Public record / Tickers / MKL

MKL — MARKEL GROUP INC.

Both disclosure regimes on one name: who in Congress filed about MKL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
47
all PTR rows naming MKL
Members · 12m
2
3 buys · 8 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every MKL row by the provable lower bound, never a point estimate.

2 members · 3 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

28 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 28 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MKL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MKL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-29 +5d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-28 +6d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-27 +7d$1K–$15K
2026-08-03April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 07-24 +10d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 47 ↗

Members active in MKL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MKL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-68−$307K to −$59.0K2
Thomas H. Kean, Jr. R–NJ-73−$80.0K to −$17.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MKL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
2 April McClain Delaney D–MD-6, Thomas H. Kean, Jr. R–NJ-7 $106K–$340K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MARKEL GROUP INC

Merged timeline of congressional filings and notable-manager moves on MKL
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-08-03April McClain Delaney CongressSale$1K–$15K
2026-07-15Thomas H. Kean, Jr. CongressSale$1K–$15K
2026-07-15Thomas H. Kean, Jr. CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+2,986 sh
2026-05-15Bridgewater Associates 13Fadd+37 sh
2026-05-14Caxton Associates 13Fnew+306 sh

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MKL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
4PRINCIPAL FINANCIAL GROUP INC$769M1
5Select Equity Group, L.P.$723M1
6MORGAN STANLEY$683M1
7STATE STREET CORP$588M1
8Boston Partners$480M1
9GEODE CAPITAL MANAGEMENT, LLC$423M1
10DAVENPORT & Co LLC$395M1
11DIMENSIONAL FUND ADVISORS LP$262M1
12BANK OF AMERICA CORP /DE/$260M1
13WELLINGTON MANAGEMENT GROUP LLP$204M1
14Bank Julius Baer & Co. Ltd, Zurich$186M1
15Madison Avenue Partners, LP$168M1
16NORTHERN TRUST CORP$164M1
17Douglass Winthrop Advisors, LLC$154M1
18Polar Capital Holdings Plc$153M1
19VANGUARD FIDUCIARY TRUST CO$149M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$149M1
21BARR E S & CO$148M1
22JANA Partners Management, LP$144M1
23Qube Research & Technologies Ltd$137M1
24JENNISON ASSOCIATES LLC$137M1
25Legal & General Group Plc$135M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$135M1
27RAYMOND JAMES FINANCIAL INC$130M1
28HighTower Advisors, LLC$120M1
29SCHARF INVESTMENTS, LLC$117M1
30WELLS FARGO & COMPANY/MN$113M1
31Epoch Investment Partners, Inc.$112M1
32UBS Group AG$101M1
33TD ASSET MANAGEMENT INC$94.0M1
34AVENIR CORP$87.7M1
35ROYAL BANK OF CANADA$81.8M1
