Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,650
+$1,947 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#793
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, 2026Prestige Wealth Management Group LLC holds $1,057,519 across 13 Insurance - Property & Casualty names. MKL ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,743 | $593,909 | |
| 2 | TRV |
Travelers Companies, Inc.
|
489 | $161,427 | |
| 3 | MKL |
Markel Group Inc.
This page
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
382 | $83,447 | |
| 5 | ALL |
Allstate Corp
|
263 | $62,577 | |
| 6 | CINF |
Cincinnati Financial Corp
|
83 | $15,366 | |
| 7 | WRB |
Berkley W R Corp
|
214 | $15,093 | |
| 8 | ORI |
Old Republic International Corp
|
183 | $7,488 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,650 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $95,703 | 50 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $107,482 | 50 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $95,568 | 50 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $99,868 | 50 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $93,480 | 50 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $86,311 | 50 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $78,429 | 50 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $78,783 | 50 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $77,595 | 51 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $72,414 | 51 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $73,624 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $69,159 | 50 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $63,870 | 50 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $65,874 | 50 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $54,211 | 50 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $64,662 | 50 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $73,762 | 50 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $61,700 | 50 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $59,756 | 50 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $59,335 | 50 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $61,539 | 54 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $55,798 | 54 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $64,264 | 66 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $60,929 | 66 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $56,601 | 61 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||