Position in MKL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$208,972
-$39,857 QoQ
Shares Held
107
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#749
of 924 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,964,925 across 9 Insurance - Property & Casualty names. MKL ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
11,402 | $3,885,117 | |
| 2 | ALL |
Allstate Corp
|
7,841 | $1,865,687 | |
| 3 | PGR |
Progressive Corp/Oh/
|
6,536 | $1,427,789 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,790 | $1,251,154 | |
| 5 | WRB |
Berkley W R Corp
|
7,042 | $496,672 | |
| 6 | ORI |
Old Republic International Corp
|
8,086 | $330,879 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,586 | $293,632 | |
| 8 | MKL |
Markel Group Inc.
This page
|
107 | $208,972 |
All Filings in MKL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,972 | 107 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $248,829 | 130 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $264,406 | 123 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $265,679 | 139 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $277,633 | 139 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $280,441 | 150 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $233,041 | 135 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||