Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership286 shares
Latest Disclosed Value $ 547,423
IHT Wealth Management, LLC reports 1.06% increase in ownership of MKL / Markel Group Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 286 shares of Markel Group Inc. (MX:MKL) valued at $547,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 283 shares of Markel Group Inc.. This represents a change in shares of 1.06% 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)
2026-05-15 2026-03-31 13F Markel COM 570535104 286 3 1.06 547 -10.03 0.0127
2026-02-17 2025-12-31 13F Markel COM 570535104 283 0 0.00 608 12.59 0.0148
2025-11-14 2025-09-30 13F Markel COM 570535104 283 61 27.48 541 21.90 0.0137
2025-08-14 2025-06-30 13F Markel COM 570535104 222 0 0.00 443 6.75 0.0122
2025-05-15 2025-03-31 13F Markel COM 570535104 222 0 0.00 415 8.36 0.0130
2025-02-14 2024-12-31 13F Markel COM 570535104 222 -1 -0.45 383 9.74 0.0124
2024-11-14 2024-09-30 13F Markel COM 570535104 223 2 0.90 350 0.29 0.0099
2024-08-14 2024-06-30 13F MARKEL CORP COM COM 570535104 221 1 0.45 348 4.19 0.0130
2024-05-15 2024-03-31 13F Markel COM 570535104 220 5 2.33 335 9.51 0.0134
2024-02-14 2023-12-31 13F MARKEL CORP COM COM 570535104 215 -7 -3.15 305 -6.44 0.0136
2023-11-14 2023-09-30 13F MARKEL CORP COM COM 570535104 222 1 0.45 327 6.89 0.0166
2023-08-15 2023-06-30 13F MARKEL CORP COM COM 570535104 221 -46 -17.23 306 -10.56 0.0159
2023-05-15 2023-03-31 13F MARKEL CORP COM COM 570535104 267 267 341 0.0195
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.