36Quilter Plc$74.0M1
37ENVESTNET ASSET MANAGEMENT INC$72.1M1
38Swiss National Bank$70.8M1
39Bank of New York Mellon Corp$69.8M1
40JANE STREET GROUP, LLC$66.8M1
41RENAISSANCE TECHNOLOGIES LLC$66.3M1
42ANCHOR CAPITAL ADVISORS LLC$62.1M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$59.2M1
44CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$56.8M1
45HSBC HOLDINGS PLC$54.9M1
46Sather Financial Group Inc$52.7M1
47Sumitomo Mitsui Trust Group, Inc.$52.7M1
48Amundi$51.1M1
49DF DENT & CO INC$50.8M1
50DEUTSCHE BANK AG\$49.9M1
51Capco Asset Management, LLC$49.5M1
52Greenbrier Partners Capital Management, LLC$49.0M1
53Invesco Ltd.$44.3M1
54GREENLEA LANE CAPITAL MANAGEMENT, LLC$43.2M1
55COOKE & BIELER LP$41.5M1
56VANGUARD ASSET MANAGEMENT, Ltd$40.1M1
57National Pension Service$39.5M1
58COUNTRY TRUST BANK$39.4M1
59Lafayette Investments, Inc.$38.1M1
60BECK MACK & OLIVER LLC$37.5M1
61Mraz, Amerine & Associates, Inc.$36.6M1
62Lincoln Capital LLC$34.8M1
63Mitsubishi UFJ Trust & Banking Corp$34.7M1
64Nuveen, LLC$34.5M1
65PINNACLE ASSOCIATES LTD$34.4M1
66OSLO PENSJONSFORSIKRING AS$32.4M1
67FRANKLIN RESOURCES INC$31.0M1
68MILLENNIUM MANAGEMENT LLC$28.8M1
69Tidal Investments LLC$28.7M1
70RHUMBLINE ADVISERS$28.7M1
71BARCLAYS PLC$27.2M1
72Korea Investment CORP$26.8M1
73Poehling Capital Management, INC.$25.7M1
74Mitsubishi UFJ Asset Management Co., Ltd.$25.0M1
75AQR CAPITAL MANAGEMENT LLC$24.8M1
76AMERICAN CENTURY COMPANIES INC$23.7M1
77FIRST TRUST ADVISORS LP$23.2M1
78FMR LLC$22.5M1
79DANSKE BANK A/S$22.5M1
80ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22.0M1
81Janus Henderson Group Ltd.$21.8M1
82PYA Waltman Capital, LLC$21.8M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$21.6M1
84AVIVA PLC$20.0M1
85Swedbank AB$19.3M1
86STANSBERRY ASSET MANAGEMENT, LLC$18.2M1
87APG Asset Management N.V.$18.0M1
88Illinois Municipal Retirement Fund$18.0M1
89Rockbridge Asset Management LLC$18.0M1
90Smith Salley Wealth Management$17.6M1
91Gotham Asset Management, LLC$17.6M1
92SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.4M1
93LPL Financial LLC$17.2M1
94BROWN ADVISORY INC$17.1M1
95Point72 Asset Management, L.P.$16.2M1
96Focus Partners Wealth$15.8M1
97HUTCHINSON CAPITAL MANAGEMENT/CA$15.6M1
98KIRR MARBACH & CO LLC /IN/$15.5M1
99Seneca House Advisors$15.4M1
100Squarepoint Ops LLC$15.3M1
101Evelyn Partners Investment Management LLP$14.9M1
102MARTINGALE ASSET MANAGEMENT L P$14.7M1
103Universal- Beteiligungs- und Servicegesellschaft mbH$14.3M1
104BLAIR WILLIAM & CO/IL$14.0M1
105Heritage Wealth Advisors$13.9M1
106Creative Planning$13.7M1
107ExodusPoint Capital Management, LP$13.6M1
108STATE OF WISCONSIN INVESTMENT BOARD$13.6M1
109ROYAL LONDON ASSET MANAGEMENT LTD$13.5M1
110Luma Capital S.A. - SPF$13.5M1
111VICTORY CAPITAL MANAGEMENT INC$13.2M1
112Solidarity Wealth, LLC$13.1M1
113NEEDHAM INVESTMENT MANAGEMENT LLC$12.8M1
114Regency Capital Management Inc.\DE$12.8M1
115NEW YORK STATE COMMON RETIREMENT FUND$12.5M1
