Position in MKL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$62,496
-$1,825,660 QoQ
Shares Held
32
-97.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#807
of 924 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $11,910,439 across 7 Insurance - Property & Casualty names. MKL ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
48,892 | $11,633,362 | |
| 2 | CINF |
Cincinnati Financial Corp
|
482 | $89,237 | |
| 3 | PGR |
Progressive Corp/Oh/
|
307 | $67,064 | |
| 4 | MKL |
Markel Group Inc.
This page
|
32 | $62,496 | |
| 5 | TRV |
Travelers Companies, Inc.
|
111 | $36,643 | |
| 6 | WRB |
Berkley W R Corp
|
215 | $15,163 | |
| 7 | CB |
Chubb Ltd
|
19 | $6,474 |
All Filings in MKL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,496 | 32 | Shares | Sole | 2026-07-30 | |
| 2024-03-31 | $1,888,156 | 1,241 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||