Position in MKL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,435,403
-$50,973 QoQ
Shares Held
1,247
-4.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#338
of 924 holders
Holding Since
Sep 2024
8 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, 2026Values Added Financial LLC holds $2,650,311 across 2 Insurance - Property & Casualty names. MKL ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
1,247 | $2,435,403 | |
| 2 | TRV |
Travelers Companies, Inc.
|
651 | $214,908 |
All Filings in MKL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,435,403 | 1,247 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,486,376 | 1,299 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,910,625 | 1,354 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,899,533 | 1,517 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,020,008 | 1,512 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,824,980 | 1,511 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,836,708 | 1,064 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $945,853 | 603 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||