Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$149,879,846
+$5,736,985 QoQ
Shares Held
76,743
+1.9% QoQ
Ownership
0.619%
of shares outstanding
% of Portfolio
7.88%
of 13F equity value
Holder Rank
#32
of 925 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Derivatives in MKL
reported options exposure · as of Dec 31, 2024CallValue
$119,109,870
CallShares
69,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JANA Partners Management, LP holds $149,879,846 across 1 Insurance - Property & Casualty name. MKL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
76,743 | $149,879,846 |
All Filings in MKL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,879,846 | 76,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $144,142,861 | 75,307 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,592,415 | 81,219 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $281,755,488 | 147,411 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $302,464,219 | 151,432 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $291,700,291 | 156,022 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $119,109,870 | 69,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $188,031,328 | 108,926 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||