116SEI INVESTMENTS CO$12.2M1
117CITIGROUP INC$12.1M1
118Vanguard Investments Australia, Ltd.$12.0M1
119FRONTIER CAPITAL MANAGEMENT CO LLC$12.0M1
120Vanguard Global Advisers, LLC$11.9M1
121Live Oak Private Wealth LLC$11.8M1
122Pictet Asset Management Holding SA$11.8M1
123Aberdeen Group plc$11.6M1
124CIBC WORLD MARKET INC.$11.6M1
125ALLIANCEBERNSTEIN L.P.$11.0M1
126CANERECTOR INC$10.8M1
127FULLER & THALER ASSET MANAGEMENT, INC.$10.7M1
128Man Group plc$10.7M1
129FIRST NATIONAL BANK OF OMAHA$10.6M1
130Berkeley, Inc$10.4M1
131Tredje AP-fonden$10.3M1
132Assenagon Asset Management S.A.$10.2M1
133Cerity Partners LLC$9.7M1
134STOREBRAND ASSET MANAGEMENT AS$9.2M1
135Asset Management One Co., Ltd.$9.1M1
136Chapman Investment Management, LLC$9.1M1
137AMERIPRISE FINANCIAL INC$9.0M1
138KLP KAPITALFORVALTNING AS$8.9M1
139Prana Capital Management, LP$8.8M1
140CITADEL ADVISORS LLC$8.8M1
141FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.6M1
142STIFEL FINANCIAL CORP$8.5M1
143Redmond Asset Management, LLC$8.4M1
144Quantinno Capital Management LP$8.3M1
145Resona Asset Management Co.,Ltd.$8.2M1
146Clear Harbor Asset Management, LLC$8.2M1
147DONALDSON CAPITAL MANAGEMENT, LLC$8.1M1
148NOMURA ASSET MANAGEMENT CO LTD$8.1M1
149Riverview Capital Advisers, LLC$8.0M1
150State of New Jersey Common Pension Fund D$7.9M1
151Marex Group Ltd$7.7M1
152Lighthouse Investment Partners, LLC$7.7M1
153Pathstone Holdings, LLC$7.6M1
154CULBERTSON A N & CO INC$7.6M1
155Lansforsakringar Fondforvaltning AB (publ)$7.6M1
156HENNESSY ADVISORS INC$7.5M1
157PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.4M1
158D. E. Shaw & Co., Inc.$7.2M1
159Greenline Partners, LLC$7.1M1
160Evergreen Wealth Management, LLC$7.1M1
161BALYASNY ASSET MANAGEMENT L.P.$7.0M1
162SEIZERT CAPITAL PARTNERS, LLC$7.0M1
163BNP Paribas Asset Management Holding S.A.$6.9M1
164Hi-Line Capital Management, LLC$6.9M1
165GHP Investment Advisors, Inc.$6.9M1
166Vantage Investment Partners, LLC$6.8M1
167Buttonwood Financial Advisors Inc.$6.8M1
168GATEWAY INVESTMENT ADVISERS LLC$6.8M1
169NATIONAL BANK OF CANADA /FI/$6.8M1
170MAI Capital Management$6.6M1
171Alpha Omega Wealth Management LLC$6.6M1
172Arizona State Retirement System$6.6M1
173FIRST MANHATTAN CO. LLC.$6.5M1
174Corient Private Wealth LLC$6.5M1
175NWF Advisory Services Inc.$6.4M1
176LOWE BROCKENBROUGH & CO INC$6.4M1
177Roundview Capital LLC$6.0M1
178Rockefeller Capital Management L.P.$6.0M1
179BCV Asset Management Inc.$6.0M1
180Northstar Group, Inc.$5.9M1
181OP Asset Management Ltd$5.9M1
182WEDGE CAPITAL MANAGEMENT L L P/NC$5.9M1
183OSAIC HOLDINGS, INC.$5.9M1
184O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.9M1
185Steward Partners Investment Advisory, LLC$5.9M1
186Chemistry Wealth Management LLC$5.7M1
187CANADA PENSION PLAN INVESTMENT BOARD$5.7M1
188BANK OF MONTREAL /CAN/$5.6M1
189Zurcher Kantonalbank (Zurich Cantonalbank)$5.6M1
190Cetera Investment Advisers$5.6M1
191GoodHaven Capital Management, LLC$5.6M1
192MONTAG A & ASSOCIATES INC$5.5M1
