CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

MKL holding history

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

MKL overview All 13F holders of MKL Full Q2 2026 holdings

Shares (Q2 2026): 850
Value: $1.66M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MKL by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	850	$1.66M	0.1%	+110+14.9%	Added	Holders
Q1 2026	740	$1.42M	0.1%	+588+386.8%	Added	Holders
Q4 2025	152	$326.7K	<0.1%	−10−6.2%	Reduced	Holders
Q3 2025	162	$309.6K	<0.1%	+20+14.1%	Added	Holders
Q2 2025	142	$283.6K	<0.1%	−26−15.5%	Reduced	Holders
Q1 2025	168	$314.1K	<0.1%	−651−79.5%	Reduced	Holders
Q4 2024	819	$1.41M	0.2%	+105+14.7%	Added	Holders
Q3 2024	714	$1.12M	0.1%	+547+327.5%	Added	Holders
Q2 2024	167	$263.1K	<0.1%	−125−42.8%	Reduced	Holders
Q1 2024	292	$444.3K	<0.1%	−20−6.4%	Reduced	Holders
Q4 2023	312	$443.0K	<0.1%	+64+25.8%	Added	Holders
Q3 2023	248	$365.2K	<0.1%	−37−13.0%	Reduced	Holders
Q2 2023	285	$394.2K	<0.1%	−9−3.1%	Reduced	Holders
Q1 2023	294	$375.6K	<0.1%	+33+12.6%	Added	Holders
Q4 2022	261	$343.9K	<0.1%	−7−2.6%	Reduced	Holders
Q3 2022	268	$291.0K	<0.1%	+30+12.6%	Added	Holders
Q2 2022	238	$308.0K	<0.1%	−5−2.1%	Reduced	Holders
Q1 2022	243	$358.0K	<0.1%	−44−15.3%	Reduced	Holders
Q4 2021	287	$354.0K	<0.1%	+2+0.7%	Added	Holders
Q3 2021	285	$341.0K	<0.1%	−75−20.8%	Reduced	Holders
Q2 2021	360	$427.0K	0.1%	+15+4.3%	Added	Holders
Q1 2021	345	$393.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.