Position in MKL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,329,999
+$16,948 QoQ
Shares Held
681
-0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
of 924 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $12,000,348 across 9 Insurance - Property & Casualty names. MKL ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,860 | $2,594,743 | |
| 2 | ALL |
Allstate Corp
|
9,450 | $2,248,533 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,192 | $2,226,442 | |
| 4 | WRB |
Berkley W R Corp
|
21,969 | $1,549,473 | |
| 5 | MKL |
Markel Group Inc.
This page
|
681 | $1,329,999 | |
| 6 | CB |
Chubb Ltd
|
3,170 | $1,080,145 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
1,230 | $405,666 | |
| 8 | AIZ |
Assurant, Inc.
|
1,387 | $372,451 |
All Filings in MKL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,999 | 681 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,313,051 | 686 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,175,858 | 547 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,471,747 | 770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,488,033 | 745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,213,376 | 649 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $968,415 | 561 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $668,215 | 426 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $592,448 | 376 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||