Lido Advisors, LLC

Position in MKL — Markel Group Inc.

CIK 1650150 Los Angeles, CA

Position in MKL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,197,195

+$471,764 QoQ

Shares Held

613

+61.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#430

of 924 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $57,906,647 across 16 Insurance - Property & Casualty names. MKL ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	74,326	$25,325,840
2	ALL	Allstate Corp	36,412	$8,663,870
3	PGR	Progressive Corp/Oh/	34,530	$7,543,077
4	TRV	Travelers Companies, Inc.	17,677	$5,835,530
5	WRB	Berkley W R Corp	30,007	$2,116,392
6	CINF	Cincinnati Financial Corp	8,415	$1,557,952
7	LMND	Lemonade, Inc.	20,857	$1,356,747
8	MKL	Markel Group Inc. This page	613	$1,197,195

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,195	613	+61.7%	Shares	Defined	2026-08-07
2026-03-31	$725,431	379	-17.6%	Shares	Defined	2026-05-13
2025-12-31	$988,838	460	+1.1%	Shares	Defined	2026-02-10
2025-09-30	$869,668	455	+107.8%	Shares	Sole	2025-11-14
2025-06-30	$437,421	219	+5.3%	Shares	Defined	2025-08-13
2025-03-31	$388,878	208	+5.1%	Shares	Sole	2025-05-15
2024-12-31	$341,792	198	0.0%	Shares	Sole	2025-02-14
2024-09-30	$310,577	198	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$302,525	192	+21.5%	Shares	Sole	2024-08-15
2024-03-31	$240,393	158	-0.6%	Shares	Sole	2024-05-15
2023-12-31	$225,764	159	-25.0%	Shares	Sole	2024-02-14
2023-09-30	$312,167	212	+8.7%	Shares	Sole	2023-11-14
2023-06-30	$269,719	195	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.