Position in MKL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$33,201
+$662 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#816
of 912 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. MKL ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 2 | ORI |
Old Republic International Corp
|
11,157 | $456,544 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,192 | $393,503 | |
| 4 | CB |
Chubb Ltd
|
442 | $150,607 | |
| 5 | WRB |
Berkley W R Corp
|
2,028 | $143,034 | |
| 6 | PGR |
Progressive Corp/Oh/
|
229 | $50,025 | |
| 7 | MKL |
Markel Group Inc.
This page
|
17 | $33,201 | |
| 8 | L |
Loews Corp
|
231 | $26,151 |
All Filings in MKL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,201 | 17 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $32,539 | 17 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $36,544 | 17 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $26,759 | 14 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,952 | 18 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $33,652 | 18 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $31,072 | 18 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $28,234 | 18 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,361 | 18 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $27,386 | 18 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,558 | 18 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $26,504 | 18 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $23,514 | 17 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $21,715 | 17 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,397 | 17 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,347 | 16 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $28,451 | 22 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $26,554 | 18 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,702 | 3 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||