Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership4,437 shares
Latest Disclosed Value $ 8,492,640
Stifel Financial Corp reports 8.06% decrease in ownership of MKL / Markel Group Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 4,437 shares of Markel Group Inc. (MX:MKL) valued at $8,492,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,826 shares of Markel Group Inc.. This represents a change in shares of -8.06% 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 COM 570535104 4,437 -389 -8.06 8,493 -18.14 0.0018
2026-02-13 2025-12-31 13F MARKEL GROUP COM 570535104 4,826 253 5.53 10,374 18.70 0.0093
2025-11-12 2025-09-30 13F MARKEL GROUP COM 570535104 4,573 54 1.19 8,741 -3.17 0.0080
2025-08-14 2025-06-30 13F MARKEL GROUP COM 570535104 4,519 91 2.06 9,026 9.04 0.0088
2025-05-14 2025-03-31 13F MARKEL GROUP COM 570535104 4,428 -79 -1.75 8,279 6.40 0.0088
2025-02-13 2024-12-31 13F MARKEL GROUP COM 570535104 4,507 -60 -1.31 7,780 8.61 0.0081
2024-11-14 2024-09-30 13F MARKEL GROUP COM 570535104 4,567 38 0.84 7,164 0.38 0.0075
2024-08-13 2024-06-30 13F MARKEL GROUP COM 570535104 4,529 251 5.87 7,136 9.65 0.0080
2024-05-14 2024-03-31 13F MARKEL GROUP COM 570535104 4,278 26 0.61 6,509 7.80 0.0074
2024-02-12 2023-12-31 13F MARKEL GROUP COM 570535104 4,252 -2,704 -38.87 6,037 -41.06 0.0076
2023-11-13 2023-09-30 13F MARKEL GROUP COM 570535104 6,956 -294 -4.06 10,242 2.13 0.0144
2023-08-14 2023-06-30 13F MARKEL GROUP COM 570535104 7,250 80 1.12 10,028 9.49 0.0137
2023-05-12 2023-03-31 13F MARKEL COM 570535104 7,170 30 0.42 9,159 -2.63 0.0131
2023-02-13 2022-12-31 13F MARKEL COM 570535104 7,140 1,547 27.66 9,407 55.14 0.0141
2022-11-14 2022-09-30 13F MARKEL COM 570535104 5,593 -1,433 -20.40 6,063 -33.28 0.0099
2022-08-15 2022-06-30 13F MARKEL COM 570535104 7,026 -229 -3.16 9,087 -15.09 0.0142
2022-05-13 2022-03-31 13F MARKEL COM 570535104 7,255 -1,228 -14.48 10,702 2.25 0.0146
2022-02-14 2021-12-31 13F MARKEL COM 570535104 8,483 -659 -7.21 10,467 -4.19 0.0138
2021-11-15 2021-09-30 13F MARKEL COM 570535104 9,142 -26 -0.28 10,925 0.42 0.0160
2021-08-13 2021-06-30 13F MARKEL COM 570535104 9,168 279 3.14 10,879 7.40 0.0163
2021-05-14 2021-03-31 13F MARKEL COM 570535104 8,889 1,470 19.81 10,129 32.15 0.0167
2021-02-12 2020-12-31 13F MARKEL COM 570535104 7,419 -228 -2.98 7,665 2.96 0.0137
2020-11-16 2020-09-30 13F MARKEL COM 570535104 7,647 -64 -0.83 7,445 4.59 0.0153
2020-08-14 2020-06-30 13F MARKEL COM 570535104 7,711 315 4.26 7,118 2.98 0.0164
2020-05-14 2020-03-31 13F MARKEL COM 570535104 7,396 -1,309 -15.04 6,912 -30.56 0.0191
2020-02-13 2019-12-31 13F MARKEL COM 570535104 8,705 255 3.02 9,954 -0.38 0.0207
2019-11-19 2019-09-30 13F/A-1 MARKEL COM 570535104 8,450 353 4.36 9,992 13.28 0.0255
2019-11-13 2019-09-30 13F MARKEL COM 570535104 8,417 320 9,953 5,579.1554
2019-08-14 2019-06-30 13F MARKEL COM 570535104 8,097 1,130 16.22 8,821 26.79 0.0227
2019-05-14 2019-03-31 13F MARKEL COM 570535104 6,967 1,667 31.45 6,957 27.86 0.0197
2019-02-13 2018-12-31 13F MARKEL COM 570535104 5,300 32 0.61 5,441 -13.37 0.0176
2018-11-13 2018-09-30 13F MARKEL COM 570535104 5,268 71 1.37 6,281 11.80 0.0180
2018-08-14 2018-06-30 13F MARKEL COM 570535104 5,197 -246 -4.52 5,618 -12.22 0.0172
2018-05-11 2018-03-31 13F MARKEL COM 570535104 5,443 158 2.99 6,400 5.96 0.0202
2018-02-14 2017-12-31 13F MARKEL COM 570535104 5,285 141 2.74 6,040 11.15 0.0192
2017-11-13 2017-09-30 13F MARKEL COM 570535104 5,144 17 0.33 5,434 7.69 0.0189
2017-08-14 2017-06-30 13F MARKEL COM 570535104 5,127 10 0.20 5,046 0.24 0.0187
2017-05-10 2017-03-31 13F MARKEL COM 570535104 5,117 252 5.18 5,034 13.99 0.0195
2017-02-16 2016-12-31 13F MARKEL COM 570535104 4,865 1,674 52.46 4,416 47.79 0.0187
2016-11-15 2016-09-30 13F MARKEL COM 570535104 3,191 -271 -7.83 2,988 -9.43 0.0134
2016-08-17 2016-06-30 13F MARKEL COM 570535104 3,462 128 3.84 3,299 10.97 0.0153
2016-05-16 2016-03-31 13F MARKEL COM 570535104 3,334 97 3.00 2,973 3.95 0.0158
2016-03-21 2015-12-31 13F/A-2 MARKEL COM 570535104 3,237 697 27.44 2,860 40.47 0.0149
2016-02-26 2015-12-31 13F/A-1 MARKEL COM 570535104 3,237 0 2,860 0.0150
2016-02-16 2015-12-31 13F MARKEL COM 570535104 3,237 8,131
2015-11-16 2015-09-30 13F MARKEL COM 570535104 2,540 -112 -4.22 2,036 -3.92 0.0114
2015-08-17 2015-06-30 13F/A-1 MARKEL COM 570535104 2,652 -44 -1.63 2,119 2.22 0.0110
2015-08-17 2015-06-30 13F MARKEL COM 570535104 2,476 1,981
2015-05-14 2015-03-31 13F MARKEL COM 570535104 2,696 -29 -1.06 2,073 11.51 0.0113
2015-02-13 2014-12-31 13F MARKEL COM 570535104 2,725 408 17.61 1,859 26.12 0.0103
2014-11-13 2014-09-30 13F MARKEL COM 570535104 2,317 236 11.34 1,474 8.06 0.0129
2014-08-14 2014-06-30 13F MARKEL COM 570535104 2,081 -70 -3.25 1,364 6.40 0.0122
2014-05-15 2014-03-31 13F MARKEL COM 570535104 2,151 2,151 1,282 0.0123
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.