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http://dx.doi.org/10.1098/rstb.2018.0077 studies have examined matrilineal descent with phylogenetic analyses; how-
ever, the use of language phylogenies has restricted these analyses to
comparisons within a single language family, often confined to a single con-
Accepted: 31 May 2019
tinent. Cross-cultural comparisons are particularly informative when they
account for the relationships between widely distributed populations, as
One contribution of 17 to a theme issue ‘The opposed to treating each population as an independent sample or focusing
evolution of female-biased kinship in humans on a single region. Here, we study the evolution of descent systems on a
and other mammals’ worldwide scale. First, we test for significant associations between matriliny
and numerous cultural traits that have been theoretically associated with its
stability or loss, such as subsistence strategy, animal domestication, mating
Subject Areas: system, residence pattern, wealth transfer and property succession. In
behaviour, computational biology, evolution addition, by combining genetic and linguistic information to build a
global supertree that includes 16 matrilineal populations, we also perform
phylogenetically controlled analyses to assess the patterns of correlated evol-
Keywords:
ution between descent and other traits: for example, does a change in
post-marital residence, evolution of behaviour,
subsistence strategy generally predict a shift in the rules of descent, or do
cultural evolution, matrilineal descent these transitions happen independently? These analyses enable a worldwide
perspective on the pattern and process of the evolution of matriliny and
Author for correspondence: matrilocality.
This article is part of the theme issue ‘The evolution of female-biased
Nicole Creanza
kinship in humans and other mammals’.
e-mail: nicole.creanza@vanderbilt.edu
1. Introduction
In matrilineal systems, descent is traced along female lines [1]. Matrilineal kin-
ship organization occurs relatively infrequently in human populations [2,3],
and much research by anthropologists and ethnographers has discussed the
rarity and apparent instability of matriliny [2 –14]. Some of this work has
focused on whether matrilineal systems are inherently unstable from the male
perspective, since men in these cultures do not belong to the same kin group
as their biological children; instead, with matrilineal kinship organization, a
man is a member of his own mother’s kin group while his children are members
of their mother’s (his wife’s) kin group. Therefore, in matrilineal systems, men
are expected to invest resources in their sister’s children instead of their own,
which appears to violate the evolutionary predictions of inclusive fitness that
individuals will prefer to invest resources in their closest kin [6,9]. This has
been dubbed the ‘matrilineal puzzle’. With inclusive fitness and kinship
theory in mind, the evolutionary puzzle of matriliny could be resolved by
Electronic supplementary material is available paternity uncertainty: a man might be uncertain that his wife’s children are
online at https://doi.org/10.6084/m9.figshare. his own, but, given that he and his sister share a mother, he is certainly related
c.4532573. to his sister’s children [15], providing an explanation for inheritance from a
& 2019 The Author(s) Published by the Royal Society. All rights reserved.
mother’s brother to his sister’s son. However, the level of based descent and residence patterns on a global scale. We 2
paternity uncertainty required for this explanation of matri- first assess these associations across 1291 populations in the
royalsocietypublishing.org/journal/rstb
liny appears to be much higher than is observed in real Ethnographic Atlas; we then account for the non-indepen-
human populations [16], although more recent theoretical dence of these populations (Galton’s problem [30,31]) in
approaches have shown that mother’s brother–sister’s son two ways. First, we repeat our analyses in the Standard
inheritance can also be stable in the context of high paternity Cross-Cultural Sample [32], which is a subset of populations
certainty if certain restrictive assumptions are relaxed [8,17]. whose cultures are relatively independent from one another.
Although matriliny is relatively rare across human popu- Second, we construct a worldwide phylogeny that is a com-
lations, matrilineal populations are distributed around the posite of numerous genetic and linguistic phylogenies
world (figure 1). Previous studies of matriliny have often merged with an existing supertree of human populations
focused on one geographical region or a single language [33] and use this phylogeny to perform analyses that account
family, and relatively few analyses have accounted for phylo- for the ancestral relationships between populations [31]. With
genetic relationships between studied populations [14,19]. In a these phylogenetically controlled analyses, we aim to assess
key phylogenetically controlled study, Holden and Mace the likelihood that traits in the Ethnographic Atlas show cor-
royalsocietypublishing.org/journal/rstb
duolateral
matrilineal
bilateral
ambilineal
mixed
quasi-lineages
Figure 1. Map of major descent types in worldwide populations, adapted from D-PLACE [18]. Out of 1291 populations in the Ethnographic Atlas, there are 160
matrilineal populations, 590 patrilineal populations, 362 bilateral populations, 52 duolateral populations, 50 populations with mixed descent, 48 ambilineal popu-
lations and 12 populations with quasi-lineages. 17 populations are missing data and are not included.
