Form 13-F position report

MARKEL GROUP INC.

Reported by WELLINGTON MANAGEMENT GROUP LLP

MKL CUSIP 570535104 Manager CIK 0000902219

Reported 246,689 shares, down 9,415 (3.7%) from the prior quarter.

Reported value 3.2%; share count -3.7% vs. the prior quarter.

Reduced
% of reported 13F value 0.07% This manager · Q1 2024
Shares 246,689 Quarter-end amount reported
Reported value $375,332,379 Fair value at quarter end
Consecutive quarters held 44 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 543321000
2021-12-31 412491000
2022-03-31 493156000
2022-06-30 411132000
2022-09-30 331773000
2022-12-31 407022726
2023-03-31 372458265
2023-06-30 396350229
2023-09-30 405632710
2023-12-31 363642070
2024-03-31 375332379
2024-06-30 369571052
2024-09-30 313203074
2024-12-31 253590091
2025-03-31 261515438
2025-06-30 263559642
2025-09-30 234787639
2025-12-31 240537237
2026-03-31 204179590
2026-06-30 200003848

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for MARKEL GROUP INC. held by WELLINGTON MANAGEMENT GROUP LLP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 102,408 -4,265 (-4.0%) 0.03% $200,003,848 2026-08-14
Q1 2026 Reduced 106,673 -5,223 (-4.7%) 0.04% $204,179,590 2026-05-15
Q4 2025 Reduced 111,896 -10,942 (-8.9%) 0.04% $240,537,237 2026-02-17
Q3 2025 Reduced 122,838 -9,116 (-6.9%) 0.04% $234,787,639 2025-11-14
Q2 2025 Reduced 131,954 -7,923 (-5.7%) 0.05% $263,559,642 2025-08-14
Q1 2025 Reduced 139,877 -7,027 (-4.8%) 0.05% $261,515,438 2025-05-13
Q4 2024 Reduced 146,904 -52,769 (-26.4%) 0.05% $253,590,091 2025-02-12
Q3 2024 Reduced 199,673 -34,877 (-14.9%) 0.05% $313,203,074 2024-11-14
Q2 2024 Reduced 234,550 -12,139 (-4.9%) 0.07% $369,571,052 2024-08-14
Q1 2024 Reduced 246,689 -9,415 (-3.7%) 0.07% $375,332,379 2024-05-15
Q4 2023 Reduced 256,104 -19,370 (-7.0%) 0.07% $363,642,070 2024-02-12
Q3 2023 Reduced 275,474 -11,076 (-3.9%) 0.08% $405,632,710 2023-11-14
Q2 2023 Reduced 286,550 -5,023 (-1.7%) 0.08% $396,350,229 2023-08-14
Q1 2023 Reduced 291,573 -17,365 (-5.6%) 0.07% $372,458,265 2023-05-12
Q4 2022 Added 308,938 +2,937 (1.0%) 0.08% $407,022,726 2023-02-13
Q3 2022 Reduced 306,001 -11,905 (-3.7%) 0.07% $331,773,000 2022-11-14
Q2 2022 Reduced 317,906 -16,383 (-4.9%) 0.08% $411,132,000 2022-08-15
Q1 2022 Added 334,289 +17 (0.0%) 0.08% $493,156,000 2022-05-16
Q4 2021 Reduced 334,272 -120,340 (-26.5%) 0.07% $412,491,000 2022-02-11
Q3 2021 Reduced 454,612 -38,298 (-7.8%) 0.09% $543,321,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

818 managers reported MARKEL GROUP INC. for Q1 2024.

Managers reporting MARKEL GROUP INC. in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 1,171,123 -20,591 0.04% $1,781,840,222 44 qtrs
BlackRock Inc Reduced 749,204 -13,770 0.03% $1,139,898,720 44 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 561,492 -3,113 0.5% $854,299,519 44 qtrs
MORGAN STANLEY Added 523,037 +3,019 0.06% $795,794,384 44 qtrs
STATE STREET CORPORATION Added 307,264 +2,912 0.02% $467,496,031 44 qtrs
Davis Selected Advisers Reduced 286,091 -14,513 2.44% $435,281,734 44 qtrs
BAILLIE GIFFORD & CO Reduced 272,713 -17,343 0.32% $414,927,375 44 qtrs
WELLINGTON MANAGEMENT GROUP LLP This report Reduced 246,689 -9,415 0.07% $375,332,379 44 qtrs
Boston Partners Added 214,400 +57,528 0.39% $326,123,582 17 qtrs
DAVENPORT & Co LLC Reduced 203,870 -46,674 1.9% $310,328,681 44 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 15, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
199,954
None
46,735

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.