Annis Gardner Whiting Capital Advisors, LLC

Position in MKL — Markel Group Inc.

CIK 1998414 TAMPA, FL

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Position in MKL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,347,576

-$49,695 QoQ

Shares Held

690

-5.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#401

of 912 holders

Holding Since

Sep 2023

12 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, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $10,640,298 across 7 Insurance - Property & Casualty names. MKL ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRTG	Heritage Insurance Holdings, Inc.	142,979	$3,728,892
2	PGR	Progressive Corp/Oh/	13,772	$3,008,493
3	ALL	Allstate Corp	6,303	$1,499,735
4	MKL	Markel Group Inc. This page	690	$1,347,576
5	WTM	White Mountains Insurance Group Ltd	228	$472,732
6	CB	Chubb Ltd	859	$292,695
7	TRV	Travelers Companies, Inc.	879	$290,175

All Filings in MKL

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,347,576	690	-5.5%	Shares	Sole	2026-08-10
2026-03-31	$1,397,271	730	-3.7%	Shares	Sole	2026-05-06
2025-12-31	$1,629,434	758	-5.1%	Shares	Sole	2026-02-09
2025-09-30	$1,527,176	799	+11.0%	Shares	Sole	2025-11-03
2025-06-30	$1,438,099	720	+5.4%	Shares	Sole	2025-08-11
2025-03-31	$1,276,943	683	-60.0%	Shares	Sole	2025-05-09
2024-12-31	$2,946,674	1,707	+134.5%	Shares	Sole	2025-02-12
2024-09-30	$1,141,926	728	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$1,164,412	739	-1.5%	Shares	Sole	2024-08-12
2024-03-31	$1,141,110	750	-5.5%	Shares	Sole	2024-05-13
2023-12-31	$1,127,400	794	-3.2%	Shares	Sole	2024-02-09
2023-09-30	$1,207,441	820	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.