Position in MKL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,017,518
+$137,046 QoQ
Shares Held
521
+13.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#452
of 924 holders
Holding Since
Mar 2024
10 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, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. MKL ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
This page
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
|
2,116 | $239,552 |
All Filings in MKL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,518 | 521 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $880,472 | 460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $990,988 | 461 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $881,136 | 461 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $920,782 | 461 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $861,890 | 461 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $797,518 | 462 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $723,115 | 461 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $726,379 | 461 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $705,966 | 464 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||