MONTAG A & ASSOCIATES INC

Position in MKL — Markel Group Inc.

CIK 829407 ATLANTA, GA

Position in MKL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,937,150

+$432,285 QoQ

Shares Held

3,040

+5.7% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#222

of 924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $14,629,658 across 9 Insurance - Property & Casualty names. MKL ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc. This page	3,040	$5,937,150
2	WRB	Berkley W R Corp	71,030	$5,009,745
3	CB	Chubb Ltd	4,725	$1,609,996
4	L	Loews Corp	9,597	$1,086,476
5	TRV	Travelers Companies, Inc.	1,896	$625,907
6	PGR	Progressive Corp/Oh/	697	$152,259
7	ALL	Allstate Corp	600	$142,764
8	CINF	Cincinnati Financial Corp	340	$62,947

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,937,150	3,040	+5.7%	Shares	Sole	2026-08-05
2026-03-31	$5,504,865	2,876	-6.5%	Shares	Sole	2026-04-29
2025-12-31	$6,612,323	3,076	-9.2%	Shares	Sole	2026-02-02
2025-09-30	$6,471,864	3,386	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$6,795,018	3,402	-2.4%	Shares	Sole	2025-08-07
2025-03-31	$6,513,721	3,484	-0.4%	Shares	Sole	2025-05-05
2024-12-31	$6,040,078	3,499	-0.9%	Shares	Sole	2025-01-30
2024-09-30	$5,535,518	3,529	-0.9%	Shares	Sole	2024-11-05
2024-06-30	$5,612,500	3,562	0.0%	Shares	Sole	2024-07-31
2024-03-31	$5,419,511	3,562	-0.8%	Shares	Sole	2024-05-07
2023-12-31	$5,100,280	3,592	-1.3%	Shares	Sole	2024-02-07
2023-09-30	$5,361,336	3,641	0.0%	Shares	Sole	2023-11-09
2023-06-30	$5,036,158	3,641	+0.6%	Shares	Sole	2023-08-09
2023-03-31	$4,625,501	3,621	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$4,779,853	3,628	+0.2%	Shares	Sole	2023-02-02
2022-09-30	$3,927,044	3,622	-2.6%	Shares	Sole	2022-11-09
2022-06-30	$4,807,010	3,717	-11.3%	Shares	Sole	2022-08-10
2022-03-31	$6,181,255	4,190	-1.0%	Shares	Sole	2022-05-02
2021-12-31	$5,221,054	4,231	-1.2%	Shares	Sole	2022-02-09
2021-09-30	$5,117,546	4,282	-2.5%	Shares	Sole	2021-11-08
2021-06-30	$5,212,030	4,392	+0.3%	Shares	Sole	2021-08-03
2021-03-31	$4,990,395	4,379	-8.3%	Shares	Sole	2021-05-14
2020-12-31	$4,934,007	4,775	+2.6%	Shares	Sole	2021-02-12
2020-09-30	$4,531,599	4,654	-15.9%	Shares	Sole	2020-11-12
2020-06-30	$5,108,822	5,534	+0.7%	Shares	Sole	2020-08-04
2020-03-31	$5,100,611	5,497	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.