Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$277,327
+$5,530 QoQ
Shares Held
142
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#682
of 924 holders
Holding Since
Mar 2025
6 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, 2026Wills Financial Group LLC holds $485,302 across 2 Insurance - Property & Casualty names. MKL ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
This page
|
142 | $277,327 | |
| 2 | TRV |
Travelers Companies, Inc.
|
630 | $207,975 |
All Filings in MKL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,327 | 142 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,797 | 142 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $305,250 | 142 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $271,413 | 142 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $283,625 | 142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $265,484 | 142 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||