193&PARTNERS$5.4M1
194DnB Asset Management AS$5.4M1
195Adalta Capital Management LLC$5.3M1
196MACKENZIE FINANCIAL CORP$5.3M1
197SEB Asset Management AB$5.2M1
198WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M1
199Ervin Investment Management, LLC$5.0M1
200BAXTER BROS INC$5.0M1
201Jain Global LLC$5.0M1
202Oak Thistle LLC$4.9M1
203TRUIST FINANCIAL CORP$4.9M1
204IFM Investors Pty Ltd$4.8M1
205Southeast Asset Advisors, LLC$4.8M1
206Schonfeld Strategic Advisors LLC$4.7M1
207US BANCORP \DE\$4.4M1
208Beacon Pointe Advisors, LLC$4.4M1
209USS Investment Management Ltd$4.3M1
210Watchman Group, Inc.$4.2M1
211Sanctuary Advisors, LLC$4.2M1
212Ensign Peak Advisors, Inc$4.1M1
213Cannell & Spears LLC$4.1M1
214HORIZON KINETICS ASSET MANAGEMENT LLC$4.0M1
215East Coast Asset Management, LLC.$4.0M1
216Bridgewater Associates, LP$3.9M1
217Bradyco, Inc.$3.9M1
218Utah Retirement Systems$3.9M1
219COMMERCE BANK$3.8M1
220Womack Financial LLC$3.8M1
221Curi Capital, LLC$3.7M1
222Edgestream Partners, L.P.$3.7M1
223SALEM INVESTMENT COUNSELORS INC$3.7M1
224Ridgewood Investments LLC$3.7M1
225COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
226Texas Yale Capital Corp.$3.7M1
227XPONANCE LLC$3.7M1
228ENGLISH CAPITAL MANAGEMENT LLC$3.6M1
229LEUTHOLD GROUP, LLC$3.6M1
230Mediolanum International Funds Ltd$3.6M1
231TORONTO DOMINION BANK$3.5M1
232Fiduciary Group, LLC$3.5M1
233ALTA CAPITAL MANAGEMENT LLC/$3.5M1
234Mariner, LLC$3.5M1
235Clearstead Advisors, LLC$3.4M1
236Waverly Advisors, LLC$3.4M1
237D.A. DAVIDSON & CO.$3.4M1
238VIRGINIA WEALTH MANAGEMENT GROUP, INC.$3.4M1
239Davidson Kahn Capital Management, LLC$3.3M1
240TEACHER RETIREMENT SYSTEM OF TEXAS$3.3M1
241BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.3M1
242Wealthfront Advisers LLC$3.3M1
243Henshaw Capital LLC$3.3M1
244Freedom Day Solutions, LLC$3.3M1
245MERCER GLOBAL ADVISORS INC /ADV$3.2M1
246Quadrature Capital Ltd$3.2M1
247Candriam S.C.A.$3.1M1
248NISSAY ASSET MANAGEMENT CORP /JAPAN$3.1M1
249Pavion Blue Capital, LLC$3.1M1
250Atria Investments, Inc$3.1M1
251Glenview Trust Co$3.1M1
252HB Wealth Management, LLC$3.0M1
253Ethic Inc.$3.0M1
254ASHTON THOMAS SECURITIES, LLC$3.0M1
255INTREPID CAPITAL MANAGEMENT INC$3.0M1
256FIFTH THIRD BANCORP$3.0M1
257Sequoia Financial Advisors, LLC$2.9M1
258NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.9M1
259INTECH INVESTMENT MANAGEMENT LLC$2.9M1
260Atlantic Union Bankshares Corp$2.9M1
261Modern Wealth Management, LLC$2.8M1
262Kennondale Capital Management LLC$2.8M1
263BENJAMIN EDWARDS INC$2.8M1
264Eurizon Capital SGR S.p.A.$2.8M1
265BEESE FULMER INVESTMENT MANAGEMENT, INC.$2.8M1
266Salvus Wealth Management, LLC$2.8M1
2671832 Asset Management L.P.$2.8M1
268Gold Investment Management Ltd.$2.7M1
269Solitude Financial Services$2.7M1
270Weil Company, Inc.$2.7M1
271Sowell Financial Services LLC$2.6M1
272Baird Financial Group, Inc.$2.6M1
273TD Waterhouse Canada Inc.$2.6M1
274Andra AP-fonden$2.6M1
275Values Added Financial LLC$2.5M1
