Position in MKL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$763,626
+$160,694 QoQ
Shares Held
391
+24.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 912 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $54,959,041 across 40 Insurance - Property & Casualty names. MKL ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
69,329 | $23,623,163 | |
| 2 | ALL |
Allstate Corp
|
61,418 | $14,613,798 | |
| 3 | AFG |
American Financial Group Inc
|
51,359 | $7,187,178 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,539 | $2,083,794 | |
| 5 | ORI |
Old Republic International Corp
|
43,944 | $1,798,188 | |
| 6 | CINF |
Cincinnati Financial Corp
|
8,175 | $1,513,519 | |
| 7 | ASIC |
Ategrity Specialty Insurance Co Holdings
|
45,644 | $1,097,281 | |
| 8 | MKL |
Markel Group Inc.
This page
|
391 | $763,626 |
All Filings in MKL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,626 | 391 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $602,932 | 315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $651,343 | 303 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $510,333 | 267 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $331,561 | 166 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $224,353 | 120 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $224,409 | 130 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $203,915 | 130 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $198,533 | 126 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $149,105 | 98 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $143,409 | 101 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $151,666 | 103 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $214,392 | 155 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $203,108 | 159 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $209,480 | 159 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $171,306 | 158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $201,747 | 156 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $241,939 | 164 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $180,164 | 146 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $127,878 | 107 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||