Position in MKL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,302,657
+$98,708 QoQ
Shares Held
667
+6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#419
of 924 holders
Holding Since
Dec 2020
19 quarters on record
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $72,540,059 across 17 Insurance - Property & Casualty names. MKL ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
58,837 | $19,423,270 | |
| 2 | CINF |
Cincinnati Financial Corp
|
102,291 | $18,938,155 | |
| 3 | CB |
Chubb Ltd
|
38,470 | $13,108,267 | |
| 4 | ALL |
Allstate Corp
|
33,550 | $7,982,887 | |
| 5 | WRB |
Berkley W R Corp
|
63,404 | $4,471,884 | |
| 6 | PGR |
Progressive Corp/Oh/
|
16,449 | $3,593,284 | |
| 7 | MKL |
Markel Group Inc.
This page
|
667 | $1,302,657 | |
| 8 | ORI |
Old Republic International Corp
|
21,479 | $878,920 |
All Filings in MKL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,657 | 667 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,203,949 | 629 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,268,293 | 590 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $913,630 | 478 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,000,677 | 501 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $815,149 | 436 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $819,959 | 475 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $897,227 | 572 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $981,636 | 623 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $972,225 | 639 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $878,918 | 619 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $911,471 | 619 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $847,889 | 613 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $857,142 | 671 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,654,767 | 1,256 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,048,825 | 811 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $1,381,330 | 1,164 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,429,083 | 1,254 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $884,504 | 856 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||