Lodestone Wealth Management LLC

Position in MKL — Markel Group Inc.

CIK 1950158 SPOKANE, WA

Position in MKL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$308,575

+$19,551 QoQ

Shares Held

158

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#656

of 924 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $847,923 across 8 Insurance - Property & Casualty names. MKL ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,785	$424,722
2	MKL	Markel Group Inc. This page	158	$308,575
3	CB	Chubb Ltd	156	$53,155
4	CINF	Cincinnati Financial Corp	152	$28,141
5	AIZ	Assurant, Inc.	42	$11,278
6	TRV	Travelers Companies, Inc.	28	$9,243
7	AFG	American Financial Group Inc	65	$9,096
8	PGR	Progressive Corp/Oh/	17	$3,713

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,575	158	+4.6%	Shares	Sole	2026-07-24
2026-03-31	$289,024	151	+6.3%	Shares	Sole	2026-05-01
2025-12-31	$305,250	142	0.0%	Shares	Sole	2026-01-15
2025-09-30	$271,413	142	-1.4%	Shares	Sole	2025-10-24
2025-06-30	$287,619	144	-4.6%	Shares	Sole	2025-08-12
2025-03-31	$282,311	151	-5.6%	Shares	Sole	2025-04-28
2024-12-31	$276,196	160	-0.6%	Shares	Sole	2025-01-30
2024-09-30	$252,541	161	-40.1%	Shares	Sole	2024-10-29
2024-06-30	$423,852	269	-1.5%	Shares	Sole	2024-07-16
2024-03-31	$415,364	273	-3.9%	Shares	Sole	2024-04-30
2023-12-31	$403,251	284	+0.7%	Shares	Sole	2024-01-25
2023-09-30	$415,242	282	+4.8%	Shares	Sole	2023-10-20
2023-06-30	$372,075	269	-0.4%	Shares	Sole	2023-07-25
2023-03-31	$344,900	270	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.