Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,202,288
+$283,172 QoQ
Shares Held
7,272
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#133
of 924 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $52,605,426 across 11 Insurance - Property & Casualty names. MKL ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
169,958 | $37,127,325 | |
| 2 | MKL |
Markel Group Inc.
This page
|
7,272 | $14,202,288 | |
| 3 | AIZ |
Assurant, Inc.
|
1,348 | $361,978 | |
| 4 | CB |
Chubb Ltd
|
786 | $267,821 | |
| 5 | WRB |
Berkley W R Corp
|
2,863 | $201,927 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
485 | $159,957 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
673 | $144,102 | |
| 8 | TRV |
Travelers Companies, Inc.
|
194 | $64,043 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,202,288 | 7,272 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,919,116 | 7,272 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,121,961 | 7,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,390,270 | 8,052 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,113,988 | 6,065 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,352,271 | 6,072 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,463,380 | 7,220 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $21,803,262 | 13,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,818,164 | 13,847 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $21,376,794 | 14,050 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $20,489,157 | 14,430 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $22,660,148 | 15,389 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $22,343,891 | 16,154 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $21,915,245 | 17,156 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $24,542,203 | 18,628 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $20,894,003 | 19,271 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $24,922,220 | 19,271 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $28,544,418 | 19,349 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $26,329,858 | 21,337 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $17,874,364 | 14,956 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $18,399,938 | 15,505 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $18,190,614 | 15,962 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $16,511,100 | 15,979 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $14,266,652 | 14,652 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $13,712,767 | 14,854 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $12,828,079 | 13,825 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||