x2 test is unreliable with small expected numbers in any one populations to their spoken language using the Ruhlen database
category. of phoneme inventories from Creanza et al. [38]. If a population
We then conducted a similar set of tests, but only included in D-PLACE had an identical ISO code to a sequenced popu-
the subset of populations that are in the Standard Cross- lation, we matched them and checked the validity of the match
Cultural Sample; this sample of 186 populations was chosen in with the geographical locations of each population. For popu-
an effort to survey populations that are as independent from lations that were still unmatched, we checked alternative
one another as possible [32]. For each set of tests, we performed population, language and dialect names given in Ethnologue
a Holm–Bonferroni correction for multiple hypothesis testing. [39] for the sequenced populations to attempt to match an
alternative name to a the D-PLACE population. For populations
that were matched by population name and location, we also
(c) Compiling a genetic dataset verified the match with language information whenever
We downloaded mtDNA sequences from the National Center for possible. In sum, we collected 4210 mitochondrial genome
Biotechnology Information (NCBI) database using the following sequences from a total of 193 populations, 165 of which were
search terms for each population in D-PLACE: (1) ‘(Population) successfully matched to populations listed in D-PLACE
mitochondrial genome’ and (2) ‘(Population) AND human[or- (electronic supplementary material, Dataset S2).
ganism] AND mitochondrion[title] AND genome[title]’, where
‘(Population)’ was the name or alternative name of a human
population. Additional sequences were obtained from Kivisild (e) Making the supertree
et al. [35], the Human Mitochondrial Genome Database [36] In order to test our hypothesis using a global phylogeny of
and the 1000 Genomes Project [37]. The genetic data generally D-PLACE populations, we built a supertree: a single tree
included metadata with the population name and geographical assembled from a set of smaller phylogenies. This method
sampling location for each sequence; when this was absent enables us to combine trees that were constructed using different
(such as when the population name in the NCBI search term data types. Our supertree was constructed by combining eight
occurred in the title of the study but not in the sequence meta- continent-level mtDNA phylogenies, 12 linguistic phylogenies
data) we checked the citation given in NCBI and its electronic from D-PLACE and a previously constructed supertree from
supplementary material to assign a population name and [33]. This previously published supertree, which has 186 popu-
sampling location to the sequence. lations and four non-human outgroups, was generated by
merging phylogenies constructed from several types of genetic
and linguistic data. We included in subsequent analyses those
(d) Matching the genetic data to D-PLACE population populations from D-PLACE that we could associate with genetic
data, enabling us to estimate their genetic distance from one
names another, and we incorporated both genetic and linguistic
For each mitochondrial genome, we first determined whether the phylogenies from these populations into the published supertree.
population name given in NCBI was identical to a population in For each population included in this study, we acquired full
D-PLACE; if so, we considered the mtDNA and the ethno- mitochondrial DNA sequences from at least one individual. Most
graphic data to correspond to the same population. To validate matrilineal populations that have been genotyped had only
these cases, we checked whether the D-PLACE population mtDNA available, but mitochondrial DNA alone is not well
location and the mtDNA sampling location were from the suited to building a large-scale phylogeny of populations;
same geographical region. If populations could not be associated mitochondrial phylogenies are generally constructed at the hap-
in this way, we examined the languages spoken by each popu- logroup level [35,40]. Accordingly, we assigned each of the
lation. D-PLACE provides a standardized language code (ISO genotyped populations to a region based on the geographical
639-3) for most populations in the downloadable data tables, location of that population and the United Nations Geoscheme
and we had previously matched many of the sequenced to make smaller, continent-level mtDNA phylogenies within
Downloaded from https://royalsocietypublishing.org/ on 07 April 2023
Table 1. Existing hypotheses linking matriliny to other cultural factors. The ‘SCCS p-value’ columns give the significance of the association between each trait and matriliny/matrilocality in the Standard Cross-Cultural Sample
(x2 analysis). The ‘BayesTraits p-value’ columns give the significance of the BayesTraits analysis of correlated evolution between each trait and matriliny/matrilocality, using the supertree. Bold red text indicates values that were
significant after Holm-Bonferroni correction. * indicates that only one economic specialization (metalworking) was statistically significant.
matriliny matrilocality
9.2 3 1025
2.1 3 1026
3.4 3 1026
1.9 3 1027
BayesTraits
North-East-Southeast Asia (50), West Asia (12), Africa (47) and
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0.00011
p-value
0.18108
0.00030
0.00016
0.01898
0.00045
0.02705
matrilocality Oceania (11). To construct these genetic trees, we aligned the
genetic data using MAFFT [41] and constructed a pairwise gen-
etic distance matrix with the Kimura 2-parameter distance
metric. The distance matrix of the individual sequences was
then averaged within populations, resulting in a population-
level pairwise distance matrix that quantified the average genetic
SCCS x 2
0.00279
0.00103
0.00024
p-value
0.00206
0.19944
0.06572
0.02041
0.00389
0.32645
0.01612
distance between the populations being studied. We then con-
structed continent-level neighbour-joining trees from these
1
distance matrices to merge with the published supertree, as
described below and in the electronic supplementary material.
