Position in MKL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,337,223
-$466,846 QoQ
Shares Held
5,805
-5.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#158
of 924 holders
Holding Since
Mar 2020
26 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, 2026Live Oak Private Wealth LLC holds $11,761,757 across 2 Insurance - Property & Casualty names. MKL ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
5,805 | $11,337,223 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,286 | $424,534 |
All Filings in MKL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,337,223 | 5,805 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,804,069 | 6,167 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,383,720 | 6,226 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,976,581 | 6,266 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,441,555 | 6,229 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,683,192 | 6,249 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,799,294 | 6,256 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,856,956 | 6,284 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,787,999 | 6,212 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,465,127 | 6,221 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,830,358 | 6,219 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,846,719 | 6,008 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,227,155 | 5,948 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,598,034 | 5,948 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,673,061 | 5,824 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,254,865 | 5,769 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,617,220 | 2,797 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,758,911 | 2,548 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,480,340 | 2,010 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,170,356 | 1,816 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,886,868 | 1,590 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,594,328 | 1,399 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,226,527 | 1,187 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,064,254 | 1,093 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,069,954 | 1,159 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $972,428 | 1,048 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||