Position in MKL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,292,715
+$734,460 QoQ
Shares Held
2,198
+18.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#259
of 912 holders
Holding Since
Jun 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $6,242,233 across 11 Insurance - Property & Casualty names. MKL ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
2,198 | $4,292,715 | |
| 2 | CB |
Chubb Ltd
|
1,810 | $616,739 | |
| 3 | ALL |
Allstate Corp
|
1,511 | $359,527 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
1,817 | $229,650 | |
| 5 | TRV |
Travelers Companies, Inc.
|
668 | $220,520 | |
| 6 | AIZ |
Assurant, Inc.
|
600 | $161,118 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
469 | $154,680 | |
| 8 | WRB |
Berkley W R Corp
|
1,390 | $98,036 |
All Filings in MKL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,292,715 | 2,198 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,558,255 | 1,859 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,903,764 | 1,816 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,438,536 | 1,799 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,589,255 | 1,797 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $3,193,293 | 1,708 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,465,056 | 1,428 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,239,932 | 1,428 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,111,384 | 1,340 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,017,482 | 1,326 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,725,178 | 1,215 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,588,816 | 1,079 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,427,441 | 1,032 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,276,132 | 999 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,187,058 | 901 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $910,744 | 840 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $748,791 | 579 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $823,183 | 558 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $682,402 | 553 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $652,540 | 546 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $593,355 | 500 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $521,945 | 458 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $437,085 | 423 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $350,532 | 360 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $304,646 | 330 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||