Position in MKL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,938,985
+$342,043 QoQ
Shares Held
4,065
+2.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#190
of 925 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 20%
Shared 0%
None 79%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $150,022,192 across 24 Insurance - Property & Casualty names. MKL ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
103,032 | $35,107,122 | |
| 2 | PGR |
Progressive Corp/Oh/
|
140,364 | $30,662,514 | |
| 3 | TRV |
Travelers Companies, Inc.
|
50,579 | $16,697,138 | |
| 4 | ALL |
Allstate Corp
|
56,841 | $13,524,747 | |
| 5 | MKL |
Markel Group Inc.
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|
4,065 | $7,938,985 | |
| 6 | L |
Loews Corp
|
64,241 | $7,272,722 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
26,425 | $5,658,119 | |
| 8 | CINF |
Cincinnati Financial Corp
|
22,775 | $4,216,562 |
All Filings in MKL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,938,985 | 4,065 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $7,596,942 | 3,969 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,370,736 | 3,894 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,533,027 | 3,418 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,777,040 | 3,393 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,700,439 | 3,049 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,558,972 | 2,641 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,999,878 | 2,550 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $3,918,665 | 2,487 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,697,196 | 2,430 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,289,907 | 2,317 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||