GUARDIAN WEALTH ADVISORS, LLC / NC

Position in MKL — Markel Group Inc.

CIK 1901403 RALEIGH, NC

Position in MKL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$589,809

+$71,097 QoQ

Shares Held

302

+11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#543

of 924 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,250,709 across 5 Insurance - Property & Casualty names. MKL ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	14,148	$3,090,630
2	TRV	Travelers Companies, Inc.	2,621	$865,244
3	MKL	Markel Group Inc. This page	302	$589,809
4	CB	Chubb Ltd	1,125	$383,332
5	ALL	Allstate Corp	1,352	$321,694

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,809	302	+11.4%	Shares	Sole	2026-08-14
2026-03-31	$518,712	271	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$558,908	260	0.0%	Shares	Sole	2026-02-17
2025-09-30	$496,953	260	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$575,239	288	0.0%	Shares	Sole	2025-08-14
2025-03-31	$538,447	288	0.0%	Shares	Sole	2025-05-15
2024-12-31	$497,154	288	+108.7%	Shares	Sole	2025-02-14
2024-09-30	$216,464	138	0.0%	Shares	Sole	2024-11-14
2024-06-30	$217,441	138	0.0%	Shares	Sole	2024-08-14
2024-03-31	$209,964	138	0.0%	Shares	Sole	2024-05-15
2023-09-30	$203,203	138	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.