Position in MKL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,980,293
+$109,189 QoQ
Shares Held
1,526
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#310
of 924 holders
Holding Since
Mar 2022
18 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, 2026Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. MKL ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135,459 | $29,591,018 | |
| 2 | TRV |
Travelers Companies, Inc.
|
33,397 | $11,025,017 | |
| 3 | CB |
Chubb Ltd
|
26,597 | $9,062,661 | |
| 4 | ALL |
Allstate Corp
|
27,857 | $6,628,294 | |
| 5 | MKL |
Markel Group Inc.
This page
|
1,526 | $2,980,293 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
810 | $1,679,445 | |
| 7 | L |
Loews Corp
|
14,549 | $1,647,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
7,872 | $1,457,422 |
All Filings in MKL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,980,293 | 1,526 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,871,104 | 1,500 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,721,043 | 1,731 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,907,178 | 1,521 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,049,968 | 1,527 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,830,589 | 1,514 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,791,313 | 1,617 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,457,964 | 1,567 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,511,057 | 959 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,436,277 | 944 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,050,726 | 740 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $899,691 | 611 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $867,253 | 627 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $864,806 | 677 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $839,241 | 637 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $223,349 | 206 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $272,875 | 211 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $300,948 | 204 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||