Concurrent Investment Advisors, LLC

Position in MKL — Markel Group Inc.

CIK 2001015 Tampa, FL

Position in MKL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,115,167

+$50,945 QoQ

Shares Held

571

+2.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#440

of 924 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $42,908,894 across 17 Insurance - Property & Casualty names. MKL ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	72,571	$24,727,842
2	ALL	Allstate Corp	21,821	$5,192,087
3	TRV	Travelers Companies, Inc.	7,889	$2,604,315
4	PGR	Progressive Corp/Oh/	9,740	$2,127,702
5	PRCH	Porch Group, Inc.	116,674	$1,754,776
6	WRB	Berkley W R Corp	19,709	$1,390,075
7	MKL	Markel Group Inc. This page	571	$1,115,167
8	CINF	Cincinnati Financial Corp	3,118	$577,265

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,167	571	+2.7%	Shares	Sole	2026-07-27
2026-03-31	$1,064,222	556	+5.5%	Shares	Sole	2026-04-21
2025-12-31	$1,132,865	527	+10.5%	Shares	Sole	2026-01-29
2025-09-30	$911,718	477	+3.5%	Shares	Sole	2025-10-27
2025-06-30	$920,782	461	+17.0%	Shares	Sole	2025-07-25
2025-03-31	$736,626	394	-16.0%	Shares	Sole	2025-04-29
2024-12-31	$809,601	469	+1.5%	Shares	Sole	2025-02-03
2024-09-30	$724,683	462	+3.8%	Shares	Sole	2024-10-30
2024-06-30	$701,168	445	-46.7%	Shares	Sole	2024-07-30
2024-03-31	$1,270,435	835	+89.8%	Shares	Sole	2024-05-07
2023-12-31	$624,756	440	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.