Position in MKL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,191,336
+$12,269 QoQ
Shares Held
610
-1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#433
of 924 holders
Holding Since
Mar 2020
26 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, 2026Parisi Gray Wealth Management holds $1,761,414 across 3 Insurance - Property & Casualty names. MKL ranks #1 (67.6% of the industry book) .
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,336 | 610 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,179,067 | 616 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,315,585 | 612 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,183,131 | 619 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,226,379 | 614 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,164,767 | 623 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,037,464 | 601 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $923,893 | 589 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $901,277 | 572 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $826,163 | 543 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $768,165 | 541 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $783,364 | 532 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $705,421 | 510 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $651,479 | 510 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $649,522 | 493 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $532,352 | 491 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $634,985 | 491 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $724,342 | 491 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $598,490 | 485 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $564,101 | 472 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $556,566 | 469 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $528,783 | 464 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $470,151 | 455 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $406,032 | 417 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $355,420 | 385 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $876,856 | 945 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||