Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionRoundview Capital LLC
Latest Disclosed Ownership3,156 shares
Latest Disclosed Value $ 6,040,805
Roundview Capital LLC reports 0.22% increase in ownership of MKL / Markel Group Inc.

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 3,156 shares of Markel Group Inc. (MX:MKL) valued at $6,040,805 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,149 shares of Markel Group Inc.. This represents a change in shares of 0.22% 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)
2026-05-08 2026-03-31 13F MARKEL GROUP COM 570535104 3,156 7 0.22 6,041 -10.77 0.3763
2026-02-09 2025-12-31 13F MARKEL GROUP COM 570535104 3,149 -10 -0.32 6,769 12.13 0.4164
2025-11-12 2025-09-30 13F MARKEL GROUP COM 570535104 3,159 18 0.57 6,038 -3.76 0.3817
2025-07-23 2025-06-30 13F MARKEL GROUP COM 570535104 3,141 -1,267 -28.74 6,274 -23.88 0.4193
2025-05-06 2025-03-31 13F MARKEL GROUP COM 570535104 4,408 61 1.40 8,241 9.84 0.5946
2025-02-12 2024-12-31 13F MARKEL GROUP COM 570535104 4,347 20 0.46 7,504 10.55 0.5239
2024-11-14 2024-09-30 13F MARKEL GROUP COM 570535104 4,327 -2,123 -32.91 6,787 -33.22 0.4917
2024-08-09 2024-06-30 13F MARKEL GROUP COM 570535104 6,450 107 1.69 10,163 5.32 0.8004
2024-05-06 2024-03-31 13F MARKEL GROUP COM 570535104 6,343 86 1.37 9,651 8.62 0.7889
2024-02-12 2023-12-31 13F MARKEL GROUP COM 570535104 6,257 92 1.49 8,884 -2.13 0.8191
2023-11-13 2023-09-30 13F MARKEL GROUP COM 570535104 6,165 372 6.42 9,078 13.29 0.9128
2023-08-09 2023-06-30 13F MARKEL GROUP COM 570535104 5,793 506 9.57 8,013 18.64 0.7823
2023-05-09 2023-03-31 13F MARKEL COM 570535104 5,287 443 9.15 6,754 5.83 0.7064
2023-02-13 2022-12-31 13F MARKEL COM 570535104 4,844 167 3.57 6,382 25.83 0.7282
2022-11-10 2022-09-30 13F MARKEL COM 570535104 4,677 149 3.29 5,071 -13.41 0.6401
2022-08-11 2022-06-30 13F MARKEL COM 570535104 4,528 153 3.50 5,856 -9.27 0.7011
2022-05-17 2022-03-31 13F/A-1 MARKEL COM 570535104 4,375 358 8.91 6,454 30.20 0.6631
2022-05-11 2022-03-31 13F MARKEL COM 570535104 4,375 358 6,454 0.6405
2022-02-10 2021-12-31 13F MARKEL COM 570535104 4,017 148 3.83 4,957 7.20 0.4943
2021-11-10 2021-09-30 13F MARKEL COM 570535104 3,869 505 15.01 4,624 15.83 0.5097
2021-08-10 2021-06-30 13F MARKEL COM 570535104 3,364 45 1.36 3,992 5.55 0.4454
2021-05-14 2021-03-31 13F MARKEL COM 570535104 3,319 1,673 101.64 3,782 122.34 0.4759
2021-02-08 2020-12-31 13F MARKEL COM 570535104 1,646 134 8.86 1,701 15.56 0.2327
2020-11-05 2020-09-30 13F MARKEL COM 570535104 1,512 -7 -0.46 1,472 4.99 0.2309
2020-08-13 2020-06-30 13F MARKEL COM 570535104 1,519 -65 -4.10 1,402 -4.63 0.2381
2020-05-11 2020-03-31 13F MARKEL COM 570535104 1,584 -276 -14.84 1,470 -30.86 0.3108
2020-02-10 2019-12-31 13F MARKEL COM 570535104 1,860 98 5.56 2,126 2.06 0.4041
2019-11-12 2019-09-30 13F MARKEL COM 570535104 1,762 51 2.98 2,083 11.75 0.4496
2019-08-12 2019-06-30 13F MARKEL COM 570535104 1,711 70 4.27 1,864 14.01 0.4198
2019-05-09 2019-03-31 13F MARKEL COM 570535104 1,641 13 0.80 1,635 -3.25 0.3885
2019-02-13 2018-12-31 13F MARKEL COM 570535104 1,628 321 24.56 1,690 8.82 0.4739
2018-11-07 2018-09-30 13F Markel Corp Com COM 570535104 1,307 95 7.84 1,553 18.19 0.3833
2018-08-10 2018-06-30 13F Markel Corp Com COM 570535104 1,212 1,212 1,314 0.3444
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.