Position in MKL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$302,716
+$11,778 QoQ
Shares Held
155
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#662
of 924 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JGP Wealth Management, LLC holds $779,848 across 3 Insurance - Property & Casualty names. MKL ranks #1 (38.8% of the industry book) .
All Filings in MKL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,716 | 155 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $290,938 | 152 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $326,746 | 152 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $290,526 | 152 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $321,574 | 161 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $301,007 | 161 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||