Position in MKL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$550,748
+$10,981 QoQ
Shares Held
282
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#548
of 924 holders
Holding Since
Sep 2025
4 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, 2026Maridea Wealth Management LLC holds $2,671,033 across 4 Insurance - Property & Casualty names. MKL ranks #2 (20.6% of the industry book) .
All Filings in MKL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,748 | 282 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $539,767 | 282 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $612,650 | 285 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $483,574 | 253 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||