276CHOREO, LLC$2.5M1
277NORDEA INVESTMENT MANAGEMENT AB$2.4M1
278First National Advisers, LLC$2.4M1
279Voleon Capital Management LP$2.4M1
280SCOTIA CAPITAL INC.$2.4M1
281MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.4M1
282Fieldview Capital Management, LLC$2.4M1
283VOYA INVESTMENT MANAGEMENT LLC$2.3M1
284NewEdge Advisors, LLC$2.3M1
285XTX Topco Ltd$2.3M1
286Shelter Mutual Insurance Co$2.3M1
287Sumitomo Mitsui DS Asset Management Company, Ltd$2.3M1
288Third View Private Wealth, LLC$2.3M1
289BOYAR ASSET MANAGEMENT INC.$2.2M1
290Vanguard Personalized Indexing Management, LLC$2.2M1
291Daiwa Securities Group Inc.$2.2M1
292CI INVESTMENTS INC.$2.1M1
293Vinva Investment Management Ltd$2.0M1
294Swiss Life Asset Management Ltd$2.0M1
295Adams Asset Advisors, LLC$2.0M1
296Holocene Advisors, LP$2.0M1
297Y-Intercept (Hong Kong) Ltd$2.0M1
298OPPENHEIMER & CO INC$1.8M1
299Virtus Investment Advisers, LLC$1.8M1
300Pinnacle Financial Partners, Inc.$1.8M1
301American Capital Advisory, LLC$1.8M1
302Quantbot Technologies LP$1.7M1
303Investment Management Corp of Ontario$1.7M1
304BANK OF NOVA SCOTIA$1.7M1
305Osmosis Investment Management UK Ltd$1.7M1
306Tactive Advisors, LLC$1.7M1
307CIBC Bancorp USA Inc.$1.7M1
308OneAscent Financial Services LLC$1.7M1
309Callan Family Office, LLC$1.6M1
310M&T BANK CORP$1.6M1
311MASTERINVEST Kapitalanlage GmbH$1.6M1
312DENALI ADVISORS LLC$1.6M1
313Strategent Financial, LLC$1.5M1
314Empowered Funds, LLC$1.5M1
315OCCUDO QUANTITATIVE STRATEGIES LP$1.5M1
316RKL Wealth Management LLC$1.5M1
317Brevan Howard Capital Management LP$1.5M1
318LGT Fund Management Co Ltd.$1.5M1
319Compass Ion Advisors, LLC$1.5M1
320Federation des caisses Desjardins du Quebec$1.5M1
321Engineers Gate Manager LP$1.5M1
322Allianz Asset Management GmbH$1.4M1
323NISA INVESTMENT ADVISORS, LLC$1.4M1
324CIBC Asset Management Inc$1.4M1
325Inspire Investing, LLC$1.4M1
326Principle Wealth Partners LLC$1.4M1
327Fund Advisors of America Inc/FL$1.4M1
328Annis Gardner Whiting Capital Advisors, LLC$1.4M1
329Orion Porfolio Solutions, LLC$1.4M1
330Aquatic Capital Management LLC$1.3M1
331Pilgrim Partners Asia Pte Ltd$1.3M1
332Summit Trail Advisors, LLC$1.3M1
333ANCHYRA PARTNERS LLC$1.3M1
334Horst & Graben Wealth Management LLC$1.3M1
335NATIXIS$1.3M1
336SCHRODER INVESTMENT MANAGEMENT GROUP$1.3M1
337RFG Advisory, LLC$1.3M1
338Vident Advisory, LLC$1.3M1
339WORLDQUANT MILLENNIUM ADVISORS LLC$1.2M1
340DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
341Kestra Advisory Services, LLC$1.2M1
342MACQUARIE GROUP LTD$1.2M1
343CREDIT AGRICOLE S A$1.2M1
344LECAP ASSET MANAGEMENT LTD$1.2M1
345KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
346Parisi Gray Wealth Management$1.2M1
347Maryland State Retirement & Pension System$1.2M1
348OMERS ADMINISTRATION Corp$1.2M1
349Shelter Ins Retirement Plan$1.1M1
350Chevy Chase Trust Holdings, LLC$1.1M1
351Atlanta Consulting Group Advisors, LLC$1.1M1
352Carmel Capital Partners, LLC$1.1M1
