Position in MKL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$316,387
+$31,191 QoQ
Shares Held
162
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#650
of 924 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $1,551,087 across 4 Insurance - Property & Casualty names. MKL ranks #3 (20.4% of the industry book) .
All Filings in MKL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,387 | 162 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $285,196 | 149 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $320,297 | 149 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $292,438 | 153 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $305,596 | 153 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,615 | 141 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $239,945 | 139 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $218,032 | 139 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $217,441 | 138 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $214,528 | 141 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $200,205 | 141 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $203,203 | 138 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||