Position in MKL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$390,602
+$28,843 QoQ
Shares Held
200
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#613
of 924 holders
Holding Since
Mar 2023
12 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,030,582 across 8 Insurance - Property & Casualty names. MKL ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
13,960 | $4,756,730 | |
| 2 | ALL |
Allstate Corp
|
6,235 | $1,483,555 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,559 | $1,174,897 | |
| 4 | PGR |
Progressive Corp/Oh/
|
4,582 | $1,000,937 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
4,027 | $508,972 | |
| 6 | WRB |
Berkley W R Corp
|
6,314 | $445,326 | |
| 7 | MKL |
Markel Group Inc.
This page
|
200 | $390,602 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,456 | $269,563 |
All Filings in MKL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,602 | 200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $361,759 | 189 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $376,188 | 175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $334,488 | 175 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $341,548 | 171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $330,920 | 177 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $317,626 | 184 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $288,618 | 184 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $209,562 | 133 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $219,401 | 149 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $228,224 | 165 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $212,050 | 166 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||