Position in MKL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,519,441
+$30,295 QoQ
Shares Held
778
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#393
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, 2026RKL Wealth Management LLC holds $1,738,640 across 2 Insurance - Property & Casualty names. MKL ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
778 | $1,519,441 | |
| 2 | TRV |
Travelers Companies, Inc.
|
664 | $219,199 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,441 | 778 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,489,146 | 778 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,672,427 | 778 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,487,038 | 778 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,553,946 | 778 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,454,556 | 778 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,343,006 | 778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,220,355 | 778 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,225,863 | 778 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,183,711 | 778 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,104,682 | 778 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,147,069 | 779 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,076,114 | 778 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $993,824 | 778 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,025,007 | 778 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $843,523 | 778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,006,148 | 778 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,147,736 | 778 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $960,052 | 778 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $929,811 | 778 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $923,260 | 778 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $886,624 | 778 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $803,907 | 778 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $757,538 | 778 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $718,226 | 778 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $723,754 | 780 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||