353AG2R LA MONDIALE GESTION D'ACTIFS$1.1M1
354Sepio Capital, LP$1.1M1
355Savant Capital, LLC$1.1M1
356Concurrent Investment Advisors, LLC$1.1M1
357MML INVESTORS SERVICES, LLC$1.1M1
358QRG CAPITAL MANAGEMENT, INC.$1.0M1
359Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.0M1
360Lakewood Asset Management LLC$1.0M1
361CenterBook Partners LP$1.0M1
362Resonant Capital Advisors, LLC$1.0M1
363PenderFund Capital Management Ltd.$990K1
364PRINCIPAL SECURITIES, INC.$982K1
365TABLEAUX LLC$978K1
366MCF Advisors LLC$976K1
367Royal Fund Management, LLC$976K1
368PRUDENTIAL FINANCIAL INC$961K1
369Sage Capital Advisors,llc$957K1
370MGO ONE SEVEN LLC$947K1
371Woodline Partners LP$942K1
372GRIFFIN ASSET MANAGEMENT, INC.$919K1
373RITHOLTZ WEALTH MANAGEMENT$911K1
374OPPENHEIMER ASSET MANAGEMENT INC.$902K1
375THOMPSON DAVIS & CO., INC.$894K1
376Metis Global Partners, LLC$894K1
377Compound Planning, Inc.$892K1
378Saudi Central Bank$890K1
379Private Advisor Group, LLC$890K1
380Z3 Capital Partners, LLC$888K1
381MISSION WEALTH MANAGEMENT, LP$880K1
382Caprock Group, LLC$865K1
383Crestmont Private Wealth LLC$852K1
384WealthPlan Investment Management, LLC$848K1
385TOKIO MARINE ASSET MANAGEMENT CO LTD$844K1
386BRAVE ASSET MANAGEMENT INC$840K1
387ABN AMRO INVESTMENT SOLUTIONS$840K1
388BOOTHBAY FUND MANAGEMENT, LLC$827K1
389Dala Group, LLC$825K1
390Avalon Trust Co$821K1
391Laird Norton Wetherby Trust Company, LLC$813K1
392Sterling Capital Management LLC$806K1
393Gilbert & Cook, Inc.$806K1
394Hills Bank & Trust Co$792K1
395Ruffer LLP$787K1
396Avanza Fonder AB$777K1
397Calamos Advisors LLC$769K1
398Calamos Wealth Management LLC$769K1
399Perigon Wealth Management, LLC$769K1
400Resurgent Financial Advisors LLC$756K1
401Vestmark Advisory Solutions, Inc.$739K1
402E. Ohman J:or Asset Management AB$737K1
403CWM, LLC$729K1
404Connor, Clark & Lunn Investment Management Ltd.$727K1
405Lido Advisors, LLC$727K1
406WINTON GROUP Ltd$714K1
407Quadcap Wealth Management, LLC$704K1
408Equitable Holdings, Inc.$698K1
409Legacy Advisors, LLC$695K1
410Vise Technologies, Inc.$690K1
411North Dakota State Investment Board$689K1
412Elm Partners Management LLC$687K1
413Harvest Investment Services, LLC$674K1
414Linden Thomas Advisory Services, LLC$674K1
415Marks Group Wealth Management, Inc$674K1
416Cross Staff Investments Inc$670K1
417FOUNDERS CAPITAL MANAGEMENT, LLC$662K1
418B. Metzler seel. Sohn & Co. AG$657K1
419Robeco Institutional Asset Management B.V.$655K1
420Taylor Hoffman Capital Management LLC$651K1
421PRUDENTIAL PLC$649K1
422Aptus Capital Advisors, LLC$649K1
423MQS Management LLC$641K1
424MLP3, LLC$639K1
425Winthrop Advisory Group LLC$626K1
426BEACON INVESTMENT ADVISORS LLC$617K1
427EP Wealth Advisors, LLC$614K1
428OneDigital Investment Advisors LLC$614K1
429MetLife Investment Management, LLC$613K1
430WCM INVESTMENT MANAGEMENT, LLC$607K1
431Allworth Financial LP$604K1
432denkapparat Operations GmbH$601K1
433Apollon Wealth Management, LLC$599K1
434Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$597K1
