Markel Group Inc.
DE ˙ DB ˙ US5705351048
1.541,00 € ↑12,00 (0,78%)
2026-06-04
DEL PRIS
SecurityDE:MKV / Markel Group Inc.
InstitutionSmithfield Trust Co
Latest Disclosed Ownership499 shares
Latest Disclosed Value $ 956
Smithfield Trust Co reports 5.31% decrease in ownership of MKV / Markel Group Inc.

On May 8, 2026 - Smithfield Trust Co filed a 13F-HR form disclosing ownership of 499 shares of Markel Group Inc. (DE:MKV) valued at $823,350 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 527 shares of Markel Group Inc.. This represents a change in shares of -5.31% during the quarter. The current value of the position is $768,959 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)
2026-05-08 2026-03-31 13F MARKEL GROUP COM 570535104 499 -28 -5.31 1 -100.00 0.0416
2026-02-09 2025-12-31 13F MARKEL GROUP COM 570535104 527 0 0.00 1 0.00 0.0501
2025-11-07 2025-09-30 13F MARKEL GROUP COM 570535104 527 0 0.00 1 0.00 0.0450
2025-08-08 2025-06-30 13F MARKEL GROUP COM 570535104 527 -5 -0.94 1 0.0498
2025-05-09 2025-03-31 13F MARKEL GROUP COM 570535104 532 -50 -8.59 1 -100.00 0.0498
2025-02-06 2024-12-31 13F MARKEL GROUP COM 570535104 582 0 0.00 1 0.0501
2024-11-12 2024-09-30 13F MARKEL GROUP COM 570535104 582 0 0.00 1 0.0447
2024-07-31 2024-06-30 13F MARKEL GROUP COM 570535104 582 -2 -0.34 1 0.0481
2024-05-07 2024-03-31 13F MARKEL GROUP COM 570535104 584 -3 -0.51 1 0.0471
2024-02-07 2023-12-31 13F MARKEL GROUP COM 570535104 587 0 0.00 1 0.0468
2023-11-06 2023-09-30 13F MARKEL GROUP COM 570535104 587 -10 -1.68 1 0.0532
2023-08-08 2023-06-30 13F MARKEL GROUP COM 570535104 597 0 0.00 1 0.0498
2023-05-11 2023-03-31 13F MARKEL COM 570535104 597 -37 -5.84 1 0.0489
2023-02-13 2022-12-31 13F MARKEL COM 570535104 634 0 0.00 1 -100.00 0.0561
2022-11-14 2022-09-30 13F MARKEL COM 570535104 634 -40 -5.93 686 -21.33 0.0495
2022-08-11 2022-06-30 13F MARKEL COM 570535104 674 0 0.00 872 -12.63 0.0613
2022-05-16 2022-03-31 13F MARKEL COM 570535104 674 -20 -2.88 998 17.00 0.0642
2022-02-14 2021-12-31 13F MARKEL COM 570535104 694 -5 -0.72 853 1.79 0.0528
2021-11-12 2021-09-30 13F MARKEL COM 570535104 699 0 0.00 838 1.09 0.0554
2021-07-26 2021-06-30 13F MARKEL COMMON STOCK 570535104 699 -34 -4.64 829 -0.84 0.0549
2021-05-14 2021-03-31 13F MARKEL COMMON STOCK 570535104 733 -105 -12.53 836 -3.46 0.0577
2021-02-12 2020-12-31 13F MARKEL COMMON STOCK 570535104 838 19 2.32 866 8.52 0.0630
2020-11-16 2020-09-30 13F MARKEL COMMON STOCK 570535104 819 -28 -3.31 798 2.05 0.0650
2020-08-14 2020-06-30 13F MARKEL COMMON STOCK 570535104 847 -49 -5.47 782 -5.90 0.0703
