Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$157,726,997
-$10,723,061 QoQ
Shares Held
559,951
0.0% QoQ
Ownership
0.711%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#34
of 761 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Markel Group Inc. holds $649,871,115 across 3 Capital Markets names. LPLA ranks #2 (24.3% of the industry book) .
All Filings in LPLA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,726,997 | 559,951 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $168,450,058 | 559,951 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $199,997,698 | 559,951 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $184,084,363 | 553,321 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $204,210,161 | 544,604 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $176,362,482 | 539,104 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $173,835,229 | 532,404 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $121,061,582 | 520,404 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $134,564,225 | 481,791 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $120,023,681 | 454,291 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $97,053,981 | 426,386 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $71,595,388 | 301,264 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $27,626,438 | 127,059 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,981,207 | 19,670 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $579,551 | 2,681 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||