Focus Partners Wealth

Position in MKL — Markel Group Inc.

CIK 1542153 ST LOUIS, MO

Position in MKL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,653,375

-$160,670 QoQ

Shares Held

8,015

-3.0% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#127

of 924 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $144,821,800 across 20 Insurance - Property & Casualty names. MKL ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	143,133	$48,771,138
2	PGR	Progressive Corp/Oh/	81,743	$17,856,758
3	MKL	Markel Group Inc. This page	8,015	$15,653,375
4	ALL	Allstate Corp	44,496	$10,587,378
5	KNSL	Kinsale Capital Group, Inc.	31,783	$10,482,351
6	ORI	Old Republic International Corp	244,062	$9,987,017
7	THG	Hanover Insurance Group, Inc.	28,384	$6,077,582
8	L	Loews Corp	48,315	$5,469,741

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,653,375	8,015	-3.0%	Shares	Sole	2026-08-12
2026-03-31	$15,814,045	8,262	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$17,799,101	8,280	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$15,420,852	8,068	-22.9%	Shares	Sole	2025-11-14
2025-06-30	$20,890,388	10,459	+32.7%	Shares	Sole	2025-08-14
2025-03-31	$14,732,526	7,880	-2.5%	Shares	Sole	2025-05-20
2024-12-31	$13,953,117	8,083	-2.5%	Shares	Sole	2025-05-20
2024-09-30	$13,005,096	8,291	-52.8%	Shares	Sole	2024-11-14
2024-06-30	$27,674,892	17,564	+96.5%	Shares	Sole	2024-08-15
2024-03-31	$13,600,509	8,939	+25.2%	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.