Position in MKL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,436
+$468 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#841
of 924 holders
Holding Since
Mar 2020
25 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,024,558 across 11 Insurance - Property & Casualty names. MKL ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,745 | $1,616,811 | |
| 2 | TRV |
Travelers Companies, Inc.
|
735 | $242,638 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
40 | $82,935 | |
| 4 | MKL |
Markel Group Inc.
This page
|
12 | $23,436 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
241 | $23,379 | |
| 6 | STC |
Stewart Information Services Corp
|
173 | $11,421 | |
| 7 | AIZ |
Assurant, Inc.
|
29 | $7,787 | |
| 8 | PGR |
Progressive Corp/Oh/
|
34 | $7,427 |
All Filings in MKL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,436 | 12 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,968 | 12 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,795 | 12 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $23,968 | 12 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $22,435 | 12 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $20,714 | 12 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $18,822 | 12 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,483 | 13 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $19,779 | 13 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $18,458 | 13 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $17,669 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,598 | 12 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $15,328 | 12 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $15,809 | 12 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $13,010 | 12 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $15,519 | 12 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $17,702 | 12 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $14,808 | 12 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,341 | 12 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,240 | 12 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $13,675 | 12 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,399 | 12 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,684 | 12 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,078 | 12 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,413 | 22 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||