Position in MKL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,596,942
-$773,794 QoQ
Shares Held
3,969
+1.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 19.098009574200052.ToString("F0")%
Shared 0.12597631645250693.ToString("F0")%
None 80.77601410934744.ToString("F0")%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $138,902,100 across 22 Insurance - Property & Casualty names. MKL ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
102,156 | $33,295,704 | |
| 2 | PGR |
Progressive Corp/Oh/
|
159,360 | $31,591,525 | |
| 3 | TRV |
Travelers Companies, Inc.
|
49,009 | $14,294,943 | |
| 4 | ALL |
Allstate Corp
|
53,372 | $11,066,148 | |
| 5 | MKL |
Markel Group Inc.
This page
|
3,969 | $7,596,942 | |
| 6 | L |
Loews Corp
|
64,063 | $6,838,083 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
13,695 | $4,679,033 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
25,904 | $4,490,457 |
All Filings in MKL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||