Position in MKL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,797,731
+$2,504,689 QoQ
Shares Held
26,522
+3.0% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#64
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names. MKL ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,758,825 | $112,891,119 | |
| 2 | MKL |
Markel Group Inc.
This page
|
26,522 | $51,797,731 | |
| 3 | CB |
Chubb Ltd
|
90,743 | $30,919,769 | |
| 4 | ALL |
Allstate Corp
|
127,397 | $30,312,842 | |
| 5 | TRV |
Travelers Companies, Inc.
|
52,249 | $17,248,439 | |
| 6 | WRB |
Berkley W R Corp
|
243,134 | $17,148,241 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28,537 | $6,233,907 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26,910 | $4,982,117 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,797,731 | 26,522 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $49,293,042 | 25,753 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,175,889 | 24,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,979,328 | 7,837 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $15,904,977 | 7,963 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $14,463,302 | 7,736 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,413,319 | 7,191 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,106,239 | 8,993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,250,756 | 7,775 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,348,331 | 8,116 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,273,225 | 9,348 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,903,429 | 8,763 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,649,182 | 9,145 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,646,571 | 10,683 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,468,750 | 8,705 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,420,787 | 8,689 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $9,862,324 | 7,626 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $9,923,939 | 6,727 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,324,564 | 6,746 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,088,639 | 6,768 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,096,922 | 6,823 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,844,004 | 6,883 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,268,232 | 7,034 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,679,582 | 6,860 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $6,829,611 | 7,398 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,754,111 | 7,279 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||