Position in MKL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$660,117
+$91,639 QoQ
Shares Held
338
+13.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#526
of 924 holders
Holding Since
Sep 2020
22 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,463,600 across 10 Insurance - Property & Casualty names. MKL ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
22,019 | $5,239,200 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,974 | $4,363,320 | |
| 3 | L |
Loews Corp
|
18,885 | $2,137,970 | |
| 4 | TRV |
Travelers Companies, Inc.
|
5,597 | $1,847,681 | |
| 5 | CB |
Chubb Ltd
|
5,408 | $1,842,721 | |
| 6 | WRB |
Berkley W R Corp
|
15,566 | $1,097,869 | |
| 7 | MKL |
Markel Group Inc.
This page
|
338 | $660,117 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
294 | $609,576 |
All Filings in MKL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,117 | 338 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $568,478 | 297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $573,956 | 267 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $466,371 | 244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $135,820 | 68 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $577,237 | 368 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $594,023 | 377 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $573,597 | 377 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $552,341 | 389 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $577,216 | 392 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $832,674 | 602 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,016,818 | 796 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,529,605 | 1,161 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,265,284 | 1,167 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,507,929 | 1,166 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,149,424 | 1,457 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,022,526 | 1,639 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,974,354 | 1,652 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,070,808 | 1,745 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,042,199 | 1,792 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $793,574 | 768 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,031,148 | 1,059 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||