BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MKL — Markel Group Inc.
CIK 1654599
MORRISTOWN, NJ
Position in MKL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$99,603
+$3,900 QoQ
Shares Held
51
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#792
of 924 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,524,636 across 10 Insurance - Property & Casualty names. MKL ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
31,756 | $10,820,539 | |
| 2 | ALL |
Allstate Corp
|
35,842 | $8,528,245 | |
| 3 | AIZ |
Assurant, Inc.
|
2,605 | $699,520 | |
| 4 | TRV |
Travelers Companies, Inc.
|
847 | $279,611 | |
| 5 | MKL |
Markel Group Inc.
This page
|
51 | $99,603 | |
| 6 | L |
Loews Corp
|
500 | $56,605 | |
| 7 | PGR |
Progressive Corp/Oh/
|
61 | $13,325 | |
| 8 | ORI |
Old Republic International Corp
|
281 | $11,498 |
All Filings in MKL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,603 | 51 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $95,703 | 50 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||