Position in MKL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,859
+$2,120 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#897
of 924 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,517,954 across 9 Insurance - Property & Casualty names. MKL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,667 | $1,210,550 | |
| 2 | ALL |
Allstate Corp
|
831 | $197,728 | |
| 3 | PGR |
Progressive Corp/Oh/
|
163 | $35,607 | |
| 4 | CB |
Chubb Ltd
|
102 | $34,755 | |
| 5 | AIZ |
Assurant, Inc.
|
48 | $12,889 | |
| 6 | CINF |
Cincinnati Financial Corp
|
54 | $9,997 | |
| 7 | WRB |
Berkley W R Corp
|
129 | $9,098 | |
| 8 | MKL |
Markel Group Inc.
This page
|
3 | $5,859 |
All Filings in MKL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,859 | 3 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $3,739 | 2 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,452 | 2 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,137 | 2 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,151 | 2 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,042 | 2 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,099 | 5 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||