Position in MKL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,043,371
-$301,484 QoQ
Shares Held
1,590
+2.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 79.74842767295598.ToString("F0")%
Shared 0.ToString("F0")%
None 20.251572327044027.ToString("F0")%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Ethic Inc. holds $95,245,299 across 15 Insurance - Property & Casualty names. MKL ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
70,221 | $22,887,130 | |
| 2 | PGR |
Progressive Corp/Oh/
|
78,392 | $15,540,430 | |
| 3 | TRV |
Travelers Companies, Inc.
|
51,026 | $14,883,263 | |
| 4 | L |
Loews Corp
|
126,958 | $13,551,496 | |
| 5 | ALL |
Allstate Corp
|
53,589 | $11,111,143 | |
| 6 | MKL |
Markel Group Inc.
This page
|
1,590 | $3,043,371 | |
| 7 | CINF |
Cincinnati Financial Corp
|
18,413 | $2,897,285 | |
| 8 | AIZ |
Assurant, Inc.
|
12,132 | $2,642,470 |
All Filings in MKL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,043,371 | 1,590 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,344,855 | 1,556 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,196,152 | 1,149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,179,119 | 1,091 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,824,739 | 976 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,456,938 | 844 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,154,474 | 736 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,318,827 | 837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,119,809 | 736 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $965,532 | 680 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,018,963 | 692 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $734,468 | 531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $666,808 | 522 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $324,102 | 246 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,077 | 369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,570 | 360 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $535,512 | 363 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $360,328 | 292 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $309,538 | 259 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $251,582 | 212 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||