Position in MKL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$100,946,131
+$32,821,578 QoQ
Shares Held
52,739
+66.4% QoQ
Ownership
0.421%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75.61007982707294.ToString("F0")%
Shared 0.ToString("F0")%
None 24.389920172927056.ToString("F0")%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Derivatives in MKL
reported options exposure · as of Mar 31, 2025CallValue
$2,804,415
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026UBS Group AG holds $3,507,251,051 across 45 Insurance - Property & Casualty names. MKL ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,871,071 | $935,768,168 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,125,741 | $620,036,133 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,918,556 | $578,574,538 | |
| 4 | ALL |
Allstate Corp
|
1,412,581 | $292,884,541 | |
| 5 | WRB |
Berkley W R Corp
|
3,267,776 | $216,588,191 | |
| 6 | L |
Loews Corp
|
1,288,263 | $137,509,191 | |
| 7 | CINF |
Cincinnati Financial Corp
|
795,925 | $125,238,795 | |
| 8 | AFG |
American Financial Group Inc
|
848,396 | $108,348,650 |
All Filings in MKL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,946,131 | 52,739 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $68,124,553 | 31,691 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $113,393,342 | 59,326 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $99,057,070 | 49,594 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,804,415 | 1,500 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $153,455,717 | 82,079 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $191,708,197 | 111,056 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $39,358,044 | 22,800 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $66,857,581 | 42,623 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $50,870,180 | 32,285 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,778,618 | 34,689 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,285,966 | 17,104 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $31,465,637 | 21,369 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $27,108,944 | 19,599 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,058,102 | 16,485 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,631,992 | 12,624 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $10,182,993 | 9,392 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,851,002 | 6,844 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $16,937,228 | 11,481 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,161,990 | 8,235 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,845,479 | 8,238 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,710,846 | 8,183 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,551,773 | 11,014 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,077,209 | 11,688 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,962,836 | 16,394 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,501,773 | 12,459 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $7,790,562 | 8,396 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||