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Disclosery

Berkeley, Inc: MKL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkeley, Inc on MKL, newest first. How the timeline and the estimate are built.

Berkeley, Inc held 5,694 MKL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,694 shares
    Change vs previous 13F +264 shares

    3.49% of the 13F portfolio, value $11,120,439.

    13F-HR 0002051965-26-000003 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,430 shares
    Change vs previous 13F +227 shares

    3.49% of the 13F portfolio, value $10,393,400.

    13F-HR 0002051965-26-000002 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,203 shares
    Change vs previous 13F +42 shares

    3.56% of the 13F portfolio, value $11,184,629.

    13F-HR 0002051965-26-000001 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,161 shares
    Change vs previous 13F +30 shares

    3.17% of the 13F portfolio, value $9,864,529.

    13F-HR 0002051965-25-000002 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,131 shares
    Change vs previous 13F +411 shares

    3.68% of the 13F portfolio, value $10,248,454.

    13F-HR 0001085146-25-004782 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,720 shares
    Change vs previous 13F +50 shares

    4.14% of the 13F portfolio, value $8,824,559.

    13F-HR 0001085146-25-002529 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 4,670 shares
    Change vs previous 13F -1,262 shares

    4.17% of the 13F portfolio, value $8,061,494.

    13F-HR/A 0001085146-25-001875 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 5,932 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $9,304,816.

    13F-HR/A 0001085146-25-001874 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).