Perigon Wealth Management, LLC

Position in MKL — Markel Group Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in MKL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$820,264

+$50,808 QoQ

Shares Held

420

+4.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#482

of 924 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. MKL ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	42,067	$13,887,158
2	CB	Chubb Ltd	12,711	$4,331,146
3	CNA	Cna Financial Corp	29,176	$1,418,245
4	PGR	Progressive Corp/Oh/	6,209	$1,356,356
5	ALL	Allstate Corp	5,366	$1,276,786
6	MKL	Markel Group Inc. This page	420	$820,264
7	RLI	Rli Corp	13,244	$782,323
8	ORI	Old Republic International Corp	12,871	$526,681

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,264	420	+4.5%	Shares	Sole	2026-08-07
2026-03-31	$769,456	402	-3.4%	Shares	Sole	2026-04-10
2025-12-31	$894,254	416	-0.5%	Shares	Sole	2026-01-16
2025-09-30	$798,948	418	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$836,893	419	-3.9%	Shares	Sole	2025-07-16
2025-03-31	$815,149	436	-5.4%	Shares	Sole	2025-04-23
2024-12-31	$795,792	461	+2.7%	Shares	Sole	2025-01-22
2024-09-30	$704,292	449	+0.4%	Shares	Sole	2024-10-16
2024-06-30	$704,320	447	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$677,058	445	0.0%	Shares	Sole	2024-04-29
2023-12-31	$631,855	445	-5.7%	Shares	Sole	2024-01-29
2023-09-30	$695,015	472	-2.5%	Shares	Sole	2023-10-30
2023-03-31	$618,266	484	+12.0%	Shares	Sole	2023-05-03
2022-12-31	$569,155	432	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.