TD PRIVATE CLIENT WEALTH LLC

Position in MKL — Markel Group Inc.

CIK 1551017 NEW YORK, NY

Position in MKL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$953,068

-$1,370,612 QoQ

Shares Held

488

-59.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#461

of 924 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. MKL ranks #6 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	7,130	$2,353,755
2	CB	Chubb Ltd	6,254	$2,130,987
3	WRB	Berkley W R Corp	24,854	$1,752,952
4	PGR	Progressive Corp/Oh/	7,294	$1,593,374
5	ALL	Allstate Corp	5,024	$1,195,410
6	MKL	Markel Group Inc. This page	488	$953,068
7	AIZ	Assurant, Inc.	1,581	$424,545
8	THG	Hanover Insurance Group, Inc.	1,976	$423,101

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,068	488	-59.8%	Shares	Defined	2026-08-04
2026-03-31	$2,323,680	1,214	-25.2%	Shares	Defined	2026-04-27
2025-12-31	$3,486,732	1,622	-1.5%	Shares	Defined	2026-02-05
2025-09-30	$3,146,098	1,646	-2.9%	Shares	Defined	2025-10-27
2025-06-30	$3,385,525	1,695	+3.4%	Shares	Defined	2025-07-15
2025-03-31	$3,066,160	1,640	+85.9%	Shares	Defined	2025-04-29
2024-12-31	$1,522,534	882	+5.6%	Shares	Defined	2025-02-11
2024-09-30	$1,309,764	835	+10.6%	Shares	Defined	2024-11-18
2024-06-30	$1,189,623	755	-4.4%	Shares	Defined	2024-08-14
2024-03-31	$1,201,969	790	+17.7%	Shares	Defined	2024-08-16
2023-12-31	$952,752	671	-2.3%	Shares	Defined	2024-08-16
2023-09-30	$1,011,600	687	-25.4%	Shares	Defined	2024-08-16
2023-06-30	$1,273,908	921	-4.7%	Shares	Defined	2024-08-16
2023-03-31	$1,233,978	966	+16.5%	Shares	Defined	2024-08-16
2022-12-31	$1,092,199	829	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.