B. Riley Wealth Advisors, Inc.

Position in MKL — Markel Group Inc.

CIK 1464811 MEMPHIS, TN

Position in MKL

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

Position Value

$226,549

+$12,174 QoQ

Shares Held

116

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#728

of 924 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $4,576,413 across 5 Insurance - Property & Casualty names. MKL ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	6,220	$2,119,402
2	PGR	Progressive Corp/Oh/	4,783	$1,044,846
3	TRV	Travelers Companies, Inc.	2,586	$853,690
4	ALL	Allstate Corp	1,395	$331,926
5	MKL	Markel Group Inc. This page	116	$226,549

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,549	116	+3.6%	Shares	Sole	2026-07-14
2026-03-31	$214,375	112	-8.9%	Shares	Sole	2026-04-27
2025-12-31	$264,406	123	+11.8%	Shares	Sole	2026-02-17
2025-09-30	$210,249	110	-16.7%	Shares	Sole	2025-10-31
2025-06-30	$263,651	132	—	Shares	Sole	2025-08-19
No filing history on record for this holder in this stock.