BAKER TILLY WEALTH MANAGEMENT, LLC

Position in MKL — Markel Group Inc.

CIK 1840565 MADISON, WI

Position in MKL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$378,883

-$24,985 QoQ

Shares Held

194

-8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#617

of 924 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,752,094 across 4 Insurance - Property & Casualty names. MKL ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,620	$864,914
2	MKL	Markel Group Inc. This page	194	$378,883
3	ALL	Allstate Corp	1,151	$273,868
4	CB	Chubb Ltd	688	$234,429

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,883	194	-8.1%	Shares	Sole	2026-07-17
2026-03-31	$403,868	211	-9.4%	Shares	Sole	2026-04-10
2025-12-31	$500,868	233	-9.3%	Shares	Sole	2026-01-08
2025-09-30	$491,219	257	+0.4%	Shares	Sole	2025-10-09
2025-06-30	$511,324	256	-4.1%	Shares	Sole	2025-07-10
2025-03-31	$499,185	267	+1.1%	Shares	Sole	2025-04-09
2024-12-31	$455,724	264	+7.3%	Shares	Sole	2025-01-10
2024-09-30	$385,870	246	+24.2%	Shares	Sole	2024-10-24
2024-06-30	$311,980	198	+5.3%	Shares	Sole	2024-07-18
2024-03-31	$286,038	188	+1.1%	Shares	Sole	2024-05-09
2023-12-31	$264,101	186	-24.4%	Shares	Sole	2024-01-10
2023-09-30	$362,232	246	-76.3%	Shares	Sole	2023-10-10
2023-06-30	$1,438,507	1,040	+0.7%	Shares	Sole	2023-07-20
2023-03-31	$1,319,564	1,033	-21.9%	Shares	Sole	2023-04-12
2022-12-31	$1,743,039	1,323	+40.6%	Shares	Sole	2023-01-26
2022-09-30	$1,020,251	941	+34.4%	Shares	Sole	2022-10-20
2022-06-30	$905,275	700	+2.8%	Shares	Sole	2022-07-28
2022-03-31	$1,004,638	681	+45.2%	Shares	Sole	2022-04-27
2021-12-31	$578,746	469	+33.6%	Shares	Sole	2022-02-08
2021-09-30	$419,490	351	+19.0%	Shares	Sole	2021-11-02
2021-06-30	$350,079	295	+2.1%	Shares	Sole	2021-07-30
2021-03-31	$329,350	289	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.