Position in MKL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$855,418
-$82,476 QoQ
Shares Held
438
-10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#477
of 924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $8,880,885 across 13 Insurance - Property & Casualty names. MKL ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,583 | $1,902,351 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,283 | $1,590,971 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,928 | $966,591 | |
| 4 | ALL |
Allstate Corp
|
3,803 | $904,885 | |
| 5 | MKL |
Markel Group Inc.
This page
|
438 | $855,418 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
2,805 | $600,606 | |
| 7 | L |
Loews Corp
|
4,306 | $487,482 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
2,483 | $313,826 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,418 | 438 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $937,894 | 490 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,104,920 | 514 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,280,611 | 670 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,336,233 | 669 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,254,508 | 671 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,855,697 | 1,075 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,700,340 | 1,084 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $403,368 | 256 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $392,541 | 258 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $359,234 | 253 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $368,122 | 250 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $345,795 | 250 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $319,352 | 250 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $329,372 | 250 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $271,055 | 250 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $323,312 | 250 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $368,810 | 250 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $308,500 | 250 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $298,782 | 250 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $296,677 | 250 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $284,905 | 250 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $258,325 | 250 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $243,425 | 250 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $230,792 | 250 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $232,900 | 251 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||