Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$544,889
-$2,534 QoQ
Shares Held
279
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 924 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IHT Wealth Management, LLC holds $9,047,927 across 10 Insurance - Property & Casualty names. MKL ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
6,366 | $2,101,543 | |
| 2 | CB |
Chubb Ltd
|
5,783 | $1,970,499 | |
| 3 | ALL |
Allstate Corp
|
4,786 | $1,138,780 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
2,483 | $818,918 | |
| 5 | PGR |
Progressive Corp/Oh/
|
3,607 | $787,948 | |
| 6 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
54,308 | $602,818 | |
| 7 | MKL |
Markel Group Inc.
This page
|
279 | $544,889 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
7,724 | $450,695 |
All Filings in MKL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,889 | 279 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $547,423 | 286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $608,350 | 283 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $540,914 | 283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $443,413 | 222 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $415,053 | 222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,223 | 222 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $349,793 | 223 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $348,220 | 221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $334,725 | 220 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,278 | 215 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $326,892 | 222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $305,682 | 221 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $341,068 | 267 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||