Position in MKL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,408,120
+$494,490 QoQ
Shares Held
721
+50.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#403
of 924 holders
Holding Since
Dec 2021
17 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, 2026J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. MKL ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,083 | $2,754,201 | |
| 2 | TRV |
Travelers Companies, Inc.
|
7,678 | $2,534,661 | |
| 3 | ALL |
Allstate Corp
|
10,244 | $2,437,457 | |
| 4 | MKL |
Markel Group Inc.
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|
721 | $1,408,120 | |
| 5 | CINF |
Cincinnati Financial Corp
|
4,340 | $803,507 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,173 | $693,141 | |
| 7 | HCI |
HCI Group, Inc.
|
3,350 | $587,087 | |
| 8 | ORI |
Old Republic International Corp
|
10,167 | $416,033 |
All Filings in MKL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,120 | 721 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $913,630 | 478 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,004,672 | 503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,103,069 | 590 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $847,578 | 491 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $655,666 | 418 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $332,464 | 211 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $340,811 | 224 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $288,239 | 203 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $210,566 | 143 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $322,280 | 233 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $309,133 | 242 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $306,975 | 233 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $318,760 | 294 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $380,215 | 294 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $433,720 | 294 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $251,736 | 204 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||