Markel Group Inc.
US ˙ NYSE ˙ US5705351048

SecurityMKL / Markel Group Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership5,057 shares
Latest Disclosed Value $ 9,679,607
Cerity Partners LLC reports 12.20% increase in ownership of MKL / Markel Group Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 5,057 shares of Markel Group Inc. (US:MKL) valued at $9,679,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,507 shares of Markel Group Inc.. This represents a change in shares of 12.20% during the quarter. The current value of the position is $8,989,475 USD.

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 5,057 550 12.20 9,680 -0.09 0.0137
2026-02-11 2025-12-31 13F MARKEL GROUP COM 570535104 4,507 96 2.18 9,689 14.92 0.0141
2025-10-22 2025-09-30 13F MARKEL GROUP COM 570535104 4,411 -299 -6.35 8,430 -10.39 0.0137
2025-08-13 2025-06-30 13F MARKEL GROUP Stock 570535104 4,710 -55 -1.15 9,408 5.60 0.0168
2025-04-30 2025-03-31 13F MARKEL GROUP Stock 570535104 4,765 561 13.34 8,909 25.13 0.0180
2025-02-13 2024-12-31 13F MARKEL GROUP Stock 570535104 4,204 -336 -7.40 7,119 -0.03 0.0154
2024-11-12 2024-09-30 13F MARKEL GROUP Stock 570535104 4,540 625 15.96 7,121 15.45 0.0158
2024-08-13 2024-06-30 13F MARKEL GROUP COM 570535104 3,915 -889 -18.51 6,169 -14.54 0.0162
2024-05-14 2024-03-31 13F MARKEL GROUP Stock 570535104 4,804 1,377 40.18 7,218 48.31 0.0191
2024-01-26 2023-12-31 13F MARKEL GROUP Stock 570535104 3,427 549 19.08 4,866 14.85 0.0160
2023-11-14 2023-09-30 13F MARKEL GROUP COM 570535104 2,878 -563 -16.36 4,238 -10.97 0.0206
2023-08-14 2023-06-30 13F MARKEL GROUP COM 570535104 3,441 318 10.18 4,760 18.12 0.0185
2023-05-11 2023-03-31 13F MARKEL COM 570535104 3,123 1,259 67.54 4,029 64.05 0.0095
2023-02-15 2022-12-31 13F MARKEL Stock 570535104 1,864 366 24.43 2,456 51.14 0.0157
2022-11-14 2022-09-30 13F MARKEL Stock 570535104 1,498 -136 -8.32 1,625 -23.10 0.0195
2022-08-10 2022-06-30 13F MARKEL COM 570535104 1,634 1,306 398.17 2,113 337.47 0.0234
2022-04-25 2022-03-31 13F MARKEL COM 570535104 328 -14 -4.09 483 15.27 0.0075
2022-02-14 2021-12-31 13F MARKEL Stock 570535104 342 17 5.23 419 7.99 0.0064
2021-10-25 2021-09-30 13F Markel Stock 570535104 325 0 0.00 388 0.52 0.0085
2021-08-11 2021-06-30 13F MARKEL Stock 570535104 325 -30 -8.45 386 -4.69 0.0084
2021-08-11 2021-03-31 13F/A-1 MARKEL Stock 570535104 355 -53 -12.99 405 -4.03 0.0096
2021-05-12 2021-03-31 13F MARKEL Stock 570535104 358 -50 408 0.0121
2021-02-11 2020-12-31 13F MARKEL Stock 570535104 408 0 0.00 422 6.30 0.0135
2020-11-12 2020-09-30 13F MARKEL COM 570535104 408 -8 -1.92 397 3.39 0.0163
2020-08-17 2020-06-30 13F/A-1 MARKEL COM 570535104 416 -40 -8.77 384 -9.22 0.0212
2020-08-14 2020-06-30 13F MARKEL COM 570535104 416 -40 384 21,178.5184
2020-05-14 2020-03-31 13F MARKEL COM 570535104 456 0 0.00 423 -18.81 0.0266
2020-02-14 2019-12-31 13F MARKEL COM 570535104 456 -4 -0.87 521 -4.23 0.0266
2019-10-30 2019-09-30 13F MARKEL COM 570535104 460 158 52.32 544 65.35 0.0319
2019-08-14 2019-06-30 13F MARKEL COM 570535104 302 -27 -8.21 329 0.30 0.0207
2019-05-14 2019-03-31 13F MARKEL COM 570535104 329 329 328 0.0221
2018-11-15 2018-09-30 13F MARKEL COM 570535104 0 -227 -100.00 0 -100.00
2018-08-15 2018-06-30 13F MARKEL COM 570535104 227 227 246 0.0182
2018-05-15 2018-03-31 13F MARKEL COM 570535104 0 -226 -100.00 0 -100.00
2018-02-14 2017-12-31 13F MARKEL COM 570535104 226 35 18.32 257 25.98 0.0172
2017-11-13 2017-09-30 13F MARKEL COM 570535104 191 191 204 0.0144
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.