Florida Trust Wealth Management Co

Position in MKL — Markel Group Inc.

CIK 1651023 SANIBEL, FL

Position in MKL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,331,776

-$524,219 QoQ

Shares Held

2,218

-12.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#258

of 924 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $32,421,764 across 7 Insurance - Property & Casualty names. MKL ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	56,813	$19,358,461
2	PGR	Progressive Corp/Oh/	28,869	$6,306,432
3	MKL	Markel Group Inc. This page	2,218	$4,331,776
4	ALL	Allstate Corp	4,875	$1,159,956
5	TRV	Travelers Companies, Inc.	2,060	$680,046
6	KMPR	KEMPER Corp	12,600	$339,696
7	ORI	Old Republic International Corp	5,997	$245,397

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,331,776	2,218	-12.6%	Shares	Sole	2026-07-27
2026-03-31	$4,855,995	2,537	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$5,571,892	2,592	-0.4%	Shares	Sole	2026-01-20
2025-09-30	$4,973,358	2,602	-2.1%	Shares	Sole	2025-10-29
2025-06-30	$5,308,982	2,658	-3.8%	Shares	Sole	2025-08-13
2025-03-31	$5,163,862	2,762	-2.5%	Shares	Sole	2025-04-15
2024-12-31	$4,890,409	2,833	-0.6%	Shares	Sole	2025-01-15
2024-09-30	$4,472,021	2,851	+1.9%	Shares	Sole	2024-10-08
2024-06-30	$4,407,121	2,797	-1.0%	Shares	Sole	2024-07-22
2024-03-31	$4,299,702	2,826	-0.5%	Shares	Sole	2024-05-21
2023-12-31	$4,033,935	2,841	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.