Position in MKL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,828
-$471 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $3,322,529 across 7 Insurance - Property & Casualty names. MKL ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,628 | $2,812,124 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
154 | $338,331 | |
| 3 | PGR |
Progressive Corp/Oh/
|
485 | $96,146 | |
| 4 | L |
Loews Corp
|
503 | $53,690 | |
| 5 | ALL |
Allstate Corp
|
48 | $9,952 | |
| 6 | TRV |
Travelers Companies, Inc.
|
29 | $8,458 | |
| 7 | MKL |
Markel Group Inc.
This page
|
2 | $3,828 |
All Filings in MKL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,828 | 2 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,299 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,556 | 5 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,986 | 5 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $9,348 | 5 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||