Position in MKL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,298,751
+$25,895 QoQ
Shares Held
665
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#420
of 924 holders
Holding Since
Sep 2022
15 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, 2026RFG Advisory, LLC holds $3,198,407 across 5 Insurance - Property & Casualty names. MKL ranks #1 (40.6% of the industry book) .
All Filings in MKL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,751 | 665 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,272,856 | 665 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,491,857 | 694 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,326,483 | 694 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,386,167 | 694 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,297,509 | 694 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,322,292 | 766 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,209,375 | 771 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,225,863 | 778 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,183,711 | 778 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,108,941 | 781 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $718,575 | 488 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $684,674 | 495 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $651,479 | 510 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $277,560 | 256 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||