AXXCESS WEALTH MANAGEMENT, LLC

Position in MKL — Markel Group Inc.

CIK 1911056 CARLSBAD, CA

Position in MKL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,658,105

-$199,192 QoQ

Shares Held

849

-1.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#382

of 924 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. MKL ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	16,822	$4,002,626
2	MKL	Markel Group Inc. This page	849	$1,658,105
3	CB	Chubb Ltd	4,528	$1,542,870
4	CINF	Cincinnati Financial Corp	3,533	$654,099
5	TRV	Travelers Companies, Inc.	1,586	$523,570
6	PGR	Progressive Corp/Oh/	2,300	$502,435
7	WRB	Berkley W R Corp	3,464	$244,315

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,658,105	849	-1.7%	Shares	Sole	2026-07-28
2025-12-31	$1,857,297	864	-1.0%	Shares	Sole	2026-02-19
2025-09-30	$1,668,617	873	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$1,739,700	871	-0.8%	Shares	Sole	2025-07-28
2025-03-31	$1,641,517	878	+0.7%	Shares	Sole	2025-04-30
2024-12-31	$1,505,272	872	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$1,381,918	881	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$1,392,883	884	-0.2%	Shares	Sole	2024-08-09
2024-03-31	$1,348,031	886	+52.8%	Shares	Sole	2024-05-14
2023-12-31	$823,542	580	-3.3%	Shares	Sole	2024-02-06
2023-09-30	$883,494	600	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$824,375	596	+72.3%	Shares	Sole	2023-08-08
2023-03-31	$441,983	346	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$454,534	345	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.