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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Summit Financial, 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)
129
Value
$251.9K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of MKL by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129$251.9K<0.1%+22+20.6%AddedHolders
Q1 2026107$204.8K<0.1%+107NewHolders