Position in MKL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,814,045
-$1,985,056 QoQ
Shares Held
8,262
-0.2% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 89.60647030420087.ToString("F0")%
Shared 0.ToString("F0")%
None 10.393529695799131.ToString("F0")%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $152,147,863 across 20 Insurance - Property & Casualty names. MKL ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
143,065 | $46,629,175 | |
| 2 | ORI |
Old Republic International Corp
|
584,757 | $23,331,804 | |
| 3 | PGR |
Progressive Corp/Oh/
|
88,756 | $17,594,989 | |
| 4 | MKL |
Markel Group Inc.
This page
|
8,262 | $15,814,045 | |
| 5 | ALL |
Allstate Corp
|
64,708 | $13,416,556 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
27,970 | $9,556,230 | |
| 7 | L |
Loews Corp
|
48,501 | $5,176,996 | |
| 8 | CINF |
Cincinnati Financial Corp
|
27,202 | $4,280,234 |
All Filings in MKL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,814,045 | 8,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,799,101 | 8,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,420,852 | 8,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,890,388 | 10,459 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,732,526 | 7,880 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $13,953,117 | 8,083 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $13,005,096 | 8,291 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,674,892 | 17,564 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $13,600,509 | 8,939 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,135,246 | 7,138 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||