CAPTRUST FINANCIAL ADVISORS

Position in MKL — Markel Group Inc.

CIK 1512024 RALEIGH, NC

Position in MKL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$49,293,042

-$3,882,847 QoQ

Shares Held

25,753

+4.1% QoQ

Ownership

0.206%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.4691880557605.ToString("F0")% Shared 0.ToString("F0")% None 10.530811944239506.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $283,812,453 across 26 Insurance - Property & Casualty names. MKL ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	2,829,433	$112,894,376
2	MKL	Markel Group Inc. This page	25,753	$49,293,042
3	CB	Chubb Ltd	91,760	$29,907,336
4	ALL	Allstate Corp	132,215	$27,413,458
5	WRB	Berkley W R Corp	240,875	$15,965,195
6	TRV	Travelers Companies, Inc.	52,832	$15,410,037
7	PGR	Progressive Corp/Oh/	31,125	$6,170,220
8	L	Loews Corp	48,475	$5,174,221

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,293,042	25,753	+4.1%	Shares	Sole	2026-05-15
2025-12-31	$53,175,889	24,737	+215.6%	Shares	Sole	2026-02-17
2025-09-30	$14,979,328	7,837	-1.6%	Shares	Sole	2025-11-19
2025-06-30	$15,904,977	7,963	+2.9%	Shares	Sole	2025-08-15
2025-03-31	$14,463,302	7,736	+7.6%	Shares	Sole	2025-05-15
2024-12-31	$12,413,319	7,191	-20.0%	Shares	Sole	2025-02-14
2024-09-30	$14,106,239	8,993	+15.7%	Shares	Sole	2024-11-14
2024-06-30	$12,250,756	7,775	-4.2%	Shares	Sole	2024-08-15
2024-03-31	$12,348,331	8,116	-13.2%	Shares	Sole	2024-05-15
2023-12-31	$13,273,225	9,348	+6.7%	Shares	Sole	2024-02-14
2023-09-30	$12,903,429	8,763	-4.2%	Shares	Sole	2023-11-15
2023-06-30	$12,649,182	9,145	-14.4%	Shares	Sole	2023-08-15
2023-03-31	$13,646,571	10,683	+22.7%	Shares	Sole	2023-05-15
2022-12-31	$11,468,750	8,705	+0.2%	Shares	Sole	2023-02-15
2022-09-30	$9,420,787	8,689	+13.9%	Shares	Sole	2022-11-16
2022-06-30	$9,862,324	7,626	+13.4%	Shares	Sole	2022-08-23
2022-03-31	$9,923,939	6,727	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$8,324,564	6,746	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$8,088,639	6,768	-0.8%	Shares	Sole	2021-11-16
2021-06-30	$8,096,922	6,823	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$7,844,004	6,883	-2.1%	Shares	Sole	2021-05-17
2020-12-31	$7,268,232	7,034	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$6,679,582	6,860	-7.3%	Shares	Sole	2020-11-17
2020-06-30	$6,829,611	7,398	+1.6%	Shares	Sole	2020-08-14
2020-03-31	$6,754,111	7,279	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.