Position in MKL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$429,662
+$8,567 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#595
of 924 holders
Holding Since
Sep 2023
11 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, 2026Legacy Capital Wealth Partners, LLC holds $2,206,210 across 4 Insurance - Property & Casualty names. MKL ranks #3 (19.5% of the industry book) .
All Filings in MKL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,662 | 220 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $421,095 | 220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,623 | 218 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $439,612 | 230 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $459,392 | 230 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $422,531 | 226 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $388,401 | 225 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $345,087 | 220 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $305,678 | 194 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $221,504 | 156 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $206,148 | 140 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||