NEVILLE RODIE & SHAW INC

Position in MKL — Markel Group Inc.

CIK 71210 NEW YORK, NY

Position in MKL

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$4,722,378

+$55,876 QoQ

Shares Held

2,418

-0.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#251

of 924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $8,267,728 across 4 Insurance - Property & Casualty names. MKL ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc. This page	2,418	$4,722,378
2	CB	Chubb Ltd	6,874	$2,342,246
3	L	Loews Corp	5,670	$641,900
4	TRV	Travelers Companies, Inc.	1,700	$561,204

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,722,378	2,418	-0.8%	Shares	Sole	2026-07-06
2026-03-31	$4,666,502	2,438	-1.8%	Shares	Sole	2026-04-01
2025-12-31	$5,337,580	2,483	-3.5%	Shares	Sole	2026-01-06
2025-09-30	$4,917,929	2,573	-1.4%	Shares	Sole	2025-10-01
2025-06-30	$5,213,109	2,610	-2.8%	Shares	Sole	2025-07-02
2025-03-31	$5,019,902	2,685	-3.3%	Shares	Sole	2025-04-01
2024-12-31	$4,795,466	2,778	-5.0%	Shares	Sole	2025-01-06
2024-09-30	$4,584,959	2,923	-0.1%	Shares	Sole	2024-10-01
2024-06-30	$4,608,805	2,925	-13.2%	Shares	Sole	2024-07-01
2024-03-31	$5,127,387	3,370	-2.3%	Shares	Sole	2024-04-09
2023-12-31	$4,897,235	3,449	0.0%	Shares	Sole	2024-01-02
2023-09-30	$5,078,618	3,449	-1.1%	Shares	Sole	2023-10-10
2023-06-30	$4,825,915	3,489	0.0%	Shares	Sole	2023-07-06
2023-03-31	$4,456,883	3,489	-0.3%	Shares	Sole	2023-04-04
2022-12-31	$4,609,897	3,499	-2.7%	Shares	Sole	2023-01-03
2022-09-30	$3,897,770	3,595	-1.0%	Shares	Sole	2022-10-04
2022-06-30	$4,694,497	3,630	-3.4%	Shares	Sole	2022-07-06
2022-03-31	$5,545,427	3,759	-1.1%	Shares	Sole	2022-04-05
2021-12-31	$4,687,966	3,799	-0.5%	Shares	Sole	2022-01-05
2021-09-30	$4,561,811	3,817	0.0%	Shares	Sole	2021-10-06
2021-06-30	$4,529,672	3,817	+6.9%	Shares	Sole	2021-07-06
2021-03-31	$4,070,722	3,572	0.0%	Shares	Sole	2021-04-08
2020-12-31	$3,690,947	3,572	0.0%	Shares	Sole	2021-03-04
2020-09-30	$3,478,056	3,572	0.0%	Shares	Sole	2020-10-01
2020-06-30	$3,297,563	3,572	0.0%	Shares	Sole	2020-07-15
2020-03-31	$3,314,423	3,572	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.