in shares of 3.71% 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)
2026-05-06 2026-03-31 13F MARKEL GROUP COM 570535104 8,993 322 3.71 17,213 -7.66 0.0046
2026-02-11 2025-12-31 13F MARKEL GROUP COM 570535104 8,671 463 5.64 18,640 18.81 0.0051
2025-11-12 2025-09-30 13F MARKEL GROUP COM 570535104 8,208 1,049 14.65 15,689 9.72 0.0046
2025-08-12 2025-06-30 13F MARKEL GROUP COM 570535104 7,159 503 7.56 14,300 14.91 0.0048
2025-05-07 2025-03-31 13F MARKEL GROUP COM 570535104 6,656 492 7.98 12,445 16.94 0.0048
2025-02-11 2024-12-31 13F MARKEL GROUP COM 570535104 6,164 453 7.93 10,641 18.79 0.0043
2024-11-08 2024-09-30 13F MARKEL GROUP COM 570535104 5,711 353 6.59 8,959 6.11 0.0040
2024-08-07 2024-06-30 13F MARKEL GROUP COM 570535104 5,358 534 11.07 8,443 15.03 0.0042
2024-05-10 2024-03-31 13F MARKEL GROUP COM 570535104 4,824 999 26.12 7,339 35.16 0.0039
2024-02-14 2023-12-31 13F MARKEL GROUP COM 570535104 3,825 -213 -5.27 5,430 -8.66 0.0033
2023-11-13 2023-09-30 13F MARKEL GROUP COM 570535104 4,038 192 4.99 5,945 11.77 0.0042
2023-07-31 2023-06-30 13F MARKEL GROUP COM 570535104 3,846 563 17.15 5,319 26.85 0.0038
2023-05-10 2023-03-31 13F MARKEL COM 570535104 3,283 503 18.09 4,193 14.53 0.0033
2023-02-07 2022-12-31 13F MARKEL COM 570535104 2,780 120 4.51 3,662 26.99 0.0031
2022-11-14 2022-09-30 13F MARKEL COM 570535104 2,660 98 3.83 2,883 -12.98 0.0028
2022-08-12 2022-06-30 13F MARKEL COM 570535104 2,562 503 24.43 3,313 9.09 0.0031
2022-05-16 2022-03-31 13F MARKEL COM 570535104 2,059 184 9.81 3,037 31.30 0.0026
2022-02-14 2021-12-31 13F MARKEL COM 570535104 1,875 59 3.25 2,313 6.59 0.0019
2021-11-15 2021-09-30 13F MARKEL COM 570535104 1,816 551 43.56 2,170 44.57 0.0020
2021-08-13 2021-06-30 13F MARKEL COM 570535104 1,265 60 4.98 1,501 9.32 0.0015
2021-05-14 2021-03-31 13F MARKEL COM 570535104 1,205 103 9.35 1,373 20.54 0.0016
2021-02-12 2020-12-31 13F MARKEL COM 570535104 1,102 -284 -20.49 1,139 -15.63 0.0015
2020-11-09 2020-09-30 13F MARKEL COM 570535104 1,386 30 2.21 1,350 7.83 0.0021
2020-08-13 2020-06-30 13F MARKEL COM 570535104 1,356 -470 -25.74 1,252 -26.09 0.0022
2020-05-14 2020-03-31 13F MARKEL COM 570535104 1,826 444 32.13 1,694 7.22 0.0036
2020-02-14 2019-12-31 13F MARKEL COM 570535104 1,382 80 6.14 1,580 2.66 0.0029
2019-11-13 2019-09-30 13F MARKEL COM 570535104 1,302 24 1.88 1,539 10.48 0.0031
2019-08-09 2019-06-30 13F MARKEL COM 570535104 1,278 95 8.03 1,393 18.15 0.0030
2019-05-08 2019-03-31 13F MARKEL COM 570535104 1,183 -73 -5.81 1,179 -9.59 0.0027
2019-02-07 2018-12-31 13F MARKEL COM 570535104 1,256 76 6.44 1,304 -6.99 0.0035
2018-11-14 2018-09-30 13F MARKEL COM 570535104 1,180 83 7.57 1,402 17.82 0.0034
2018-08-14 2018-06-30 13F MARKEL COM 570535104 1,097 -7 -0.63 1,190 -7.89 0.0031
2018-05-15 2018-03-31 13F MARKEL COM 570535104 1,104 -208 -15.85 1,292 -13.58 0.0036
2018-02-14 2017-12-31 13F MARKEL COM 570535104 1,312 322 32.53 1,495 41.44 0.0046
2017-11-14 2017-09-30 13F MARKEL COM 570535104 990 -58 -5.53 1,057 3.32 0.0037
2017-08-14 2017-06-30 13F MARKEL COM 570535104 1,048 -41 -3.76 1,023 -3.40 0.0039
2017-05-15 2017-03-31 13F MARKEL COM 570535104 1,089 -688 -38.72 1,059 -34.71 0.0072
2017-02-13 2016-12-31 13F MARKEL COM 570535104 1,777 22 1.25 1,622 -0.18 0.0123
2016-11-16 2016-09-30 13F MARKEL COM 570535104 1,755 -15 -0.85 1,625 -0.98 0.0154
2016-08-15 2016-06-30 13F MARKEL COM 570535104 1,770 -2,156 -54.92 1,641 -52.61 0.0139
2016-05-16 2016-03-31 13F MARKEL COM 570535104 3,926 490 14.26 3,463 14.18 0.0096
2016-02-12 2015-12-31 13F MARKEL COM 570535104 3,436 1,958 132.48 3,033 153.60 0.0084
2015-11-13 2015-09-30 13F MARKEL COM 570535104 1,478 265 21.85 1,196 17.03 0.0066
2015-08-14 2015-06-30 13F MARKEL COM 570535104 1,213 80 7.06 1,022 17.07 0.0052
2015-05-14 2015-03-31 13F MARKEL COM 570535104 1,133 -112 -9.00 873 2.71 0.0045
2015-02-13 2014-12-31 13F MARKEL COM 570535104 1,245 711 133.15 850 150.74 0.0047
2014-11-10 2014-09-30 13F MARKEL COM 570535104 534 88 19.73 339 16.10 0.0020
2014-08-05 2014-06-30 13F/A-1 MARKEL COM 570535104 446 446 292 0.0017
2014-08-05 2014-06-30 13F MARKEL COM 570535104 446 1,693 0.0366
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.