Position in MKL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$238,267
+$232,569 QoQ
Shares Held
122
+2340.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#717
of 924 holders
Holding Since
Mar 2020
6 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, 2026Valeo Financial Advisors, LLC holds $5,853,141 across 7 Insurance - Property & Casualty names. MKL ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
4,295 | $1,417,865 | |
| 2 | CB |
Chubb Ltd
|
3,651 | $1,244,041 | |
| 3 | CINF |
Cincinnati Financial Corp
|
5,941 | $1,099,916 | |
| 4 | ALL |
Allstate Corp
|
4,486 | $1,067,398 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,378 | $519,474 | |
| 6 | WRB |
Berkley W R Corp
|
3,774 | $266,180 | |
| 7 | MKL |
Markel Group Inc.
This page
|
122 | $238,267 |
All Filings in MKL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,267 | 122 | Shares | Sole | 2026-07-08 | |
| 2021-03-31 | $5,698 | 5 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $5,166 | 5 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,868 | 5 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $19,386 | 21 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $16,702 | 18 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||