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Atria Investments, Inc

Position in MKL — Markel Group Inc.

CIK 1535865 Charlotte, NC

Position in MKL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,357,224
+$292,799 QoQ
Shares Held
1,719
+7.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#295
of 924 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MKL Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names. MKL ranks #4 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MKL
Markel Group Inc.
This page
1,719 $3,357,224

All Filings in MKL

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,357,224 1,719
2026-03-31 $3,064,425 1,601
2025-12-31 $3,467,385 1,613
2025-09-30 $3,008,480 1,574
2025-06-30 $3,217,746 1,611
2025-03-31 $2,927,809 1,566
2024-12-31 $3,480,079 2,016
2024-09-30 $3,096,376 1,974
2024-06-30 $3,094,596 1,964
2024-03-31 $3,053,610 2,007
2023-12-31 $2,856,838 2,012
2023-09-30 $3,073,086 2,087
2023-06-30 $2,633,574 1,904
2023-03-31 $2,309,557 1,808
2022-12-31 $2,389,926 1,814
2022-09-30 $1,631,751 1,505
2022-06-30 $2,176,539 1,683
2022-03-31 $2,836,886 1,923
2021-12-31 $2,390,258 1,937
2021-09-30 $2,434,479 2,037
2021-06-30 $2,439,875 2,056
2021-03-31 $2,356,734 2,068
2020-12-31 $1,823,774 1,765