Dynamic Advisor Solutions LLC

Position in MKL — Markel Group Inc.

CIK 1599747 PHOENIX, AZ

Position in MKL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$205,066

-$3,567 QoQ

Shares Held

105

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#756

of 924 holders

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $5,901,628 across 6 Insurance - Property & Casualty names. MKL ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,729	$1,952,099
2	TRV	Travelers Companies, Inc.	4,902	$1,618,248
3	ALL	Allstate Corp	4,930	$1,173,044
4	WRB	Berkley W R Corp	8,661	$610,860
5	PGR	Progressive Corp/Oh/	1,567	$342,311
6	MKL	Markel Group Inc. This page	105	$205,066

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,066	105	-3.7%	Shares	Sole	2026-07-07
2026-03-31	$208,633	109	+0.9%	Shares	Sole	2026-04-08
2025-12-31	$232,162	108	-1.8%	Shares	Sole	2026-01-09
2025-09-30	$210,249	110	-6.0%	Shares	Sole	2025-10-09
2025-06-30	$233,691	117	+0.9%	Shares	Sole	2025-07-09
2025-03-31	$216,874	116	-28.0%	Shares	Sole	2025-04-17
2023-09-30	$237,070	161	+2.5%	Shares	Sole	2023-10-11
2023-06-30	$217,159	157	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.