2020-05-05 2020-03-31 13F MARKEL COMMON STOCK 570535104 896 -48 -5.08 831 -22.98 0.0871
2020-02-13 2019-12-31 13F MARKEL COMMON STOCK 570535104 944 424 81.54 1,079 75.73 0.1002
2019-10-30 2019-09-30 13F MARKEL COMMON STOCK 570535104 520 -11 -2.07 614 6.23 0.0609
2019-08-06 2019-06-30 13F MARKEL COMMON STOCK 570535104 531 -48 -8.29 578 0.35 0.0598
2019-04-30 2019-03-31 13F MARKEL COMMON STOCK 570535104 579 -3 -0.52 576 -4.64 0.0624
2019-02-04 2018-12-31 13F MARKEL COMMON STOCK 570535104 582 -26 -4.28 604 -16.46 0.0705
2018-11-06 2018-09-30 13F MARKEL COMMON STOCK 570535104 608 0 0.00 723 9.71 0.0783
2018-07-16 2018-06-30 13F MARKEL COMMON STOCK 570535104 608 -26 -4.10 659 -11.19 0.0761
2018-05-10 2018-03-31 13F MARKEL COMMON STOCK 570535104 634 -16 -2.46 742 0.13 0.0899
2018-02-02 2017-12-31 13F MARKEL COMMON STOCK 570535104 650 -3 -0.46 741 6.16 0.0905
2017-11-03 2017-09-30 13F MARKEL COMMON STOCK 570535104 653 -12 -1.80 698 7.55 0.0946
2017-07-31 2017-06-30 13F MARKEL COMMON STOCK 570535104 665 12 1.84 649 1.72 0.0950
2017-05-01 2017-03-31 13F MARKEL COMMON STOCK 570535104 653 -72 -9.93 638 -2.74 0.1000
2017-02-08 2016-12-31 13F MARKEL COMMON STOCK 570535104 725 0 0.00 656 -2.53 0.1101
2016-11-03 2016-09-30 13F MARKEL COMMON STOCK 570535104 725 0 0.00 673 -2.46 0.1200
2016-07-29 2016-06-30 13F MARKEL COMMON STOCK 570535104 725 -90 -11.04 690 -4.96 0.1294
2016-05-05 2016-03-31 13F MARKEL COMMON STOCK 570535104 815 -210 -20.49 726 -19.87 0.1413
2016-02-04 2015-12-31 13F MARKEL COMMON STOCK 570535104 1,025 -35 -3.30 906 6.59 0.1869
2015-11-05 2015-09-30 13F MARKEL COMMON STOCK 570535104 1,060 -120 -10.17 850 -10.05 0.1812
2015-07-24 2015-06-30 13F MARKEL COMMON STOCK 570535104 1,180 -120 -9.23 945 -5.50 0.1865
2015-05-06 2015-03-31 13F MARKEL COMMON STOCK 570535104 1,300 1,300 0.00 1,000 0.1975
2015-02-02 2014-12-31 13F MARKEL COMMON STOCK 570535104 0 -1,695 -100.00 0 -100.00
2014-10-21 2014-09-30 13F MARKEL COMMON STOCK 570535104 1,695 -10 -0.59 1,078 -3.58 0.2177
2014-07-16 2014-06-30 13F MARKEL COMMON STOCK 570535104 1,705 0 0.00 1,118 10.04 0.2197
2014-05-06 2014-03-31 13F MARKEL COMMON STOCK 570535104 1,705 -50 -2.85 1,016 -0.29 0.2028
2014-01-16 2013-12-31 13F MARKEL COMMON STOCK 570535104 1,755 -105 -5.65 1,019 5.82 0.2067
2013-10-17 2013-09-30 13F MARKEL COMMON STOCK 570535104 1,860 0 0.00 963 -1.73 0.2205
2013-07-23 2013-06-30 13F/A-1 MARKEL COMMON STOCK 570535104 1,860 1,860 980 0.2344
2013-07-10 2013-06-30 13F MARKEL COMMON STOCK 570535104 1,860 1,860 981 0.0002
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.