435UNITED CAPITAL FINANCIAL ADVISORS, LLC$595K1
436Verdence Capital Advisors LLC$593K1
437Victrix Investment Advisors$593K1
438Procyon Advisors, LLC$591K1
439GREENLEAF TRUST$588K1
440MIRABELLA FINANCIAL SERVICES LLP$588K1
441CAXTON ASSOCIATES LLP$586K1
442KESTRA PRIVATE WEALTH SERVICES, LLC$584K1
443111 Capital$572K1
444ELEVATION POINT WEALTH PARTNERS, LLC$568K1
445TWINBEECH CAPITAL LP$563K1
446Maridea Wealth Management LLC$540K1
447Charter Oak Capital Management, LLC$538K1
448Intellectus Partners, LLC$530K1
449SIMPLEX TRADING, LLC$524K1
450World Investment Advisors$522K1
451BBR PARTNERS, LLC$521K1
452GUARDIAN WEALTH ADVISORS, LLC / NC$519K1
453HENGEHOLD CAPITAL MANAGEMENT LLC$517K1
454YOUSIF CAPITAL MANAGEMENT, LLC$509K1
455EVERGREEN CAPITAL MANAGEMENT LLC$505K1
456TRITONPOINT WEALTH, LLC$501K1
457Inlet Private Wealth, LLC$490K1
458Flagstone Financial Management$486K1
459TRUSTMARK BANK TRUST DEPARTMENT$479K1
460Destination Wealth Management$479K1
461Norman Fields, Gottscho Capital Management, LLC$479K1
462Qtron Investments LLC$477K1
463Independent Advisor Alliance$473K1
464PARSONS CAPITAL MANAGEMENT INC/RI$465K1
465BERKSHIRE ASSET MANAGEMENT LLC/PA$457K1
466Elgethun Capital Management$456K1
467MONETA GROUP INVESTMENT ADVISORS LLC$452K1
468StoneX Group Inc.$450K1
469Hunting Hill Global Capital, LLC$450K1
470Cresset Asset Management, LLC$444K1
471Dakota Wealth Management$442K1
472STEPHENS INC /AR/$442K1
473Roehl & Yi Investment Advisors, LLC$438K1
474DOVER ADVISORS, LLC$433K1
475Bay Rivers Group$431K1
476Wealthspire Advisors, LLC$427K1
477Legacy Capital Wealth Partners, LLC$421K1
478UniSuper Management Pty Ltd$421K1
479Evelyn Partners Investment Management (Europe) Ltd$417K1
480S-Bank Fund Management Ltd$412K1
481Gilliland Jeter Wealth Management LLC$406K1
482BAKER TILLY WEALTH MANAGEMENT, LLC$404K1
483STUDIO INVESTMENT MANAGEMENT LLC$402K1
484NewEdge Wealth, LLC$400K1
485Evercore Wealth Management, LLC$389K1
486FJ Capital Management LLC$387K1
487BOURGEON CAPITAL MANAGEMENT LLC$383K1
488Canal Capital Management, LLC$383K1
489Carnegie Lake Advisors LLC$383K1
490Western Wealth Management, LLC$381K1
491EVOLVE PRIVATE WEALTH, LLC$377K1
492Advisors Capital Management, LLC$373K1
493FOUNDERS GROVE WEALTH PARTNERS, LLC$369K1
494GLENMEDE TRUST CO NA$368K1
495Choate Investment Advisors$368K1
496Salomon & Ludwin, LLC$367K1
497Jackson Hole Capital Partners, LLC$364K1
498HOWLAND CAPITAL MANAGEMENT LLC$362K1
499LEVEL FOUR ADVISORY SERVICES, LLC$362K1
500One Wealth Advisors, LLC$360K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 8 sell
Congress net ($ bound)−$387K to −$76.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MKL

RETAINED WINDOW · ACTIVE HITS

Zero hits on MKL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MKL · financials and macro

Financials — as filed PLANNED

MKL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MKL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing