Markel Group Inc.
US ˙ NYSE ˙ US5705351048

SecurityMKL / Markel Group Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership31 shares
Latest Disclosed Value $ 59,127
Whittier Trust Co reports 26.19% decrease in ownership of MKL / Markel Group Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 31 shares of Markel Group Inc. (US:MKL) valued at $59,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 42 shares of Markel Group Inc.. This represents a change in shares of -26.19% during the quarter. The current value of the position is $55,107 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)
2026-04-28 2026-03-31 13F MARKEL common 570535104 31 -11 -26.19 59 -33.71 0.0003
2026-01-26 2025-12-31 13F MARKEL common 570535104 42 0 0.00 90 9.88 0.0010
2025-10-31 2025-09-30 13F MARKEL GROUP common 570535104 42 0 0.00 82 -2.41 0.0009
2025-07-30 2025-06-30 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 42 0 0.00 84 6.41 0.0010
2025-05-02 2025-03-31 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 42 31 281.82 79 333.33 0.0011
2025-02-11 2024-12-31 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 11 0 0.00 19 5.88 0.0003
2024-10-21 2024-09-30 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 11 0 0.00 17 0.00 0.0002
2024-07-29 2024-06-30 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 11 0 0.00 17 6.25 0.0002
2024-05-02 2024-03-31 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 11 0 0.00 17 6.67 0.0002
2024-01-11 2023-12-31 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 11 -751 -98.56 16 -98.66 0.0003
2023-10-27 2023-09-30 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 762 -14 -1.80 1,122 4.57 0.0199
2023-07-24 2023-06-30 13F MARKEL GROUP INC COM US MID-CAP EQUITIES 570535104 776 0 0.00 1,073 8.27 0.0187
2023-04-21 2023-03-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 776 0 0.00 991 -3.03 0.0180
2023-01-25 2022-12-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 776 0 0.00 1,022 21.52 0.0199
2022-10-21 2022-09-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 776 15 1.97 841 -14.53 0.0176
2022-07-28 2022-06-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 761 0 0.00 984 -12.38 0.0199
2022-04-29 2022-03-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 761 0 0.00 1,123 19.60 0.0189
2022-01-19 2021-12-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 761 0 0.00 939 3.30 0.0153
2021-11-01 2021-09-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 761 0 0.00 909 0.66 0.0166
2021-07-29 2021-06-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 761 -5 -0.65 903 3.44 0.0161
2021-04-26 2021-03-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 766 16 2.13 873 12.65 0.0170
2021-01-29 2020-12-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 750 0 0.00 775 6.16 0.0166
2020-10-30 2020-09-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 750 0 0.00 730 5.49 0.0174
2020-07-10 2020-06-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 750 -1 -0.13 692 -0.72 0.0192
2020-04-27 2020-03-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 751 0 0.00 697 -18.86 0.0228
2020-01-31 2019-12-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 751 1 0.13 859 -3.05 0.0225
2019-10-18 2019-09-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 750 0 0.00 886 8.45 0.0254
2019-07-23 2019-06-30 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 750 0 0.00 817 9.37 0.0240
2019-04-29 2019-03-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 750 137 22.35 747 17.45 0.0228
2019-02-07 2018-12-31 13F MARKEL CORP COM US MID-CAP EQUITIES 570535104 613 613 636 0.0219
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.