Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership2,023 shares
Latest Disclosed Value $ 3,872,163
Utah Retirement Systems reports 1.65% decrease in ownership of MKL / Markel Group Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 2,023 shares of Markel Group Inc. (MX:MKL) valued at $3,872,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,057 shares of Markel Group Inc.. This represents a change in shares of -1.65% 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)
2026-05-15 2026-03-31 13F MARKEL GROUP COM 570535104 2,023 -34 -1.65 3,872 -12.42 0.0396
2026-02-17 2025-12-31 13F MARKEL GROUP COM 570535104 2,057 0 0.00 4,422 12.47 0.0421
2025-11-14 2025-09-30 13F MARKEL GROUP COM 570535104 2,057 -20 -0.96 3,932 -5.23 0.0382
2025-08-14 2025-06-30 13F MARKEL GROUP COM 570535104 2,077 -21 -1.00 4,149 5.76 0.0433
2025-05-15 2025-03-31 13F MARKEL GROUP COM 570535104 2,098 0 0.00 3,922 8.31 0.0452
2025-02-14 2024-12-31 13F MARKEL GROUP COM 570535104 2,098 -35 -1.64 3,622 8.25 0.0399
2024-11-14 2024-09-30 13F MARKEL GROUP COM 570535104 2,133 0 0.00 3,346 -0.45 0.0378
2024-08-14 2024-06-30 13F MARKEL GROUP COM 570535104 2,133 -145 -6.37 3,361 -3.03 0.0399
2024-05-15 2024-03-31 13F MARKEL GROUP COM 570535104 2,278 0 0.00 3,466 7.14 0.0405
2024-02-14 2023-12-31 13F MARKEL GROUP COM 570535104 2,278 8 0.35 3,235 -3.23 0.0412
2023-11-14 2023-09-30 13F MARKEL GROUP COM 570535104 2,270 0 0.00 3,343 6.47 0.0478
2023-08-14 2023-06-30 13F MARKEL GROUP COM 570535104 2,270 -100 -4.22 3,140 3.70 0.0435
2023-05-16 2023-03-31 13F MARKEL COM 570535104 2,370 0 0.00 3,027 -3.04 0.0438
2023-02-15 2022-12-31 13F MARKEL COM 570535104 2,370 -36 -1.50 3,122 19.66 0.0495
2022-11-14 2022-09-30 13F MARKEL COM 570535104 2,406 10 0.42 2,609 -15.78 0.0435
2022-08-16 2022-06-30 13F MARKEL COM 570535104 2,396 -13 -0.54 3,098 -12.81 0.0496
2022-05-13 2022-03-31 13F MARKEL COM 570535104 2,409 -41 -1.67 3,553 17.53 0.0473
2022-02-14 2021-12-31 13F MARKEL COM 570535104 2,450 10 0.41 3,023 3.63 0.0374
2021-11-16 2021-09-30 13F MARKEL COM 570535104 2,440 -151 -5.83 2,917 -5.14 0.0394
2021-08-16 2021-06-30 13F MARKEL COM 570535104 2,591 0 0.00 3,075 4.13 0.0396
2021-05-17 2021-03-31 13F MARKEL COM 570535104 2,591 -100 -3.72 2,953 6.22 0.0412
2021-02-16 2020-12-31 13F MARKEL COM 570535104 2,691 136 5.32 2,780 11.74 0.0395
2020-11-16 2020-09-30 13F MARKEL COM 570535104 2,555 0 0.00 2,488 5.47 0.0413
2020-08-13 2020-06-30 13F/A-1 MARKEL COM 570535104 2,555 21 0.83 2,359 0.34 0.0433
2020-08-13 2020-06-30 13F MARKEL COM 570535104 2,555 21 2,359 43,297.1942
2020-05-15 2020-03-31 13F MARKEL COM 570535104 2,534 0 0.00 2,351 -18.85 0.0509
2020-02-12 2019-12-31 13F MARKEL COM 570535104 2,534 0 0.00 2,897 -3.27 0.0509
2019-11-14 2019-09-30 13F MARKEL COM 570535104 2,534 0 0.00 2,995 8.48 0.0570
2019-08-14 2019-06-30 13F MARKEL COM 570535104 2,534 0 0.00 2,761 9.35 0.0529
2019-05-15 2019-03-31 13F MARKEL COM 570535104 2,534 15 0.60 2,525 -3.44 0.0500
2019-02-08 2018-12-31 13F MARKEL COM 570535104 2,519 0 0.00 2,615 -12.63 0.0591
2018-11-13 2018-09-30 13F MARKEL COM 570535104 2,519 0 0.00 2,993 9.55 0.0580
2018-08-10 2018-06-30 13F MARKEL COM 570535104 2,519 0 0.00 2,732 -7.30 0.0565
2018-05-15 2018-03-31 13F MARKEL COM 570535104 2,519 0 0.00 2,947 2.68 0.0627
2018-02-14 2017-12-31 13F MARKEL COM 570535104 2,519 0 0.00 2,870 6.69 0.0603
2017-11-13 2017-09-30 13F MARKEL COM 570535104 2,519 0 0.00 2,690 9.44 0.0605
2017-08-08 2017-06-30 13F MARKEL COM 570535104 2,519 -57 -2.21 2,458 -2.23 0.0573
2017-05-11 2017-03-31 13F MARKEL COM 570535104 2,576 0 0.00 2,514 7.90 0.0601
2017-02-10 2016-12-31 13F MARKEL COM 570535104 2,576 100 4.04 2,330 1.35 0.0586
2016-11-07 2016-09-30 13F MARKEL COM 570535104 2,476 -100 -3.88 2,299 -6.35 0.0595
2016-08-03 2016-06-30 13F MARKEL COM 570535104 2,576 0 0.00 2,455 6.88 0.0654
2016-05-10 2016-03-31 13F MARKEL COM 570535104 2,576 0 0.00 2,297 0.97 0.0623
2016-02-11 2015-12-31 13F MARKEL COM 570535104 2,576 100 4.04 2,275 14.61 0.0617
2015-11-03 2015-09-30 13F MARKEL COM 570535104 2,476 -100 -3.88 1,985 -3.73 0.0568
2015-08-11 2015-06-30 13F MARKEL COM 570535104 2,576 0 0.00 2,062 4.14 0.0548
2015-05-14 2015-03-31 13F MARKEL COM 570535104 2,576 100 4.04 1,980 17.16 0.0520
2015-02-11 2014-12-31 13F MARKEL COM 570535104 2,476 0 0.00 1,690 7.30 0.0465
2014-11-06 2014-09-30 13F MARKEL COM 570535104 2,476 0 0.00 1,575 -3.02 0.0452
2014-08-08 2014-06-30 13F MARKEL COM 570535104 2,476 -100 -3.88 1,624 5.73 0.0465
2014-05-08 2014-03-31 13F MARKEL COM 570535104 2,576 100 4.04 1,536 6.89 0.0443
2014-02-05 2013-12-31 13F MARKEL COM 570535104 2,476 0 0.00 1,437 12.09 0.0425
2013-11-06 2013-09-30 13F MARKEL COM 570535104 2,476 -100 -3.88 1,282 -5.53 0.0415
2013-08-02 2013-06-30 13F MARKEL COM 570535104 2,576 2,576 1,357 0.0458
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.