Evercore Wealth Management, LLC

Position in MKL — Markel Group Inc.

CIK 1482689 New York, NY

Position in MKL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$388,556

-$47,822 QoQ

Shares Held

203

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Evercore Wealth Management, LLC holds $204,263,990 across 6 Insurance - Property & Casualty names. MKL ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	420,570	$137,076,379
2	PGR	Progressive Corp/Oh/	317,370	$62,915,428
3	TRV	Travelers Companies, Inc.	10,447	$3,047,180
4	WTM	White Mountains Insurance Group Ltd	200	$439,392
5	ALL	Allstate Corp	1,915	$397,055
6	MKL	Markel Group Inc. This page	203	$388,556

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$388,556	203	0.0%	Shares	Defined	2026-05-15
2025-12-31	$436,378	203	0.0%	Shares	Defined	2026-02-17
2025-09-30	$388,005	203	0.0%	Shares	Sole	2025-11-14
2025-06-30	$405,463	203	0.0%	Shares	Defined	2025-08-14
2025-03-31	$379,530	203	0.0%	Shares	Defined	2025-05-15
2024-12-31	$350,424	203	0.0%	Shares	Sole	2025-02-14
2024-09-30	$318,421	203	-2.9%	Shares	Defined	2024-11-14
2024-06-30	$329,312	209	0.0%	Shares	Sole	2024-08-14
2024-03-31	$317,988	209	+52.6%	Shares	Sole	2024-05-15
2023-09-30	$201,730	137	-18.0%	Shares	Defined	2023-11-14
2022-12-31	$220,019	167	+21.0%	Shares	Sole	2023-02-14
2022-03-31	$203,583	138	-43.2%	Shares	Sole	2022-05-16
2020-12-31	$251,091	243	-1.2%	Shares	Defined	2021-02-16
2020-09-30	$239,529	246	-26.6%	Shares	Defined	2020-11-16
2020-06-30	$309,261	335	0.0%	Shares	Defined	2020-08-13
2020-03-31	$310,842	335	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.