Position in MKL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,564,243
+$44,269 QoQ
Shares Held
1,825
-0.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#286
of 924 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $6,228,924 across 5 Insurance - Property & Casualty names. MKL ranks #1 (57.2% of the industry book) .
All Filings in MKL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,564,243 | 1,825 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,519,974 | 1,839 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,953,206 | 1,839 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,643,052 | 1,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,820,949 | 1,913 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,598,999 | 1,925 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,367,874 | 1,951 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,093,239 | 1,972 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,143,441 | 1,995 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,129,684 | 2,057 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,988,889 | 2,105 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,414,704 | 2,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,217,276 | 2,326 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,023,629 | 2,367 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,150,118 | 2,391 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,711,634 | 2,501 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,465,910 | 2,680 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,433,096 | 3,005 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,074,668 | 3,302 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,174,589 | 3,493 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,489,323 | 3,783 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,789,822 | 4,203 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,283,028 | 4,145 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,109,997 | 3,194 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,422,398 | 2,624 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||