Markel Group Inc.
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership2,771 shares
Latest Disclosed Value $ 5,303,888
Mackenzie Financial Corp reports 2.71% increase in ownership of MKL / Markel Group Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 2,771 shares of Markel Group Inc. (MX:MKL) valued at $5,303,888 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 2,698 shares of Markel Group Inc.. This represents a change in shares of 2.71% 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)
2026-05-13 2026-03-31 13F MARKEL GROUP COM 570535104 2,771 73 2.71 5,304 -9.40 0.0064
2026-02-18 2025-12-31 13F MARKEL GROUP COM 570535104 2,698 790 41.40 5,853 60.53 0.0069
2025-11-13 2025-09-30 13F MARKEL GROUP COM 570535104 1,908 16 0.85 3,647 -3.52 0.0044
2025-08-13 2025-06-30 13F MARKEL GROUP COM 570535104 1,892 -13,201 -87.46 3,779 -86.61 0.0049
2025-05-07 2025-03-31 13F MARKEL GROUP COM 570535104 15,093 -22,652 -60.01 28,218 -56.69 0.0401
2025-05-02 2024-12-31 13F/A-2 MARKEL GROUP COM 570535104 37,745 -875 -2.27 65,157 7.56 0.0888
2025-02-20 2024-12-31 13F/A-1 MARKEL GROUP COM 570535104 37,745 -875 65,157 0.0847
2025-02-14 2024-12-31 13F Markel Group Common Stock 570535104 37,745 -875 64,785 0.0930
2024-11-13 2024-09-30 13F MARKEL GROUP COM 570535104 38,620 -58,723 -60.33 60,579 -60.50 0.0843
2024-08-14 2024-06-30 13F MARKEL GROUP COM 570535104 97,343 -33,999 -25.89 153,379 -23.25 0.2279
2024-05-10 2024-03-31 13F MARKEL GROUP COM 570535104 131,342 1,801 1.39 199,834 8.64 0.2880
2024-01-30 2023-12-31 13F MARKEL GROUP COM 570535104 129,541 3,476 2.76 183,935 0.82 0.2774
2023-10-25 2023-09-30 13F MARKEL GROUP COM 570535104 126,065 -16,595 -11.63 182,435 -6.66 0.3067
2023-08-03 2023-06-30 13F MARKEL GROUP COM 570535104 142,660 -9,195 -6.06 195,446 0.75 0.2965
2023-04-24 2023-03-31 13F MARKEL COM 570535104 151,855 -1,495 -0.97 193,981 -3.99 0.2996
2023-02-14 2022-12-31 13F MARKEL COM 570535104 153,350 -440 -0.29 202,037 21.17 0.3375
2022-10-07 2022-09-30 13F Markel Common Stock 570535104 153,790 -91 -0.06 166,742 -16.21 0.2868
2022-08-10 2022-06-30 13F MARKEL COM 570535104 153,881 -7,428 -4.60 199,007 -16.37 0.3187
2022-05-13 2022-03-31 13F MARKEL COM 570535104 161,309 -18,905 -10.49 237,969 7.01 0.3191
2022-02-14 2021-12-31 13F MARKEL COM 570535104 180,214 -10,253 -5.38 222,384 -2.31 0.2996
2021-11-08 2021-09-30 13F MARKEL COM 570535104 190,467 4,729 2.55 227,633 3.27 0.3228
2021-08-11 2021-06-30 13F MARKEL COM 570535104 185,738 800 0.43 220,417 4.58 0.3066
2021-05-14 2021-03-31 13F MARKEL COM 570535104 184,938 16,401 9.73 210,759 21.02 0.3212
2021-02-10 2020-12-31 13F MARKEL COM 570535104 168,537 23,874 16.50 174,149 23.63 0.3761
2020-11-13 2020-09-30 13F MARKEL COM 570535104 144,663 1,853 1.30 140,858 6.84 0.3499
