Waverly Advisors, LLC

Position in MKL — Markel Group Inc.

CIK 1568787 BIRMINGHAM, AL

Position in MKL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,669,823

-$1,721,908 QoQ

Shares Held

855

-51.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#379

of 924 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. MKL ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	80,669	$14,935,058
2	PLMR	Palomar Holdings, Inc.	68,424	$8,648,109
3	CB	Chubb Ltd	23,531	$8,017,952
4	PGR	Progressive Corp/Oh/	32,006	$6,991,710
5	ALL	Allstate Corp	18,443	$4,388,327
6	TRV	Travelers Companies, Inc.	7,777	$2,567,343
7	MKL	Markel Group Inc. This page	855	$1,669,823
8	AIZ	Assurant, Inc.	1,871	$502,419

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,669,823	855	-51.7%	Shares	Sole	2026-08-14
2026-03-31	$3,391,731	1,772	+168.1%	Shares	Sole	2026-05-15
2025-12-31	$1,420,918	661	0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,263,408	661	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$1,318,257	660	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$1,226,464	656	+17.4%	Shares	Sole	2025-05-15
2024-12-31	$964,962	559	+7.3%	Shares	Sole	2025-02-14
2024-09-30	$817,230	521	0.0%	Shares	Sole	2024-11-14
2024-06-30	$820,918	521	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$789,648	519	-7.8%	Shares	Sole	2024-05-15
2023-12-31	$799,403	563	+293.7%	Shares	Sole	2024-02-14
2023-09-30	$210,566	143	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.