Position in MKL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,677,576
-$84,426 QoQ
Shares Held
1,371
-5.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#323
of 924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,797,529 across 7 Insurance - Property & Casualty names. MKL ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
62,140 | $21,173,583 | |
| 2 | MKL |
Markel Group Inc.
This page
|
1,371 | $2,677,576 | |
| 3 | L |
Loews Corp
|
17,817 | $2,017,062 | |
| 4 | KMPR |
KEMPER Corp
|
28,177 | $759,651 | |
| 5 | CINF |
Cincinnati Financial Corp
|
2,675 | $495,249 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,407 | $464,478 | |
| 7 | PGR |
Progressive Corp/Oh/
|
961 | $209,930 |
All Filings in MKL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,677,576 | 1,371 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,762,002 | 1,443 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,149,237 | 1,465 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,880,419 | 1,507 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,010,021 | 1,507 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,817,502 | 1,507 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,601,428 | 1,507 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,363,850 | 1,507 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,374,519 | 1,507 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,429,803 | 1,597 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $2,267,580 | 1,597 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,351,566 | 1,597 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,208,938 | 1,597 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,050,243 | 1,605 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,134,333 | 1,620 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,756,436 | 1,620 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,095,065 | 1,620 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,389,888 | 1,620 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,999,080 | 1,620 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,936,110 | 1,620 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,922,470 | 1,620 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,846,184 | 1,620 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,673,946 | 1,620 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,626,079 | 1,670 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,541,693 | 1,670 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,582,052 | 1,705 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||