Position in MKL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$607,386
+$170,979 QoQ
Shares Held
311
+36.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#530
of 912 holders
Holding Since
Sep 2021
18 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, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. MKL ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
This page
|
311 | $607,386 |
All Filings in MKL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,386 | 311 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $436,407 | 228 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $277,304 | 129 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $347,747 | 186 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $452,272 | 262 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $448,613 | 286 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $504,211 | 320 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $599,463 | 394 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $545,241 | 384 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $599,303 | 407 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $560,187 | 405 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $533,957 | 418 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $392,612 | 298 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $328,518 | 303 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $373,749 | 289 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $427,819 | 290 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $356,626 | 289 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $315,514 | 264 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||