Position in MKL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$441,380
+$3,058 QoQ
Shares Held
226
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#592
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, 2026Roehl & Yi Investment Advisors, LLC holds $1,654,443 across 3 Insurance - Property & Casualty names. MKL ranks #2 (26.7% of the industry book) .
All Filings in MKL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,380 | 226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $438,322 | 229 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $563,208 | 262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $502,687 | 263 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $635,160 | 318 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $594,535 | 318 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $550,667 | 319 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||