Position in MKL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,986,152
-$57,219 QoQ
Shares Held
1,529
-3.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#56
of 294 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. MKL ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
45,887 | $15,635,536 | |
| 2 | ALL |
Allstate Corp
|
41,971 | $9,986,579 | |
| 3 | TRV |
Travelers Companies, Inc.
|
23,018 | $7,598,702 | |
| 4 | PGR |
Progressive Corp/Oh/
|
34,666 | $7,572,787 | |
| 5 | MKL |
Markel Group Inc.
This page
|
1,529 | $2,986,152 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
143,437 | $2,778,374 | |
| 7 | ROOT |
Root, Inc.
|
47,396 | $2,650,384 | |
| 8 | CNA |
Cna Financial Corp
|
39,507 | $1,920,435 |
All Filings in MKL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,986,152 | 1,529 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,043,371 | 1,590 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,658,704 | 1,702 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,308,564 | 1,731 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,361,556 | 1,683 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,292,383 | 1,761 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,085,798 | 629 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $928,599 | 592 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $920,185 | 584 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $777,476 | 511 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $210,145 | 148 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $240,015 | 163 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $222,691 | 161 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $226,318 | 175 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $206,533 | 140 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $236,928 | 192 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||