Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionRathbone Brothers plc
Latest Disclosed Ownership2,616 shares
Latest Disclosed Value $ 5,007,207
Rathbone Brothers plc reports 67.37% increase in ownership of MKL / Markel Group Inc.

On May 12, 2026 - Rathbone Brothers plc filed a 13F-HR form disclosing ownership of 2,616 shares of Markel Group Inc. (MX:MKL) valued at $5,007,207 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 1,563 shares of Markel Group Inc.. This represents a change in shares of 67.37% 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 INC NPV COM 570535104 2,616 1,053 67.37 5,007 49.06 0.0214
2026-02-06 2025-12-31 13F/A-1 MARKEL GROUP INC NPV COM 570535104 1,563 -50 -3.10 3,360 8.95 0.0133
2026-01-21 2025-12-31 13F MARKEL GROUP INC NPV COM 570535104 1,563 -50 3,360 0.0133
2025-11-13 2025-09-30 13F MARKEL GROUP INC NPV COM 570535104 1,613 -11 -0.68 3,083 -4.93 0.0125
2025-08-07 2025-06-30 13F MARKEL GROUP INC NPV COM 570535104 1,624 -145 -8.20 3,244 -1.94 0.0140
2025-05-13 2025-03-31 13F MARKEL GROUP INC NPV COM 570535104 1,769 380 27.36 3,307 37.96 0.0160
2025-02-13 2024-12-31 13F MARKEL GROUP INC NPV COM 570535104 1,389 321 30.06 2,398 43.10 0.0116
2024-11-13 2024-09-30 13F MARKEL GROUP INC NPV COM 570535104 1,068 307 40.34 1,675 39.70 0.0085
2024-08-09 2024-06-30 13F MARKEL GROUP INC NPV COM 570535104 761 104 15.83 1,199 20.02 0.0065
2024-05-14 2024-03-31 13F MARKEL GROUP INC NPV COM 570535104 657 157 31.40 1,000 40.90 0.0058
2024-02-13 2023-12-31 13F MARKEL GROUP INC NPV COM 570535104 500 3 0.60 710 -3.01 0.0046
2023-11-13 2023-09-30 13F MARKEL GROUP INC NPV COM 570535104 497 214 75.62 732 86.96 0.0053
2023-08-04 2023-06-30 13F MARKEL GROUP INC NPV COM 570535104 283 -15 -5.03 391 2.89 0.0037
2023-05-12 2023-03-31 13F MARKEL CORP NPV COM 570535104 298 0 0.00 381 -3.06 0.0039
2023-02-14 2022-12-31 13F MARKEL CORP NPV COM 570535104 298 -200 -40.16 393 -27.41 0.0044
2022-11-14 2022-09-30 13F/A-1 MARKEL CORP NPV COM 570535104 498 0 0.00 540 -16.15 0.0067
2022-11-03 2022-09-30 13F MARKEL CORP NPV COM 570535104 498 0 540 0.0067
2022-08-12 2022-06-30 13F MARKEL CORP NPV COM 570535104 498 0 0.00 644 -12.38 0.0074
2022-05-11 2022-03-31 13F MARKEL CORP NPV COM 570535104 498 200 67.11 735 99.73 0.0075
2022-02-10 2021-12-31 13F MARKEL CORP NPV COM 570535104 298 0 0.00 368 3.37 0.0036
2021-11-04 2021-09-30 13F MARKEL CORP NPV COM 570535104 298 0 0.00 356 0.56 0.0038
2021-07-30 2021-06-30 13F MARKEL CORP NPV COM 570535104 298 0 0.00 354 4.12 0.0039
2021-05-14 2021-03-31 13F MARKEL CORP NPV COM 570535104 298 10 3.47 340 14.09 0.0044
2021-02-11 2020-12-31 13F MARKEL CORP NPV COM 570535104 288 10 3.60 298 9.96 0.0042
2020-11-13 2020-09-30 13F MARKEL CORP NPV COM 570535104 278 0 0.00 271 5.45 0.0046
2020-08-07 2020-06-30 13F MARKEL CORP NPV COM 570535104 278 0 0.00 257 -0.39 0.0052
2020-05-04 2020-03-31 13F MARKEL CORP NPV COM 570535104 278 0 0.00 258 -18.87 0.0075
2020-02-11 2019-12-31 13F MARKEL CORP NPV COM 570535104 278 -327 -54.05 318 -55.52 0.0084
2019-11-13 2019-09-30 13F MARKEL CORP NPV COM 570535104 605 0 0.00 715 8.50 0.0203
2019-08-12 2019-06-30 13F MARKEL CORP NPV COM 570535104 605 -40 -6.20 659 2.49 0.0206
2019-05-09 2019-03-31 13F MARKEL CORP NPV COM 570535104 645 0 0.00 643 -4.03 0.0211
2019-02-12 2018-12-31 13F MARKEL CORP NPV COM 570535104 645 0 0.00 670 -12.65 0.0257
2018-10-12 2018-09-30 13F MARKEL CORP NPV COM 570535104 645 126 24.28 767 36.23 0.0261
2018-07-16 2018-06-30 13F MARKEL CORP NPV COM 570535104 519 -20 -3.71 563 -10.78 0.0213
2018-04-06 2018-03-31 13F MARKEL CORP NPV COM 570535104 539 182 50.98 631 55.04 0.0257
2018-01-24 2017-12-31 13F MARKEL CORP NPV COM 570535104 357 0 0.00 407 6.82 0.0166
2017-10-24 2017-09-30 13F MARKEL CORP NPV COM 570535104 357 100 38.91 381 51.79 0.0166
2017-08-10 2017-06-30 13F MARKEL CORP NPV COM 570535104 257 0 0.00 251 0.00 0.0112
2017-04-06 2017-03-31 13F MARKEL CORP NPV COM 570535104 257 0 0.00 251 8.19 0.0114
2017-02-02 2016-12-31 13F MARKEL CORP NPV COM 570535104 257 257 232 0.0116
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.