CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in MKL — Markel Group Inc.
CIK 1766904
RICHMOND, VA
Position in MKL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$193,347
-$11,457 QoQ
Shares Held
99
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#762
of 924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,921,021 across 7 Insurance - Property & Casualty names. MKL ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,792 | $610,601 | |
| 2 | ALL |
Allstate Corp
|
1,482 | $352,621 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,021 | $337,048 | |
| 4 | PGR |
Progressive Corp/Oh/
|
951 | $207,742 | |
| 5 | MKL |
Markel Group Inc.
This page
|
99 | $193,347 | |
| 6 | WRB |
Berkley W R Corp
|
2,137 | $150,718 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
322 | $68,944 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,347 | 99 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $204,804 | 107 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $204,215 | 95 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $55,429 | 29 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $43,941 | 22 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $31,782 | 17 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $10,357 | 6 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $622,726 | 397 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $627,112 | 398 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $616,199 | 405 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $583,578 | 411 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $627,280 | 426 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $589,234 | 426 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $544,176 | 426 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $561,250 | 426 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $493,320 | 455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $588,428 | 455 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $640,254 | 434 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $535,556 | 434 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $518,686 | 434 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $513,845 | 433 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $488,896 | 429 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,006,434 | 974 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $389,480 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $369,268 | 400 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $371,156 | 400 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||