Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership25,753 shares
Latest Disclosed Value $ 49,291,209
Captrust Financial Advisors reports 4.11% increase in ownership of MKL / Markel Group Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 25,753 shares of Markel Group Inc. (MX:MKL) valued at $49,291,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,737 shares of Markel Group Inc.. This represents a change in shares of 4.11% 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)
2026-05-14 2026-03-31 13F MARKEL GROUP INC COM Stock 570535104 25,753 1,016 4.11 49,291 -7.30 0.0860
2026-02-17 2025-12-31 13F MARKEL GROUP INC COM Stock 570535104 24,737 16,900 215.64 53,175 255.01 0.1011
2025-11-19 2025-09-30 13F MARKEL GROUP INC COM Stock 570535104 7,837 -126 -1.58 14,978 -5.82 0.0305
2025-08-15 2025-06-30 13F MARKEL GROUP INC COM Stock 570535104 7,963 227 2.93 15,905 9.96 0.0355
2025-05-15 2025-03-31 13F MARKEL GROUP INC COM Stock 570535104 7,736 545 7.58 14,463 16.51 0.0363
2025-02-14 2024-12-31 13F MARKEL GROUP INC COM Stock 570535104 7,191 -1,802 -20.04 12,413 -12.00 0.0355
2024-11-14 2024-09-30 13F MARKEL GROUP INC COM Stock 570535104 8,993 1,218 15.67 14,106 15.15 0.0418
2024-08-15 2024-06-30 13F MARKEL GROUP INC COM Stock 570535104 7,775 -341 -4.20 12,251 -0.79 0.0394
2024-05-15 2024-03-31 13F MARKEL GROUP INC COM Stock 570535104 8,116 -1,232 -13.18 12,348 -6.96 0.0454
2024-02-14 2023-12-31 13F MARKEL GROUP INC COM Stock 570535104 9,348 585 6.68 13,273 2.86 0.0457
2023-11-15 2023-09-30 13F MARKEL GROUP INC COM Stock 570535104 8,763 -382 -4.18 12,904 2.01 0.0493
2023-08-15 2023-06-30 13F MARKEL GROUP INC COM Stock 570535104 9,145 -1,538 -14.40 12,649 -7.31 0.0499
2023-05-15 2023-03-31 13F MARKEL CORP COM Stock 570535104 10,683 1,978 22.72 13,647 18.99 0.0600
2023-02-15 2022-12-31 13F MARKEL CORP COM Stock 570535104 8,705 16 0.18 11,469 21.73 0.0577
2022-11-16 2022-09-30 13F MARKEL CORP COM Stock 570535104 8,689 1,063 13.94 9,421 -4.47 0.0548
2022-08-23 2022-06-30 13F/A-1 MARKEL CORP COM Common Stock 570535104 7,626 899 13.36 9,862 -0.62 0.0636
2022-08-16 2022-06-30 13F MARKEL CORP COM COM 570535104 8,615 1,888 11,141 0.0808
2022-05-16 2022-03-31 13F MARKEL COM 570535104 6,727 -19 -0.28 9,924 19.21 0.0642
2022-02-14 2021-12-31 13F MARKEL CORP COM Common Stock 570535104 6,746 -22 -0.33 8,325 2.92 0.0571
2021-11-16 2021-09-30 13F MARKEL CORP COM Common Stock 570535104 6,768 -55 -0.81 8,089 -0.10 0.0672
2021-08-16 2021-06-30 13F MARKEL CORP COM Common Stock 570535104 6,823 -60 -0.87 8,097 3.23 0.0754
2021-05-17 2021-03-31 13F MARKEL CORP COM Common Stock 570535104 6,883 -151 -2.15 7,844 7.93 0.0849
2021-02-16 2020-12-31 13F MARKEL CORP COM Common Stock 570535104 7,034 174 2.54 7,268 9.72 0.0963
2020-11-17 2020-09-30 13F MARKEL CORP COM Common Stock 570535104 6,860 -538 -7.27 6,624 -2.06 0.1099
2020-08-14 2020-06-30 13F MARKEL CORP COM Common Stock 570535104 7,398 119 1.63 6,763 4.90 0.1114
2020-05-15 2020-03-31 13F MARKEL CORP COM Common Stock 570535104 7,279 -129 -1.74 6,447 -24.67 0.1421
2020-02-14 2019-12-31 13F MARKEL COM 570535104 7,408 742 11.13 8,558 8.62 0.1350
2019-11-14 2019-09-30 13F MARKEL CORP COM Common Stock 570535104 6,666 -216 -3.14 7,879 5.07 0.2767
2019-08-13 2019-06-30 13F MARKEL CORP COM Common Stock 570535104 6,882 -5 -0.07 7,499 9.30 0.2775
2019-05-15 2019-03-31 13F MARKEL CORP COM Common Stock 570535104 6,887 218 3.27 6,861 -0.90 0.2785
2019-02-13 2018-12-31 13F MARKEL CORP COM Common Stock 570535104 6,669 -284 -4.08 6,923 -16.23 0.3715
2018-11-15 2018-09-30 13F MARKEL CORP COM Common Stock 570535104 6,953 -647 -8.51 8,264 0.28 0.3696
2018-08-13 2018-06-30 13F MARKEL CORP COM Common Stock 570535104 7,600 479 6.73 8,241 -0.21 0.4566
2018-05-15 2018-03-31 13F MARKEL CORP COM Common Stock 570535104 7,121 -1,185 -14.27 8,258 -12.72 0.5107
2018-02-14 2017-12-31 13F MARKEL CORP COM Common Stock 570535104 8,306 578 7.48 9,462 11.55 0.5726
2018-02-16 2017-09-30 13F/A-1 MARKEL CORP COM Common Stock 570535104 7,728 7,123 1,177.36 8,482 1,337.63 0.6432
2017-08-10 2017-06-30 13F MARKEL CORP COM Common Stock 570535104 605 605 590 0.0505
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.