2020-08-13 2020-06-30 13F MARKEL COM 570535104 142,810 13,394 10.35 131,838 9.79 0.3528
2020-05-14 2020-03-31 13F MARKEL COM 570535104 129,416 2,358 1.86 120,084 -17.33 0.3861
2020-02-13 2019-12-31 13F MARKEL COM 570535104 127,058 5,034 4.13 145,249 0.71 0.3573
2019-11-14 2019-09-30 13F MARKEL COM 570535104 122,024 5,098 4.36 144,220 13.20 0.3790
2019-08-23 2019-06-30 13F/A-1 MARKEL COM 570535104 116,926 35,278 43.21 127,403 56.63 0.3287
2019-08-14 2019-06-30 13F MARKEL COM 570535104 116,926 35,278 127,403
2019-05-15 2019-03-31 13F MARKEL COM 570535104 81,648 11,461 16.33 81,341 11.64 0.1963
2019-02-06 2018-12-31 13F MARKEL COM 570535104 70,187 3,740 5.63 72,858 -7.74 0.1915
2018-11-15 2018-09-30 13F MARKEL COM 570535104 66,447 79 0.12 78,972 9.74 0.1921
2018-08-13 2018-06-30 13F MARKEL COM 570535104 66,368 69 0.10 71,966 -7.24 0.1836
2018-05-14 2018-03-31 13F/A-1 MARKEL COM 570535104 66,299 6,567 10.99 77,586 14.02 0.1978
2018-05-14 2018-03-31 13F MARKEL COM 570535104 66,299 77,586
2018-02-13 2017-12-31 13F MARKEL COM 570535104 59,732 9,156 18.10 68,043 25.97 0.1642
2017-11-13 2017-09-30 13F MARKEL COM 570535104 50,576 106 0.21 54,014 9.67 0.2913
2017-08-14 2017-06-30 13F MARKEL COM 570535104 50,470 2,812 5.90 49,252 5.90 0.2742
2017-05-25 2017-03-31 13F/A-1 MARKEL COM 570535104 47,658 2,145 4.71 46,508 12.97 0.2720
2017-05-12 2017-03-31 13F MARKEL COM 570535104 47,658 46,508
2017-02-14 2016-12-31 13F MARKEL COM 570535104 45,513 3,711 8.88 41,167 6.03 0.2466
2016-11-15 2016-09-30 13F MARKEL COM 570535104 41,802 -552 -1.30 38,824 -3.79 0.2424
2016-08-12 2016-06-30 13F MARKEL COM 570535104 42,354 -263 -0.62 40,354 6.21 0.2280
2016-05-12 2016-03-31 13F MARKEL COM 570535104 42,617 -6,623 -13.45 37,996 -12.64 0.3447
2016-02-12 2015-12-31 13F MARKEL COM 570535104 49,240 -5,363 -9.82 43,496 -0.66 0.2699
2015-11-13 2015-09-30 13F MARKEL COM 570535104 54,603 -310 -0.56 43,784 -0.42 0.2657
2015-08-13 2015-06-30 13F MARKEL COM 570535104 54,913 2,614 5.00 43,968 9.33 0.2384
2015-05-13 2015-03-31 13F MARKEL COM 570535104 52,299 -11,491 -18.01 40,216 -7.67 0.2120
2015-02-11 2014-12-31 13F MARKEL COM 570535104 63,790 7,734 13.80 43,558 22.15 0.2223
2014-11-12 2014-09-30 13F MARKEL COM 570535104 56,056 9,358 20.04 35,660 16.47 0.1788
2014-08-11 2014-06-30 13F MARKEL COM 570535104 46,698 4,033 9.45 30,617 20.38 0.1424
2014-05-14 2014-03-31 13F MARKEL COM 570535104 42,665 21,107 97.91 25,433 103.29 0.1247
2014-02-11 2013-12-31 13F/A-1 MARKEL COM 570535104 21,558 21,133 4,972.47 12,511 5,586.82 0.0632
2014-02-03 2013-12-31 13F MARKEL COM 570535104 21,558 12,511
2013-11-12 2013-09-30 13F MARKEL COM 570535104 425 425 220 0.0011
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.