ATTICUS WEALTH MANAGEMENT, LLC

Position in MKL — Markel Group Inc.

CIK 1800234 Palm Beach Gardens, FL

Position in MKL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$261,703

+$7,132 QoQ

Shares Held

134

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#699

of 925 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ATTICUS WEALTH MANAGEMENT, LLC holds $2,518,668 across 6 Insurance - Property & Casualty names. MKL ranks #6 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	17,452	$714,135
2	TRV	Travelers Companies, Inc.	1,391	$459,196
3	WRB	Berkley W R Corp	5,933	$418,454
4	ALL	Allstate Corp	1,670	$397,359
5	CB	Chubb Ltd	786	$267,821
6	MKL	Markel Group Inc. This page	134	$261,703

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,703	134	+0.8%	Shares	Sole	2026-07-15
2026-03-31	$254,571	133	+3.1%	Shares	Sole	2026-04-28
2025-12-31	$277,304	129	0.0%	Shares	Sole	2026-02-09
2025-09-30	$246,565	129	+87.0%	Shares	Sole	2025-11-07
2025-06-30	$137,817	69	-77.0%	Shares	Sole	2025-07-10
2022-12-31	$395,247	300	0.0%	Shares	Sole	2023-01-31
2022-09-30	$325,266	300	0.0%	Shares	Sole	2022-10-18
2022-06-30	$387,975	300	0.0%	Shares	Sole	2022-07-13
2022-03-31	$442,572	300	—	Shares	Sole	2022-04-15
No filing history on record for this holder in this stock.