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Livermore
Livermore
ZHEN

Compass Ion Advisors, LLC

SEC CIK
0001621100
Latest filing
Aug 12, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Compass Ion Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKL overviewAll 13F holders of MKLFull Q2 2026 holdings

Shares (Q2 2026)
765
Value
$1.49M
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of MKL by Compass Ion Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026765$1.49M0.1%00.0%UnchangedHolders
Q1 2026765$1.46M0.1%00.0%UnchangedHolders
Q4 2025765$1.64M0.2%00.0%UnchangedHolders
Q3 2025765$1.46M0.1%00.0%UnchangedHolders
Q2 2025765$1.53M0.2%00.0%UnchangedHolders
Q1 2025765$1.43M0.2%−19−2.4%ReducedHolders
Q4 2024784$1.35M0.2%00.0%UnchangedHolders
Q3 2024784$1.23M0.2%+6+0.8%AddedHolders
Q2 2024778$1.18M0.2%00.0%UnchangedHolders
Q1 2024778$1.18M0.2%−335−30.1%ReducedHolders
Q4 20231,113$1.58M0.2%00.0%UnchangedHolders
Q3 20231,113$1.64M0.3%+1,113NewHolders