Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$128,698,196
-$1,351,328 QoQ
Shares Held
1,394,800
+0.8% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#126
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Markel Group Inc. holds $649,871,115 across 3 Capital Markets names. SCHW ranks #3 (19.8% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,698,196 | 1,394,800 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $130,049,524 | 1,383,800 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $137,456,178 | 1,375,800 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $130,297,456 | 1,364,800 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $124,524,352 | 1,364,800 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $106,836,544 | 1,364,800 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $100,934,838 | 1,363,800 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $87,545,348 | 1,350,800 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $100,716,986 | 1,366,766 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $97,931,432 | 1,353,766 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $91,831,900 | 1,334,766 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $70,094,453 | 1,276,766 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $70,638,356 | 1,246,266 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $61,110,279 | 1,166,672 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $94,525,078 | 1,135,300 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $80,228,481 | 1,116,300 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $69,706,494 | 1,103,300 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $92,344,743 | 1,095,300 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $92,114,730 | 1,095,300 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $79,781,652 | 1,095,300 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $79,748,793 | 1,095,300 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $71,391,654 | 1,095,300 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $58,094,712 | 1,095,300 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $39,682,719 | 1,095,300 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $36,955,422 | 1,095,300 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $36,823,986 | 1,095,300 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||