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Markel Group Inc.: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Markel Group Inc. on LPLA, newest first. How the timeline and the estimate are built.

Markel Group Inc. held 559,951 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559,951 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $157,726,999.

    13F-HR 0001096343-26-000065 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 559,951 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $168,450,059.

    13F-HR 0001096343-26-000044 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 559,951 shares
    Change vs previous 13F +6,630 shares

    1.59% of the 13F portfolio, value $199,997,699.

    13F-HR 0001096343-26-000011 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 553,321 shares
    Change vs previous 13F +8,717 shares

    1.49% of the 13F portfolio, value $184,084,364.

    13F-HR 0001628280-25-047842 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 544,604 shares
    Change vs previous 13F +5,500 shares

    1.73% of the 13F portfolio, value $204,210,161.

    13F-HR 0001096343-25-000124 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 539,104 shares
    Change vs previous 13F +6,700 shares

    1.57% of the 13F portfolio, value $176,362,483.

    13F-HR 0001096343-25-000062 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 532,404 shares
    Change vs previous 13F +12,000 shares

    1.53% of the 13F portfolio, value $173,835,230.

    13F-HR 0001096343-25-000011 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 520,404 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $121,061,583.

    13F-HR 0001096343-24-000124 filed by Markel Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).