Sowell Financial Services LLC

Position in MKL — Markel Group Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in MKL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,060,484

-$1,556,049 QoQ

Shares Held

543

-60.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#446

of 924 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,066,284 across 10 Insurance - Property & Casualty names. MKL ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	14,315	$3,406,111
2	UVE	Universal Insurance Holdings, Inc.	80,634	$3,335,022
3	CB	Chubb Ltd	7,236	$2,465,594
4	MKL	Markel Group Inc. This page	543	$1,060,484
5	PGR	Progressive Corp/Oh/	2,743	$599,208
6	L	Loews Corp	2,463	$278,836
7	WRB	Berkley W R Corp	3,443	$242,834
8	AFG	American Financial Group Inc	1,708	$239,017

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,060,484	543	-60.3%	Shares	Sole	2026-07-20
2026-03-31	$2,616,533	1,367	0.0%	Shares	Sole	2026-04-20
2025-12-31	$2,938,571	1,367	+1.7%	Shares	Sole	2026-01-21
2025-09-30	$2,568,867	1,344	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$2,686,449	1,345	-9.2%	Shares	Sole	2025-07-14
2025-03-31	$2,768,892	1,481	+19.5%	Shares	Sole	2025-04-17
2023-03-31	$1,582,710	1,239	+139.2%	Shares	Sole	2023-05-12
2021-03-31	$590,323	518	-3.9%	Shares	Sole	2021-05-07
2020-12-31	$556,948	539	-5.9%	Shares	Sole	2021-01-13
2020-09-30	$557,930	573	-8.6%	Shares	Sole	2020-11-12
2020-06-30	$578,827	627	+44.5%	Shares	Sole	2020-08-13
2020-03-31	$402,704	434	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.