BEACON FINANCIAL GROUP

Position in MKL — Markel Group Inc.

CIK 1591379 DALLAS, TX

Position in MKL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$228,502

-$31,811 QoQ

Shares Held

117

-14.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#727

of 924 holders

Holding Since

Jun 2021

17 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $8,188,679 across 6 Insurance - Property & Casualty names. MKL ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,794	$3,337,207
2	TRV	Travelers Companies, Inc.	5,410	$1,785,949
3	L	Loews Corp	14,552	$1,647,431
4	PGR	Progressive Corp/Oh/	3,747	$818,532
5	WRB	Berkley W R Corp	5,261	$371,058
6	MKL	Markel Group Inc. This page	117	$228,502

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,502	117	-14.0%	Shares	Sole	2026-07-16
2026-03-31	$260,313	136	0.0%	Shares	Sole	2026-04-30
2025-12-31	$292,352	136	0.0%	Shares	Sole	2026-04-01
2025-09-30	$259,944	136	0.0%	Shares	Sole	2025-10-08
2025-06-30	$271,640	136	0.0%	Shares	Sole	2025-07-09
2025-03-31	$254,266	136	+0.7%	Shares	Sole	2025-04-10
2024-12-31	$233,041	135	0.0%	Shares	Sole	2025-01-29
2024-09-30	$211,758	135	-1.5%	Shares	Sole	2024-11-12
2024-06-30	$215,865	137	-2.8%	Shares	Sole	2024-08-06
2024-03-31	$214,528	141	0.0%	Shares	Sole	2024-05-07
2023-12-31	$200,205	141	-75.6%	Shares	Sole	2024-02-23
2022-09-30	$626,679	578	+2.3%	Shares	Sole	2022-10-13
2022-06-30	$730,686	565	-2.6%	Shares	Sole	2022-07-19
2022-03-31	$855,639	580	-0.7%	Shares	Sole	2022-04-08
2021-12-31	$720,656	584	-1.4%	Shares	Sole	2022-01-07
2021-09-30	$707,516	592	-12.2%	Shares	Sole	2021-10-13
2021-06-30	$799,842	674	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.