Position in MKL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$271,599,239
+$9,400,377 QoQ
Shares Held
139,067
+1.5% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#15
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 20%
None 6%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. MKL ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,555,980 | $1,173,900,116 | |
| 2 | CB |
Chubb Ltd
|
2,194,103 | $747,618,654 | |
| 3 | ALL |
Allstate Corp
|
3,071,488 | $730,829,851 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,445,102 | $534,132,530 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
158,954 | $329,573,617 | |
| 6 | AIZ |
Assurant, Inc.
|
1,199,305 | $322,049,369 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,615,302 | $299,057,009 | |
| 8 | ORI |
Old Republic International Corp
|
6,994,582 | $286,218,293 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,599,239 | 139,067 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $262,198,862 | 136,985 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $280,651,839 | 130,557 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $247,817,379 | 129,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $246,905,652 | 123,616 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $222,205,017 | 118,851 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $201,388,894 | 116,664 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $179,898,869 | 114,689 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $178,925,645 | 113,556 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $164,694,121 | 108,246 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $142,471,345 | 100,339 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $137,882,489 | 93,639 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $127,923,410 | 92,485 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,947,736 | 89,985 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $113,430,616 | 86,096 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $91,212,174 | 84,127 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $102,783,629 | 79,477 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $115,406,549 | 78,229 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $95,168,548 | 77,122 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $92,492,305 | 77,391 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $90,559,026 | 76,311 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $84,517,638 | 74,163 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $74,942,149 | 72,527 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $67,301,170 | 69,119 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $62,537,382 | 67,742 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $58,400,468 | 62,939 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||