Position in MKL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,247,973
-$2,183,954 QoQ
Shares Held
639
-64.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#419
of 912 holders
Holding Since
Mar 2022
15 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, 2026Clearstead Advisors, LLC holds $47,715,990 across 41 Insurance - Property & Casualty names. MKL ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
88,432 | $19,317,970 | |
| 2 | CINF |
Cincinnati Financial Corp
|
68,410 | $12,665,427 | |
| 3 | CB |
Chubb Ltd
|
13,387 | $4,561,486 | |
| 4 | ALL |
Allstate Corp
|
14,863 | $3,536,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
9,273 | $3,061,202 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
4,921 | $1,622,995 | |
| 7 | MKL |
Markel Group Inc.
This page
|
639 | $1,247,973 | |
| 8 | AIZ |
Assurant, Inc.
|
2,199 | $590,497 |
All Filings in MKL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,973 | 639 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,431,927 | 1,793 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,991,899 | 1,857 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,534,104 | 1,849 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,914,182 | 2,961 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,264,821 | 2,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,581,927 | 2,075 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,850,109 | 1,817 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $909,155 | 577 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,037 | 25 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,497 | 25 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,812 | 25 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $34,579 | 25 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,935 | 25 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $38,356 | 26 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||