Position in MKL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$166,005
+$3,310 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#767
of 924 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $313,400 across 6 Insurance - Property & Casualty names. MKL ranks #1 (53.0% of the industry book) .
All Filings in MKL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,005 | 85 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $162,695 | 85 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $182,720 | 85 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $162,465 | 85 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $169,775 | 85 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $166,395 | 89 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $153,634 | 89 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,603 | 89 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $140,233 | 89 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $141,497 | 93 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $132,050 | 93 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $125,161 | 85 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $117,570 | 85 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $108,579 | 85 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $111,986 | 85 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||