Position in MKL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,659,881
-$1,227,798 QoQ
Shares Held
2,386
-22.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#253
of 924 holders
Holding Since
Mar 2020
25 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $190,236,248 across 21 Insurance - Property & Casualty names. MKL ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
172,186 | $56,842,042 | |
| 2 | ALL |
Allstate Corp
|
130,439 | $31,036,655 | |
| 3 | CB |
Chubb Ltd
|
88,733 | $30,234,882 | |
| 4 | PGR |
Progressive Corp/Oh/
|
107,795 | $23,547,817 | |
| 5 | MCY |
Mercury General Corp
|
92,892 | $9,904,145 | |
| 6 | L |
Loews Corp
|
59,383 | $6,722,749 | |
| 7 | ORI |
Old Republic International Corp
|
135,527 | $5,545,764 | |
| 8 | MKL |
Markel Group Inc.
This page
|
2,386 | $4,659,881 |
All Filings in MKL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,659,881 | 2,386 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,887,679 | 3,076 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,132,951 | 2,853 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,881,254 | 3,077 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,704,460 | 2,856 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,444,062 | 2,377 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,027,294 | 2,333 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,664,202 | 2,336 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,836,732 | 2,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,052,088 | 2,006 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,747,506 | 1,935 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,607,959 | 1,092 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $692,973 | 501 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $242,707 | 190 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $255,593 | 194 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $212,507 | 196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $268,996 | 208 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $264,067 | 179 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $213,928 | 179 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $230,221 | 194 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $231,342 | 203 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $222,159 | 215 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $200,582 | 206 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $96,009 | 104 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $927 | 1 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||