Steward Partners Investment Advisory, LLC

Position in MKL — Markel Group Inc.

CIK 1723397 STAMFORD, CT

Back to MKL Full portfolio

Position in MKL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,179,323

+$328,012 QoQ

Shares Held

3,164

+3.5% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#219

of 925 holders

Holding Since

Mar 2020

26 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, 2026

Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names. MKL ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	121,587	$41,429,554
2	ALL	Allstate Corp	138,442	$32,940,889
3	PGR	Progressive Corp/Oh/	33,131	$7,237,466
4	TRV	Travelers Companies, Inc.	21,555	$7,115,736
5	MKL	Markel Group Inc. This page	3,164	$6,179,323
6	WRB	Berkley W R Corp	29,364	$2,071,042
7	KNSL	Kinsale Capital Group, Inc.	5,461	$1,801,092
8	CINF	Cincinnati Financial Corp	5,016	$928,662

All Filings in MKL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,179,323	3,164	+3.5%	Shares	Sole	2026-08-13
2026-03-31	$5,851,311	3,057	+5.2%	Shares	Sole	2026-05-08
2025-12-31	$6,246,882	2,906	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$5,483,691	2,869	+7.1%	Shares	Sole	2025-11-12
2025-06-30	$5,350,927	2,679	+19.8%	Shares	Sole	2025-08-12
2025-03-31	$4,182,317	2,237	+86.6%	Shares	Sole	2025-05-13
2024-12-31	$2,069,749	1,199	+3.4%	Shares	Sole	2025-02-06
2024-09-30	$1,819,552	1,160	+21.3%	Shares	Sole	2024-11-14
2024-06-30	$1,506,330	956	+46.4%	Shares	Sole	2024-08-08
2024-03-31	$993,526	653	+44.8%	Shares	Sole	2024-05-15
2023-12-31	$640,374	451	+50.3%	Shares	Sole	2024-02-12
2023-09-30	$441,747	300	+91.1%	Shares	Sole	2023-11-13
2023-06-30	$217,159	157	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$203,108	159	+32.5%	Shares	Sole	2023-05-15
2022-12-31	$158,098	120	-11.1%	Shares	Sole	2023-02-15
2022-09-30	$146,369	135	-5.6%	Shares	Sole	2022-11-10
2022-06-30	$184,934	143	-18.8%	Shares	Sole	2022-08-04
2022-03-31	$259,642	176	+77.8%	Shares	Sole	2022-05-02
2021-12-31	$122,166	99	+12.5%	Shares	Sole	2022-02-08
2021-09-30	$105,171	88	-24.8%	Shares	Sole	2021-11-12
2021-06-30	$138,845	117	+875.0%	Shares	Sole	2021-08-13
2021-03-31	$13,675	12	-40.0%	Shares	Sole	2021-05-14
2020-12-31	$20,666	20	+25.0%	Shares	Sole	2021-02-11
2020-09-30	$15,579	16	+45.5%	Shares	Sole	2020-10-30
2020-06-30	$10,154	11	+37.5%	Shares	Sole	2020-08-06
2020-03-31	$7,423	8	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.