Position in MAR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$957,975
+$127,545 QoQ
Shares Held
2,585
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#847
of 1,737 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Valmark Advisers, Inc. holds $957,975 across 1 Lodging name. MAR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
2,585 | $957,975 |
All Filings in MAR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,975 | 2,585 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $830,430 | 2,539 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $790,801 | 2,549 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $643,807 | 2,472 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $672,643 | 2,462 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $577,158 | 2,423 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $675,313 | 2,421 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $599,374 | 2,411 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $514,970 | 2,130 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $534,140 | 2,117 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $454,853 | 2,017 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $376,805 | 1,917 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $352,133 | 1,917 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $275,958 | 1,662 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $244,626 | 1,643 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $201,801 | 1,440 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $246,401 | 1,402 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $228,692 | 1,384 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $204,956 | 1,384 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $211,879 | 1,552 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $210,019 | 1,418 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||