Smith Salley Wealth Management

Position in MKL — Markel Group Inc.

CIK 1482012 GREENSBORO, NC

Position in MKL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$17,871,994

+$316,145 QoQ

Shares Held

9,151

-0.2% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#117

of 924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $27,195,077 across 5 Insurance - Property & Casualty names. MKL ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc. This page	9,151	$17,871,994
2	CB	Chubb Ltd	12,176	$4,148,850
3	TRV	Travelers Companies, Inc.	8,524	$2,813,942
4	PGR	Progressive Corp/Oh/	9,221	$2,014,327
5	ALL	Allstate Corp	1,454	$345,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,871,994	9,151	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$17,555,849	9,172	+0.8%	Shares	Sole	2026-04-16
2025-12-31	$19,566,113	9,102	-1.3%	Shares	Sole	2026-01-27
2025-09-30	$17,632,296	9,225	-1.3%	Shares	Sole	2025-10-20
2025-06-30	$18,661,334	9,343	+1.8%	Shares	Sole	2025-07-17
2025-03-31	$17,159,280	9,178	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$15,750,122	9,124	+0.8%	Shares	Sole	2025-01-15
2024-09-30	$14,203,491	9,055	+2.3%	Shares	Sole	2024-10-24
2024-06-30	$13,952,469	8,855	+6.5%	Shares	Sole	2024-07-29
2024-03-31	$12,649,584	8,314	+7.3%	Shares	Sole	2024-05-02
2023-12-31	$11,005,644	7,751	+4.2%	Shares	Sole	2024-01-24
2023-09-30	$10,956,798	7,441	-26.8%	Shares	Sole	2023-10-27
2023-06-30	$14,062,791	10,167	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$12,978,485	10,160	+2.5%	Shares	Sole	2023-05-03
2022-12-31	$13,064,230	9,916	+0.7%	Shares	Sole	2023-02-03
2022-09-30	$10,680,651	9,851	+0.4%	Shares	Other	2022-11-01
2022-06-30	$12,684,195	9,808	+4.0%	Shares	Other	2022-08-01
2022-03-31	$13,908,562	9,428	+1.2%	Shares	Other	2022-05-10
2021-12-31	$11,499,646	9,319	+1.8%	Shares	Sole	2022-02-10
2021-09-30	$10,939,024	9,153	+1.1%	Shares	Sole	2021-11-05
2021-06-30	$10,744,471	9,054	+2.2%	Shares	Other	2021-08-09
2021-03-31	$10,100,451	8,863	+7.5%	Shares	Other	2021-04-30
2020-12-31	$8,519,558	8,245	+49.9%	Shares	Other	2021-01-28
2020-09-30	$5,354,376	5,499	+0.8%	Shares	Sole	2020-11-05
2020-06-30	$5,037,738	5,457	+5.7%	Shares	Other	2020-08-04
2020-03-31	$4,789,767	5,162	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.