Dakota Wealth Management

Position in MKL — Markel Group Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in MKL

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

Position Value

$427,709

-$14,441 QoQ

Shares Held

219

-5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#598

of 924 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dakota Wealth Management holds $36,043,251 across 6 Insurance - Property & Casualty names. MKL ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	57,257	$13,623,730
2	PGR	Progressive Corp/Oh/	43,830	$9,574,663
3	CB	Chubb Ltd	27,932	$9,517,549
4	TRV	Travelers Companies, Inc.	6,853	$2,262,312
5	ORI	Old Republic International Corp	15,574	$637,288
6	MKL	Markel Group Inc. This page	219	$427,709

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,709	219	-5.2%	Shares	Sole	2026-08-07
2026-03-31	$442,150	231	-2.5%	Shares	Sole	2026-05-07
2025-12-31	$509,467	237	-7.4%	Shares	Sole	2026-01-13
2025-09-30	$489,308	256	0.0%	Shares	Sole	2025-11-10
2025-06-30	$511,324	256	-0.4%	Shares	Sole	2025-07-16
2025-03-31	$480,489	257	0.0%	Shares	Sole	2025-05-02
2024-12-31	$443,641	257	+2.0%	Shares	Sole	2025-01-17
2024-09-30	$395,282	252	+6.8%	Shares	Sole	2024-10-23
2024-06-30	$371,855	236	+14.6%	Shares	Sole	2024-07-22
2024-03-31	$313,424	206	-31.1%	Shares	Sole	2024-04-24
2023-12-31	$424,550	299	+7.2%	Shares	Sole	2024-01-30
2023-09-30	$410,824	279	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$388,673	281	+14.7%	Shares	Sole	2023-07-31
2023-03-31	$312,965	245	0.0%	Shares	Sole	2023-04-14
2022-12-31	$322,785	245	+8.4%	Shares	Sole	2023-02-08
2022-09-30	$245,033	226	0.0%	Shares	Sole	2022-11-10
2022-06-30	$292,274	226	-12.4%	Shares	Sole	2022-08-05
2022-03-31	$380,611	258	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.