Position in MKL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$279,280
+$5,569 QoQ
Shares Held
143
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#679
of 924 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Accretive Wealth Partners, LLC holds $4,937,588 across 3 Insurance - Property & Casualty names. MKL ranks #3 (5.7% of the industry book) .
All Filings in MKL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,280 | 143 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $273,711 | 143 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,399 | 143 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $273,324 | 143 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $285,622 | 143 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $267,354 | 143 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $246,850 | 143 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $224,306 | 143 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $225,319 | 143 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $217,571 | 143 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||