Position in MKL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$95,697
+$1,908 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#795
of 924 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,488,477 across 7 Insurance - Property & Casualty names. MKL ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,496 | $493,859 | |
| 2 | CB |
Chubb Ltd
|
1,207 | $411,273 | |
| 3 | PGR |
Progressive Corp/Oh/
|
928 | $202,721 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
402 | $132,583 | |
| 5 | MKL |
Markel Group Inc.
This page
|
49 | $95,697 | |
| 6 | WRB |
Berkley W R Corp
|
1,110 | $78,288 | |
| 7 | CINF |
Cincinnati Financial Corp
|
400 | $74,056 |
All Filings in MKL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,697 | 49 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $93,789 | 49 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $105,332 | 49 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $93,656 | 49 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $97,870 | 49 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $91,610 | 49 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $84,585 | 49 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $76,860 | 49 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $77,207 | 49 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $74,552 | 49 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $22,128 | 15 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,510 | 15 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,926 | 15 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,734 | 20 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $238,556 | 245 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $226,176 | 245 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $231,972 | 250 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||