Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$199,207
-$60,900 QoQ
Shares Held
102
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#760
of 924 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $6,931,077 across 9 Insurance - Property & Casualty names. MKL ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
14,679 | $5,001,722 | |
| 2 | ALL |
Allstate Corp
|
3,657 | $870,146 | |
| 3 | WRB |
Berkley W R Corp
|
4,598 | $324,296 | |
| 4 | PGR |
Progressive Corp/Oh/
|
1,198 | $261,703 | |
| 5 | TRV |
Travelers Companies, Inc.
|
772 | $254,852 | |
| 6 | MKL |
Markel Group Inc.
This page
|
102 | $199,207 | |
| 7 | CINF |
Cincinnati Financial Corp
|
63 | $11,663 | |
| 8 | CNA |
Cna Financial Corp
|
143 | $6,951 |
All Filings in MKL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,207 | 102 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $260,107 | 121 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $231,274 | 121 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $241,680 | 121 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $237,440 | 127 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $219,231 | 127 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $207,987 | 132 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||