Position in MKL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$339,823
+$16,346 QoQ
Shares Held
174
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#643
of 924 holders
Holding Since
Sep 2025
4 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, 2026Aaron Wealth Advisors LLC holds $6,998,587 across 7 Insurance - Property & Casualty names. MKL ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,763 | $2,132,727 | |
| 2 | CB |
Chubb Ltd
|
5,915 | $2,015,477 | |
| 3 | L |
Loews Corp
|
8,553 | $968,285 | |
| 4 | ALL |
Allstate Corp
|
3,640 | $866,101 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,273 | $420,242 | |
| 6 | MKL |
Markel Group Inc.
This page
|
174 | $339,823 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
776 | $255,932 |
All Filings in MKL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,823 | 174 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $323,477 | 169 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $384,787 | 179 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $210,249 | 110 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||