Position in MKL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,878,795
+$54,687 QoQ
Shares Held
962
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#362
of 924 holders
Holding Since
Mar 2020
26 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, 2026OPPENHEIMER & CO INC holds $22,606,082 across 13 Insurance - Property & Casualty names. MKL ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
20,339 | $6,930,310 | |
| 2 | CINF |
Cincinnati Financial Corp
|
14,129 | $2,615,843 | |
| 3 | TRV |
Travelers Companies, Inc.
|
7,781 | $2,568,663 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
7,389 | $2,436,966 | |
| 5 | MKL |
Markel Group Inc.
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|
962 | $1,878,795 | |
| 6 | ALL |
Allstate Corp
|
7,425 | $1,766,704 | |
| 7 | PGR |
Progressive Corp/Oh/
|
4,881 | $1,066,254 | |
| 8 | HGTY |
Hagerty, Inc.
|
89,417 | $1,065,850 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,878,795 | 962 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,824,108 | 953 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,297,975 | 1,069 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,047,066 | 1,071 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,129,185 | 1,066 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,903,262 | 1,018 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,600,215 | 927 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,396,036 | 890 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,213,258 | 770 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,109,158 | 729 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,037,946 | 731 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,046,940 | 711 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $998,656 | 722 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $903,128 | 707 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $931,465 | 707 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $603,910 | 557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $738,445 | 571 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $901,371 | 611 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $793,462 | 643 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $578,442 | 484 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $579,114 | 488 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $615,394 | 540 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $564,181 | 546 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $522,876 | 537 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $920,400 | 997 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $958,510 | 1,033 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||