PETTYJOHN, WOOD & WHITE, INC MKL — MARKEL GROUP INC

Ownership history in PETTYJOHN, WOOD & WHITE, INC  ·  5 quarters on record

AI Ownership Summary

PETTYJOHN, WOOD & WHITE, INC reported MARKEL GROUP INC (MKL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows MKL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETTYJOHN, WOOD & WHITE, INC's position in MARKEL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MKL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MKL stock page PETTYJOHN, WOOD & WHITE, INC fund profile PETTYJOHN, WOOD & WHITE, INC full holdings
How PETTYJOHN, WOOD & WHITE, INC held MKL — position size vs. price
% of Fund (quarterly)    MKL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 115 — 0% 0.03% $225K 2026-08-12 $1842.46
2026 Q1 UNCHANGED — — — 115 — 0% 0.04% $220K 2026-05-15 $1844.00
2025 Q4 UNCHANGED — — — 115 — 0% 0.04% $247K 2026-02-11 $2099.06
2025 Q3 ADDED — — — 115 +5 +4.5% 0.04% $220K 2025-11-13 $2082.15
2025 Q2 INITIATED — — — 110 — — 0.04% $220K 2025-08-12 $1927.60

🏢 Other funds also holding MKL

As of 2026 Q3 — sorted by position size

STEGINSKY CAPITAL LLC 3Y 7Y 12.45% Citadel Investment Advisory, Inc. 3Y 12.09% Capco Asset Management, LLC 3Y 7Y 11.9% Rockbridge Asset Management LLC 10.32% Luma Capital S.A. - SPF 9.89% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 8.4% BARR E S & CO 3Y 7Y 7.5% CANERECTOR INC 6.95% Lafayette Investments, Inc. 3Y 7Y 6.6% Chapman Investment Management, LLC 3Y 5.89%

FAQ About PETTYJOHN, WOOD & WHITE, INC and MKL

These are the practical questions this page is built to answer before you even open the full history table.

How long has PETTYJOHN, WOOD & WHITE, INC reported owning MKL?

PETTYJOHN, WOOD & WHITE, INC reported MKL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MKL position in PETTYJOHN, WOOD & WHITE, INC's portfolio?

The largest reported portfolio weight for MKL was 0.04% in 2025 Q2.

What is the latest reported MKL position on this page?

The most recent filing on this page is 2026 Q2, when PETTYJOHN, WOOD & WHITE, INC reported 115 shares, equal to 0.03% of portfolio, with an estimated market value of $225K.

What does the chart on this MKL ownership page compare?

The chart compares PETTYJOHN, WOOD & WHITE, INC's quarterly MKL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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