Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$414,038
-$37,682 QoQ
Shares Held
212
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 924 holders
Holding Since
Mar 2024
6 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $7,139,866 across 7 Insurance - Property & Casualty names. MKL ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
12,003 | $4,089,902 | |
| 2 | PGR |
Progressive Corp/Oh/
|
4,525 | $988,486 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,791 | $591,244 | |
| 4 | ALL |
Allstate Corp
|
1,926 | $458,272 | |
| 5 | MKL |
Markel Group Inc.
This page
|
212 | $414,038 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
150 | $311,008 | |
| 7 | WRB |
Berkley W R Corp
|
4,068 | $286,916 |
All Filings in MKL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,038 | 212 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $451,720 | 236 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $253,658 | 118 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $215,983 | 113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $209,722 | 105 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $203,878 | 134 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||