Position in MKL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,839,441
+$245,471 QoQ
Shares Held
3,502
+1.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#208
of 924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $9,006,360 across 2 Insurance - Property & Casualty names. MKL ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
3,502 | $6,839,441 | |
| 2 | ALL |
Allstate Corp
|
9,107 | $2,166,919 |
All Filings in MKL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,839,441 | 3,502 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,593,970 | 3,445 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,188,429 | 3,344 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,450,840 | 3,375 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,707,134 | 3,358 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,687,594 | 3,577 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,794,954 | 3,357 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,239,057 | 3,340 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $5,228,039 | 3,318 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,008,712 | 3,292 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,772,283 | 3,361 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,957,873 | 3,367 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,726,326 | 3,417 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,371,297 | 3,422 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,601,992 | 3,493 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,781,759 | 3,488 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,666,046 | 3,608 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,446,586 | 3,692 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,555,928 | 3,692 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,418,395 | 3,697 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,387,266 | 3,697 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $4,328,276 | 3,798 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,931,706 | 3,805 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,722,455 | 3,823 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,529,278 | 3,823 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,663,309 | 3,948 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||