KELLEHER FINANCIAL ADVISORS

Position in MKL — Markel Group Inc.

CIK 1507971 NEW YORK, NY

Position in MKL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$78,120

+$39,839 QoQ

Shares Held

+100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#799

of 924 holders

Holding Since

Sep 2025

4 quarters on record

Financial Services · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $453,169 across 7 Insurance - Property & Casualty names. MKL ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	1,127	$246,193
2	MKL	Markel Group Inc. This page	40	$78,120
3	TRUP	Trupanion, Inc.	1,700	$42,109
4	CB	Chubb Ltd	101	$34,414
5	ALL	Allstate Corp	119	$28,314
6	TRV	Travelers Companies, Inc.	63	$20,797
7	AIZ	Assurant, Inc.	12	$3,222

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,120	40	+100.0%	Shares	Sole	2026-08-06
2026-03-31	$38,281	20	0.0%	Shares	Sole	2026-05-08
2025-12-31	$42,992	20	0.0%	Shares	Sole	2026-01-20
2025-09-30	$38,227	20	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.