Markel Group Inc.
US ˙ NYSE ˙ US5705351048

SecurityMKL / Markel Group Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership737 shares
Latest Disclosed Value $ 1,410,670
Principle Wealth Partners Llc ownership in MKL / Markel Group Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 737 shares of Markel Group Inc. (US:MKL) valued at $1,410,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 737 shares of Markel Group Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,310,113 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)
2026-05-07 2026-03-31 13F MARKEL GROUP COM 570535104 737 0 0.00 1,411 -10.98 0.0806
2026-02-06 2025-12-31 13F MARKEL GROUP COM 570535104 737 0 0.00 1,584 12.50 0.0891
2025-11-03 2025-09-30 13F MARKEL GROUP COM 570535104 737 0 0.00 1,409 -4.35 0.0818
2025-07-30 2025-06-30 13F MARKEL GROUP COM 570535104 737 0 0.00 1,472 6.90 0.0919
2025-05-06 2025-03-31 13F MARKEL GROUP COM 570535104 737 0 0.00 1,378 8.25 0.0985
2025-01-29 2024-12-31 13F MARKEL GROUP COM 570535104 737 0 0.00 1,272 10.03 0.0893
2024-11-13 2024-09-30 13F MARKEL GROUP COM 570535104 737 0 0.00 1,156 -0.43 0.0819
2024-08-13 2024-06-30 13F MARKEL GROUP COM 570535104 737 0 0.00 1,161 3.57 0.0884
2024-04-23 2024-03-31 13F/A-1 MARKEL GROUP COM 570535104 737 0 0.00 1,121 7.17 0.0876
2024-04-23 2024-03-31 13F MARKEL GROUP COM 570535104 737 0 1,121 0.0876
2024-02-05 2023-12-31 13F MARKEL GROUP COM 570535104 737 0 0.00 1,046 -3.59 0.0901
2023-11-01 2023-09-30 13F MARKEL GROUP COM 570535104 737 0 0.00 1,085 6.48 0.1091
2023-07-31 2023-06-30 13F MARKEL GROUP COM 570535104 737 0 0.00 1,019 8.29 0.1024
2023-05-10 2023-03-31 13F MARKEL COM 570535104 737 0 0.00 941 -2.99 0.1006
2023-02-02 2022-12-31 13F MARKEL CORP COM Stock 570535104 737 0 0.00 971 21.40 0.1100
2022-11-14 2022-09-30 13F MARKEL CORP COM Stock 570535104 737 0 0.00 799 -16.16 0.0754
2022-08-02 2022-06-30 13F MARKEL CORP COM Stock 570535104 737 0 0.00 953 -12.33 0.1147
2022-05-12 2022-03-31 13F MARKEL CORP COM Stock 570535104 737 0 0.00 1,087 19.58 0.1143
2022-02-11 2021-12-31 13F MARKEL CORP COM Stock 570535104 737 0 0.00 909 3.18 0.0954
2021-11-16 2021-09-30 13F MARKEL CORP COM Stock 570535104 737 0 0.00 881 0.69 0.1017
2021-08-13 2021-06-30 13F MARKEL CORP COM Stock 570535104 737 0 0.00 875 4.17 0.0994
2021-05-18 2021-03-31 13F MARKEL CORP COM Stock 570535104 737 59 8.70 840 19.83 0.0982
2021-02-16 2020-12-31 13F MARKEL CORP COM Stock 570535104 678 0 0.00 701 6.21 0.0924
2020-11-16 2020-09-30 13F MARKEL CORP COM Stock 570535104 678 0 0.00 660 5.43 0.1839
2020-08-14 2020-06-30 13F MARKEL CORP COM Stock 570535104 678 0 0.00 626 -0.48 0.1838
2020-05-13 2020-03-31 13F MARKEL CORP COM Stock 570535104 678 0 0.00 629 -18.84 0.2360
2020-02-04 2019-12-31 13F MARKEL CORP COM Stock 570535104 678 0 0.00 775 -3.25 0.2475
2019-11-05 2019-09-30 13F MARKEL CORP COM Stock 570535104 678 0 0.00 801 8.39 0.2769
2019-11-05 2019-06-30 13F MARKEL CORP COM Stock 570535104 678 0 0.00 739 9.48 0.3802
2019-10-30 2019-03-31 13F MARKEL CORP COM Stock 570535104 678 0 0.00 675 -4.12 0.3860
2019-10-10 2018-12-31 13F MARKEL CORP HLDG Com 570535104 678 678 704 0.5908
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.