馬克爾集團公司
MX ˙ BMV ˙ US5705351048
SecurityMX:MKL / Markel Group Inc.
InstitutionDavy Global Fund Management Ltd
Latest Disclosed Ownership1,281 shares
Latest Disclosed Value $ 2,451,924
Davy Global Fund Management Ltd ownership in MKL / Markel Group Inc.

On May 11, 2026 - Davy Global Fund Management Ltd filed a 13F-HR form disclosing ownership of 1,281 shares of Markel Group Inc. (MX:MKL) valued at $2,451,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,281 shares of Markel Group Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F MARKEL COM 570535104 1,281 0 0.00 2,452 -10.97 0.1862
2026-02-12 2025-12-31 13F MARKEL COM 570535104 1,281 -63 -4.69 2,754 7.20 0.1900
2025-11-05 2025-09-30 13F MARKEL COM 570535104 1,344 0 0.00 2,569 -4.32 0.1741
2025-08-01 2025-06-30 13F MARKEL COM 570535104 1,344 0 0.00 2,684 6.85 0.2387
2025-05-09 2025-03-31 13F MARKEL COM 570535104 1,344 0 0.00 2,513 8.28 0.2957
2025-02-12 2024-12-31 13F MARKEL COM 570535104 1,344 -216 -13.85 2,320 -5.15 0.2740
2024-10-16 2024-09-30 13F MARKEL COM 570535104 1,560 -125 -7.42 2,447 -7.84 0.2547
2024-07-29 2024-06-30 13F MARKEL COM 570535104 1,685 201 13.54 2,655 17.59 0.3039
2024-05-01 2024-03-31 13F MARKEL COM 570535104 1,484 -152 -9.29 2,258 -2.80 0.2558
2024-02-09 2023-12-31 13F MARKEL COM 570535104 1,636 -25 -1.51 2,323 -5.03 0.2737
2023-10-18 2023-09-30 13F MARKEL COM 570535104 1,661 -215 -11.46 2,446 -5.74 0.5023
2023-07-25 2023-06-30 13F MARKEL COM 570535104 1,876 0 0.00 2,595 8.26 0.4929
2023-05-10 2023-03-31 13F MARKEL COM 570535104 1,876 0 0.00 2,396 -3.04 0.4596
2023-02-08 2022-12-31 13F MARKEL COM 570535104 1,876 0 0.00 2,472 21.48 0.5068
2022-10-26 2022-09-30 13F MARKEL COM 570535104 1,876 0 0.00 2,034 -16.16 0.4569
2022-08-03 2022-06-30 13F MARKEL COM 570535104 1,876 0 0.00 2,426 -12.36 0.4803
2022-04-28 2022-03-31 13F MARKEL COM 570535104 1,876 0 0.00 2,768 19.57 0.4515
2022-02-02 2021-12-31 13F MARKEL COM 570535104 1,876 -714 -27.57 2,315 -25.20 0.3549
2021-10-27 2021-09-30 13F MARKEL COM 570535104 2,590 0 0.00 3,095 0.68 0.4722
2021-07-19 2021-06-30 13F MARKEL COM 570535104 2,590 0 0.00 3,074 4.13 0.4705
2021-05-11 2021-03-31 13F MARKEL COM 570535104 2,590 0 0.00 2,952 10.31 0.5197
2021-01-29 2020-12-31 13F MARKEL COM 570535104 2,590 0 0.00 2,676 6.11 0.6192
2020-10-22 2020-09-30 13F MARKEL COM 570535104 2,590 -155 -5.65 2,522 -0.47 0.7550
2020-07-22 2020-06-30 13F MARKEL COM 570535104 2,745 0 0.00 2,534 -0.51 0.8522
2020-05-05 2020-03-31 13F MARKEL COM 570535104 2,745 0 0.00 2,547 -18.83 1.0426
2020-02-06 2019-12-31 13F MARKEL COM 570535104 2,745 0 0.00 3,138 -3.27 0.9935
2019-11-13 2019-09-30 13F MARKEL COM 570535104 2,745 0 0.00 3,244 8.46 1.0503
2019-07-19 2019-06-30 13F MARKEL COM 570535104 2,745 495 22.00 2,991 28.04 0.9658
2019-02-13 2018-12-31 13F MARKEL COM 570535104 2,250 -85 -3.64 2,336 -19.23 0.8556
2018-11-14 2018-09-30 13F MARKEL COM 570535104 2,335 335 16.75 2,892 33.33 0.7935
2018-08-15 2018-06-30 13F/A-1 MARKEL COM 570535104 2,000 1,400 233.33 2,169 227.15 0.5810
2018-08-14 2018-06-30 13F MARKEL COM 570535104 2,000 1,400 1,975
2017-05-15 2017-03-31 13F MARKEL COM 570535104 600 0 0.00 663 6.42 0.1245
2017-02-14 2016-12-31 13F MARKEL COM 570535104 600 600 623 0.1131
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.