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Citadel Investment Advisory, Inc.: MKL position timeline

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

Citadel Investment Advisory, Inc. held 15,409 MKL shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,409 shares
    Change vs previous 13F +167 shares

    12.09% of the 13F portfolio, value $26,387,000.

    13F-HR 0001811907-26-000005 filed by Citadel Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,242 shares
    Change vs previous 13F 0 shares

    13.52% of the 13F portfolio, value $29,768,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,242 shares
    Change vs previous 13F -377 shares

    13.92% of the 13F portfolio, value $29,174,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,619 shares
    Change vs previous 13F +100 shares

    14.51% of the 13F portfolio, value $33,575,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,519 shares
    Change vs previous 13F +82 shares

    13.6% of the 13F portfolio, value $29,662,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,437 shares
    Change vs previous 13F -577 shares

    14.93% of the 13F portfolio, value $30,833,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,014 shares
    Change vs previous 13F +75 shares

    14.69% of the 13F portfolio, value $29,940,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,939 shares
    Change vs previous 13F not available

    14.26% of the 13F portfolio, value $27,514,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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