Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership1,762 shares
Latest Disclosed Value $ 3,372,591
D.a. Davidson & Co. reports 3.16% increase in ownership of MKL / Markel Group Inc.

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 1,762 shares of Markel Group Inc. (MX:MKL) valued at $3,372,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,708 shares of Markel Group Inc.. This represents a change in shares of 3.16% 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)
2026-05-05 2026-03-31 13F MARKEL GROUP COM 570535104 1,762 54 3.16 3,373 -8.14 0.0204
2026-01-29 2025-12-31 13F MARKEL GROUP COM 570535104 1,708 46 2.77 3,672 15.59 0.0225
2025-10-22 2025-09-30 13F MARKEL GROUP COM 570535104 1,662 -47 -2.75 3,177 -6.94 0.0203
2025-07-30 2025-06-30 13F MARKEL GROUP COM 570535104 1,709 -39 -2.23 3,413 4.44 0.0240
2025-04-28 2025-03-31 13F MARKEL GROUP COM 570535104 1,748 -33 -1.85 3,268 6.31 0.0262
2025-01-31 2024-12-31 13F MARKEL GROUP COM 570535104 1,781 -126 -6.61 3,074 2.77 0.0250
2024-11-13 2024-09-30 13F MARKEL GROUP COM 570535104 1,907 -51 -2.60 2,991 -3.05 0.0247
2024-08-01 2024-06-30 13F MARKEL GROUP COM 570535104 1,958 -90 -4.39 3,085 -0.96 0.0273
2024-05-13 2024-03-31 13F MARKEL GROUP COM 570535104 2,048 -63 -2.98 3,116 3.94 0.0281
2024-02-09 2023-12-31 13F MARKEL GROUP COM 570535104 2,111 32 1.54 2,997 -2.09 0.0294
2023-11-08 2023-09-30 13F MARKEL GROUP COM 570535104 2,079 -186 -8.21 3,061 -2.27 0.0332
2023-08-11 2023-06-30 13F MARKEL GROUP COM 570535104 2,265 2 0.09 3,133 8.37 0.0331
2023-04-25 2023-03-31 13F MARKEL COM 570535104 2,263 110 5.11 2,891 1.90 0.0325
2023-02-03 2022-12-31 13F MARKEL COM 570535104 2,153 -40 -1.82 2,837 19.26 0.0335
2022-11-07 2022-09-30 13F MARKEL COM 570535104 2,193 -83 -3.65 2,378 -19.20 0.0311
2022-07-28 2022-06-30 13F MARKEL COM 570535104 2,276 -107 -4.49 2,943 -16.27 0.0370
2022-05-12 2022-03-31 13F MARKEL COM 570535104 2,383 126 5.58 3,515 26.21 0.0383
2022-01-31 2021-12-31 13F MARKEL COM 570535104 2,257 67 3.06 2,785 6.42 0.0297
2021-11-15 2021-09-30 13F MARKEL COM 570535104 2,190 113 5.44 2,617 6.17 0.0304
2021-08-10 2021-06-30 13F MARKEL COM 570535104 2,077 43 2.11 2,465 6.34 0.0289
2021-05-07 2021-03-31 13F MARKEL COM 570535104 2,034 167 8.94 2,318 20.17 0.0297
2021-02-10 2020-12-31 13F MARKEL COM 570535104 1,867 186 11.06 1,929 17.84 0.0295
2020-11-02 2020-09-30 13F MARKEL COM 570535104 1,681 -56 -3.22 1,637 2.06 0.0285
2020-08-10 2020-06-30 13F MARKEL COM 570535104 1,737 71 4.26 1,604 3.75 0.0300
2020-05-05 2020-03-31 13F MARKEL COM 570535104 1,666 700 72.46 1,546 40.04 0.0302
2020-02-14 2019-12-31 13F MARKEL COM 570535104 966 86 9.77 1,104 6.15 0.0178
2019-11-05 2019-09-30 13F MARKEL COM 570535104 880 -45 -4.86 1,040 3.17 0.0186
2019-08-13 2019-06-30 13F MARKEL COM 570535104 925 262 39.52 1,008 51.12 0.0188
2019-05-13 2019-03-31 13F MARKEL COM 570535104 663 173 35.31 667 31.04 0.0115
2019-01-29 2018-12-31 13F MARKEL COM 570535104 490 86 21.29 509 6.04 0.0099
2018-11-13 2018-09-30 13F MARKEL COM 570535104 404 1 0.25 480 9.84 0.0085
2018-08-02 2018-06-30 13F MARKEL COM 570535104 403 -4 -0.98 437 -8.19 0.0086
2018-05-04 2018-03-31 13F MARKEL COM 570535104 407 3 0.74 476 3.48 0.0098
2018-02-08 2017-12-31 13F MARKEL COM 570535104 404 17 4.39 460 11.38 0.0096
2017-11-08 2017-09-30 13F MARKEL COM 570535104 387 -63 -14.00 413 -5.92 0.0081
2017-08-11 2017-06-30 13F MARKEL COM 570535104 450 -1 -0.22 439 -0.23 0.0099
2017-05-12 2017-03-31 13F MARKEL COM 570535104 451 -10 -2.17 440 6.02 0.0107
2017-02-15 2016-12-31 13F MARKEL COM 570535104 461 -1 -0.22 415 -2.81 0.0094
2016-11-18 2016-09-30 13F/A-1 MARKEL COM 570535104 462 19 4.29 427 1.43 0.0106
2016-11-14 2016-09-30 13F MARKEL COM 570535104 462 427
2016-08-13 2016-06-30 13F MARKEL COM 570535104 443 20 4.73 421 11.97 0.0124
2016-05-13 2016-03-31 13F MARKEL COM 570535104 423 16 3.93 376 5.03 0.0117
2016-02-12 2015-12-31 13F MARKEL COM 570535104 407 0 0.00 358 10.15 0.0117
2015-11-13 2015-09-30 13F MARKEL COM 570535104 407 55 15.62 325 16.07 0.0114
2015-08-14 2015-06-30 13F MARKEL COM 570535104 352 -12 -3.30 280 0.72 0.0092
2015-05-06 2015-03-31 13F MARKEL COM 570535104 364 53 17.04 278 32.38 0.0091
2015-02-12 2014-12-31 13F MARKEL COM 570535104 311 2 0.65 210 7.69 0.0069
2014-11-12 2014-09-30 13F MARKEL COM 570535104 309 1 0.32 195 -2.50 0.0066
2014-07-29 2014-06-30 13F MARKEL COM 570535104 308 140 83.33 200 102.02 0.0068
2014-05-05 2014-03-31 13F MARKEL COM 570535104 168 3 1.82 99 5.32 0.0035
2014-02-13 2013-12-31 13F/A-1 MARKEL COM 570535104 165 26 18.71 94 32.39 0.0035
2014-02-12 2013-12-31 13F MARKEL COM 570535104 165 94
2013-11-14 2013-09-30 13F MARKEL COM 570535104 139 0 0.00 71 -2.74 0.0032
2013-08-16 2013-06-30 13F MARKEL COM 570535104 139 139 73 0.0035
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.