PYA Waltman Capital, LLC

Position in MKL — Markel Group Inc.

CIK 1800135 KNOXVILLE, TN

Position in MKL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,039,658

+$1,223,090 QoQ

Shares Held

11,797

+3.5% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

6.39%

of 13F equity value

Holder Rank

#108

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $30,144,433 across 3 Insurance - Property & Casualty names. MKL ranks #1 (76.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc. This page	11,797	$23,039,658
2	ALL	Allstate Corp	19,318	$4,596,524
3	TRV	Travelers Companies, Inc.	7,598	$2,508,251

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,039,658	11,797	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$21,816,568	11,398	+2.2%	Shares	Sole	2026-05-13
2025-12-31	$23,977,194	11,154	-2.0%	Shares	Sole	2026-02-13
2025-09-30	$21,743,631	11,376	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$22,112,772	11,071	+2.8%	Shares	Sole	2025-08-14
2025-03-31	$20,143,178	10,774	-0.6%	Shares	Sole	2025-05-01
2024-12-31	$18,710,606	10,839	-0.4%	Shares	Sole	2025-02-03
2024-09-30	$17,064,581	10,879	+4.0%	Shares	Sole	2024-11-15
2024-06-30	$16,479,827	10,459	-0.6%	Shares	Sole	2024-08-12
2024-03-31	$16,010,534	10,523	+1.8%	Shares	Sole	2024-05-13
2023-12-31	$14,678,926	10,338	-0.8%	Shares	Sole	2024-02-05
2023-09-30	$15,350,708	10,425	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$14,307,614	10,344	-1.3%	Shares	Sole	2023-08-15
2023-03-31	$13,385,979	10,479	-3.2%	Shares	Sole	2023-05-09
2022-12-31	$14,268,416	10,830	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$11,952,441	11,024	+8.8%	Shares	Sole	2022-11-04
2022-06-30	$13,104,502	10,133	+0.8%	Shares	Sole	2022-08-12
2022-03-31	$14,836,488	10,057	+7.2%	Shares	Sole	2022-05-09
2021-12-31	$11,581,090	9,385	+0.6%	Shares	Sole	2022-02-07
2021-09-30	$11,148,172	9,328	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$10,969,947	9,244	+3.2%	Shares	Sole	2021-08-10
2021-03-31	$10,209,855	8,959	+8.8%	Shares	Sole	2021-05-10
2020-12-31	$8,506,125	8,232	+6.1%	Shares	Sole	2021-02-03
2020-09-30	$7,552,017	7,756	+3.4%	Shares	Sole	2020-11-04
2020-06-30	$6,927,467	7,504	+8.0%	Shares	Sole	2020-11-04
2020-03-31	$6,447,907	6,949	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.