Position in MKL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,255,667
-$116,924 QoQ
Shares Held
1,667
-5.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#301
of 924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $147,713,549 across 13 Insurance - Property & Casualty names. MKL ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
338,664 | $115,396,371 | |
| 2 | PGR |
Progressive Corp/Oh/
|
46,463 | $10,149,842 | |
| 3 | TRV |
Travelers Companies, Inc.
|
19,456 | $6,422,814 | |
| 4 | ALL |
Allstate Corp
|
22,939 | $5,458,105 | |
| 5 | MKL |
Markel Group Inc.
This page
|
1,667 | $3,255,667 | |
| 6 | PRCH |
Porch Group, Inc.
|
108,238 | $1,627,899 | |
| 7 | WRB |
Berkley W R Corp
|
20,991 | $1,480,495 | |
| 8 | KMPR |
KEMPER Corp
|
33,591 | $905,613 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,255,667 | 1,667 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,372,591 | 1,762 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,671,602 | 1,708 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,176,680 | 1,662 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,413,488 | 1,709 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,268,078 | 1,748 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,074,415 | 1,781 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,991,282 | 1,907 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,085,142 | 1,958 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,115,991 | 2,048 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,997,408 | 2,111 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,061,306 | 2,079 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,132,902 | 2,265 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,890,778 | 2,263 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,836,555 | 2,153 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,377,694 | 2,193 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,943,437 | 2,276 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,515,496 | 2,383 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,785,138 | 2,257 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,617,334 | 2,190 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,464,796 | 2,077 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,317,987 | 2,034 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,929,171 | 1,867 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,636,789 | 1,681 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,603,546 | 1,737 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,545,864 | 1,666 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||