Position in MKL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,439,368
+$28,699 QoQ
Shares Held
737
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#401
of 924 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, 2026Principle Wealth Partners LLC holds $13,764,771 across 4 Insurance - Property & Casualty names. MKL ranks #3 (10.5% of the industry book) .
All Filings in MKL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,368 | 737 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,410,669 | 737 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,584,291 | 737 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,408,672 | 737 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,472,054 | 737 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,377,902 | 737 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,272,231 | 737 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,156,043 | 737 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,161,261 | 737 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,121,330 | 737 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,046,466 | 737 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,085,225 | 737 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,019,403 | 737 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $941,451 | 737 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $970,990 | 737 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $799,070 | 737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $953,125 | 737 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,087,251 | 737 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $909,458 | 737 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $880,810 | 737 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $874,605 | 737 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $839,899 | 737 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $700,577 | 678 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $660,168 | 678 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $625,909 | 678 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $629,109 | 678 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||