Position in MKL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$250,740
-$30,861 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 28%
None 72%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,930,844 across 8 Insurance - Property & Casualty names. MKL ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,475 | $1,458,533 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,390 | $1,266,750 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,655 | $774,407 | |
| 4 | ALL |
Allstate Corp
|
2,154 | $446,609 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
1,792 | $310,640 | |
| 6 | MKL |
Markel Group Inc.
This page
|
131 | $250,740 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,854 | $221,552 | |
| 8 | ORI |
Old Republic International Corp
|
5,053 | $201,613 |
All Filings in MKL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,740 | 131 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $281,601 | 131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $248,473 | 130 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $375,500 | 188 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||