Aptus Capital Advisors, LLC

Position in MKL — Markel Group Inc.

CIK 1664193 FAIRHOPE, AL

Position in MKL

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$648,869

-$120,705 QoQ

Shares Held

339

-5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Financial Services · as of Mar 31, 2026

Aptus Capital Advisors, LLC holds $75,995,651 across 12 Insurance - Property & Casualty names. MKL ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	200,318	$39,711,039
2	THG	Hanover Insurance Group, Inc.	90,706	$15,723,885
3	CB	Chubb Ltd	24,164	$7,875,772
4	MCY	Mercury General Corp	79,715	$7,026,877
5	TRV	Travelers Companies, Inc.	7,085	$2,066,552
6	WRB	Berkley W R Corp	14,509	$961,656
7	ALL	Allstate Corp	4,088	$847,605
8	MKL	Markel Group Inc. This page	339	$648,869

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$648,869	339	-5.3%	Shares	Sole	2026-05-11
2025-12-31	$769,574	358	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$682,355	357	-3.3%	Shares	Sole	2025-11-12
2025-06-30	$737,025	369	0.0%	Shares	Sole	2025-08-11
2025-03-31	$689,886	369	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$633,526	367	+69.9%	Shares	Sole	2025-02-14
2024-09-30	$338,813	216	+8.0%	Shares	Sole	2024-11-05
2024-06-30	$315,132	200	0.0%	Shares	Sole	2024-07-31
2024-03-31	$304,296	200	+19.8%	Shares	Sole	2024-05-15
2023-12-31	$237,123	167	-4.0%	Shares	Sole	2024-02-13
2023-09-30	$256,213	174	+26.1%	Shares	Sole	2023-11-08
2022-03-31	$203,583	138	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.