Position in MKL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$640,587
+$213,750 QoQ
Shares Held
328
+47.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 924 holders
Holding Since
Sep 2021
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, 2026Wealthspire Advisors, LLC holds $17,520,223 across 6 Insurance - Property & Casualty names. MKL ranks #5 (3.7% of the industry book) .
All Filings in MKL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,587 | 328 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $426,837 | 223 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $537,412 | 250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $336,399 | 176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $373,506 | 187 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $516,012 | 276 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $459,177 | 266 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $254,109 | 162 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $201,684 | 128 | Shares | Sole | 2024-08-08 | |
| 2021-09-30 | $476,856 | 399 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||