Position in MKL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,808,310
+$3,897,213 QoQ
Shares Held
2,462
+417.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#249
of 926 holders
Holding Since
Sep 2022
13 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $62,048,710 across 14 Insurance - Property & Casualty names. MKL ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
574,168 | $23,494,954 | |
| 2 | TRV |
Travelers Companies, Inc.
|
40,794 | $13,466,915 | |
| 3 | MCY |
Mercury General Corp
|
53,377 | $5,691,055 | |
| 4 | MKL |
Markel Group Inc.
This page
|
2,462 | $4,808,310 | |
| 5 | ALL |
Allstate Corp
|
17,220 | $4,097,326 | |
| 6 | CB |
Chubb Ltd
|
10,191 | $3,472,481 | |
| 7 | PGR |
Progressive Corp/Oh/
|
10,253 | $2,239,767 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
5,383 | $1,152,607 |
All Filings in MKL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,808,310 | 2,462 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $911,097 | 476 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $722,282 | 336 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $646,039 | 338 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $675,107 | 338 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $630,058 | 337 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $581,739 | 337 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $545,865 | 348 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $562,510 | 357 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $600,984 | 395 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $539,562 | 380 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $343,090 | 233 | Shares | Sole | 2023-10-13 | |
| 2022-09-30 | $237,444 | 219 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||