Destination Wealth Management

Position in MKL — Markel Group Inc.

CIK 1278573 WALNUT CREEK, CA

Position in MKL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$492,158

+$13,641 QoQ

Shares Held

252

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#570

of 924 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $2,578,346 across 5 Insurance - Property & Casualty names. MKL ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,447	$833,790
2	TRV	Travelers Companies, Inc.	1,963	$648,025
3	MKL	Markel Group Inc. This page	252	$492,158
4	ALL	Allstate Corp	1,276	$303,611
5	ORI	Old Republic International Corp	7,350	$300,762

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,158	252	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$478,517	250	0.0%	Shares	Sole	2026-05-15
2025-12-31	$537,412	250	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.