Markel Group Inc.
US ˙ NYSE ˙ US5705351048

SecurityMKL / Markel Group Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership136,985 shares
Latest Disclosed Value $ 262,171,885
Dimensional Fund Advisors Lp reports 4.92% increase in ownership of MKL / Markel Group Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 136,985 shares of Markel Group Inc. (US:MKL) valued at $262,198,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 130,557 shares of Markel Group Inc.. This represents a change in shares of 4.92% during the quarter. The current value of the position is $243,508,646 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)
2026-05-07 2026-03-31 13F MARKEL GROUP COM 570535104 136,985 6,428 4.92 262,172 -6.59 0.0117
2026-02-12 2025-12-31 13F MARKEL GROUP COM 570535104 130,557 902 0.70 280,680 13.27 0.0589
2025-11-12 2025-09-30 13F MARKEL GROUP COM 570535104 129,655 6,039 4.89 247,801 0.37 0.0532
2025-08-12 2025-06-30 13F MARKEL GROUP COM 570535104 123,616 4,765 4.01 246,898 11.13 0.0572
2025-05-13 2025-03-31 13F MARKEL GROUP COM 570535104 118,851 2,187 1.87 222,177 10.32 0.0552
2025-02-13 2024-12-31 13F MARKEL GROUP COM 570535104 116,664 1,975 1.72 201,393 11.95 0.0484
2024-11-07 2024-09-30 13F MARKEL GROUP COM 570535104 114,689 1,133 1.00 179,899 0.54 0.0436
2024-08-09 2024-06-30 13F MARKEL GROUP COM 570535104 113,556 5,310 4.91 178,931 8.64 0.0467
2024-05-10 2024-03-31 13F MARKEL GROUP COM 570535104 108,246 7,907 7.88 164,694 15.60 0.0446
2024-02-07 2023-12-31 13F MARKEL GROUP COM 570535104 100,339 6,700 7.16 142,465 3.30 0.0416
2023-11-09 2023-09-30 13F MARKEL GROUP COM 570535104 93,639 1,154 1.25 137,918 7.82 0.0452
2023-08-09 2023-06-30 13F MARKEL GROUP COM 570535104 92,485 2,500 2.78 127,917 11.29 0.0408
2023-05-12 2023-03-31 13F MARKEL COM 570535104 89,985 3,889 4.52 114,936 101,613.27 0.0387
2023-02-09 2022-12-31 13F MARKEL COM 570535104 86,096 1,969 2.34 113 -99.88 0.0335
2022-11-10 2022-09-30 13F MARKEL COM 570535104 84,127 4,650 5.85 91,231 -11.22 0.0350
2022-08-12 2022-06-30 13F MARKEL COM 570535104 79,477 1,248 1.60 102,766 -10.97 0.0369
2022-05-13 2022-03-31 13F MARKEL COM 570535104 78,229 1,107 1.44 115,423 21.29 0.0356
2022-02-09 2021-12-31 13F MARKEL COM 570535104 77,122 -269 -0.35 95,164 2.87 0.0288
2021-11-12 2021-09-30 13F MARKEL COM 570535104 77,391 1,080 1.42 92,506 2.14 0.0298
2021-08-12 2021-06-30 13F MARKEL COM 570535104 76,311 2,148 2.90 90,566 7.14 0.0287
2021-05-14 2021-03-31 13F MARKEL COM 570535104 74,163 1,636 2.26 84,532 12.81 0.0280
2021-03-08 2020-12-31 13F/A-2 MARKEL COM 570535104 72,527 3,408 4.93 74,932 11.35 0.0271
2021-02-11 2020-12-31 13F MARKEL COM 570535104 72,527 3,408 74,932 27,061.4555
2020-11-12 2020-09-30 13F MARKEL COM 570535104 69,119 1,377 2.03 67,292 7.63 0.0285
2020-08-13 2020-06-30 13F MARKEL COM 570535104 67,742 4,803 7.63 62,521 7.03 0.0275
2020-05-14 2020-03-31 13F MARKEL COM 570535104 62,939 2,379 3.93 58,414 -15.62 0.0304
2020-02-14 2019-12-31 13F MARKEL COM 570535104 60,560 -454 -0.74 69,228 -4.00 0.0252
2019-11-12 2019-09-30 13F MARKEL COM 570535104 61,014 575 0.95 72,116 9.53 0.0280
2019-08-13 2019-06-30 13F MARKEL COM 570535104 60,439 1,736 2.96 65,842 12.60 0.0256
2019-08-12 2019-03-31 13F/A-2 MARKEL COM 570535104 58,703 677 1.17 58,474 -2.90 0.0233
2019-05-10 2019-03-31 13F MARKEL COM 570535104 58,703 677 58,474
2019-02-26 2018-12-31 13F/A-1 MARKEL COM 570535104 58,026 1,594 2.82 60,221 -10.21 0.0273
2019-02-13 2018-12-31 13F MARKEL COM 570535104 58,026 1,594 60,221
2018-11-13 2018-09-30 13F MARKEL COM 570535104 56,432 278 0.50 67,069 10.14 0.0255
2018-08-10 2018-06-30 13F MARKEL COM 570535104 56,154 403 0.72 60,893 -6.67 0.0243
2018-05-11 2018-03-31 13F MARKEL COM 570535104 55,751 355 0.64 65,243 3.40 0.0272
2018-02-12 2017-12-31 13F MARKEL COM 570535104 55,396 456 0.83 63,097 7.53 0.0262
2017-11-13 2017-09-30 13F MARKEL COM 570535104 54,940 -62 -0.11 58,676 9.33 0.0256
2017-08-11 2017-06-30 13F MARKEL COM 570535104 55,002 298 0.54 53,671 0.55 0.0248
2017-05-12 2017-03-31 13F MARKEL COM 570535104 54,704 987 1.84 53,378 9.86 0.0255
2017-02-09 2016-12-31 13F MARKEL COM 570535104 53,717 -3,223 -5.66 48,588 -8.11 0.0243
2016-11-10 2016-09-30 13F MARKEL COM 570535104 56,940 931 1.66 52,875 -0.90 0.0286
2016-08-09 2016-06-30 13F MARKEL COM 570535104 56,009 -257 -0.46 53,357 6.37 0.0307
2016-05-13 2016-03-31 13F MARKEL COM 570535104 56,266 -8,808 -13.54 50,164 -12.74 0.0300
2016-02-10 2015-12-31 13F MARKEL COM 570535104 65,074 1,366 2.14 57,489 12.53 0.0358
2015-11-13 2015-09-30 13F MARKEL COM 570535104 63,708 948 1.51 51,088 1.67 0.0335
2015-08-14 2015-06-30 13F MARKEL COM 570535104 62,760 -387 -0.61 50,249 3.48 0.0308
2015-05-14 2015-03-31 13F MARKEL COM 570535104 63,147 -1,837 -2.83 48,558 9.41 0.0307
2015-02-06 2014-12-31 13F MARKEL COM 570535104 64,984 -2,607 -3.86 44,380 3.21 0.0291
2014-11-13 2014-09-30 13F MARKEL COM 570535104 67,591 -373 -0.55 43,000 -3.49 0.0305
2014-08-08 2014-06-30 13F MARKEL COM 570535104 67,964 -3,244 -4.56 44,556 4.99 0.0310
2014-05-14 2014-03-31 13F MARKEL COM 570535104 71,208 -2,528 -3.43 42,438 -0.83 0.0317
2014-02-12 2013-12-31 13F MARKEL COM 570535104 73,736 -6,672 -8.30 42,792 2.78 0.0333
2013-11-13 2013-09-30 13F MARKEL COM 570535104 80,408 -12,650 -13.59 41,634 -15.10 0.0360
2013-08-15 2013-06-30 13F MARKEL COM 570535104 93,058 93,058 49,037 0.0462
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.