We included data from 12 linguistic phylogenies available for
download on D-PLACE, which had been pruned to only societies
BayesTraits
0.00191
0.02905
0.81965
0.02038
0.53215
0.08807
0.00311
0.02418
0.08403
0.51263
geny used in the construction of the supertree included at least
matriliny
0.02110
0.10952
0.09594
0.22234
0.46334
0.06909
0.00311
0.02418
0.13718
0.75392 outgroups. Detailed methods are included in the electronic sup-
plementary material. Then, we trimmed this large phylogeny
1
cattle domestication
animal husbandry
leather working
[19]
ref.
be horticultural
royalsocietypublishing.org/journal/rstb
D-PLACE Category from our
Ethnographic Atlas categorization D-PLACE type
Table 3. Contingency table of female-based descent and female-based see table S2 for full results). We conducted these x2 tests on
post-marital residence patterns. Here, the matrilocal category also includes both the 1291 populations in the Ethnographic Atlas and, to
other ethnographic classifications indicating female-based residence correct for Galton’s problem, on the Standard Cross-Cultural
patterns, such as avunculocal and uxorilocal residence. Sample of 186 populations (table 1; electronic supplementary
material, tables S1 and S2). Broadly speaking, we found that
matrilineal non-matrilineal total matrilineal descent was positively associated primarily with
other female-based aspects of the kinship system (matrilineal
matrilocal 110 88 198 inheritance of real and movable property, matrilocal resi-
non-matrilocal 47 1008 1055 dence and female-biased hereditary political succession)
and negatively associated with their male-based counterparts
total 157 1096 1253
(table 1; electronic supplementary material, table S1). In
addition, when we considered the full Ethnographic Atlas
the means and 95% confidence intervals of the computed rates dataset (1291 populations), matrilineal descent was positively
from the 20 runs of the dependent model for each trait combi- associated with extensive agriculture and female-biased
nation. We performed a Holm– Bonferroni correction for participation in agriculture, and negatively associated with
multiple hypothesis testing to determine the threshold for signifi- cows, large domestic animals and milking. However, these
cance for each test. Two traits (male-biased house construction associations were not significant for the 186 populations in
and female-biased house construction) did not converge in
the Standard Cross-Cultural Sample (table 1; electronic
BayesTraits and were omitted from these results.
supplementary material, table S1).
We conducted a similar analysis to identify cultural traits
that were significantly associated with matrilocal residence.
3. Results The same cultural traits that were associated with matriliny
(a) Tests of cultural trait association in the Standard Cross-Cultural Sample were also associated
It has been hypothesized that the evolution of matrilineal des- with matrilocal residence: matrilocal residence was signifi-
cent correlates with female-based post-marital residence; cantly positively associated with several female-biased
specifically, that matrilocal residence facilitates the transition patterns (e.g. inheritance of real/movable property and her-
to matrilineal descent in a population [2 –4]. In line with this editary political succession) and negatively associated with
hypothesis, we found that matrilineal descent often co- their male-biased counterparts (table 1; electronic supplemen-
occurred with matrilocal residence in D-PLACE populations, tary material, table S1). In addition, matrilocal residence was
with 70% of matrilineal populations also having matrilocal negatively associated with several subsistence-related traits,
residence, even though both characteristics are relatively rare such as intensive agriculture, plough cultivation, milking
across human populations (table 3). We tested this association and specialized metal working.
with a x2 test and found that it would be extremely unlikely for
this degree of co-occurrence between matriliny and matrilocal- (b) Tests for correlated evolution
ity to occur by chance ( p-value 2.8 10287). In addition, we used phylogenetically controlled analyses to
We repeated this process for each of the 126 binary cul- shed new light on existing hypotheses about the cultural fac-
tural traits that we coded from D-PLACE to determine tors that have been proposed to either foster or destabilize
whether they were significantly associated with matrilineal female-based descent and residence patterns (table 1). For
descent, patrilineal descent, matrilocal residence or patrilocal these analyses, we used four phylogenies—the global super-
residence (electronic supplementary material, table S1 and tree and Bantu, Austronesian and Indo-European language
trees (figure 2)—and we tested whether each of the binarized expected by chance in the Standard Cross-Cultural Sample, 7
cultural traits from D-PLACE showed correlated evolution we did not find evidence for correlated evolution between matri-
royalsocietypublishing.org/journal/rstb
with matrilineal descent, patrilineal descent, matrilocal resi- liny and any sex-biased economic specializations, including
dence or patrilocal residence (electronic supplementary metalworking (table 1; electronic supplementary material,
material, tables S1, S3, S4 and figures S1 –S7). These tests table S1). Matriliny is also hypothesized to be incompatible
allowed us to assess whether these kinship and residence with economic inequality—’power, property and prestige’ [2].
traits were evolving independently from other cultural traits We tested several traits related to economic inequality and
or whether the transition rates of one were significantly observed evidence for correlated evolution between matriliny
dependent on the state of the other trait (see electronic sup- and the existence of slavery in a population, with slavery increas-
plementary material, table S4 for full results). For example, ing the rates of transition between modes of descent. However,
under the prediction that matrilocality facilitates the emer- we did not find correlated evolution between matriliny and caste
gence of matriliny, we might expect to see an elevated rate or class systems across global populations. Interestingly, class
of transition from no matrilineal descent to matrilineal systems showed significant correlated evolution
descent in the presence of matrilocal residence. with matriliny and matrilocal residence only for the Bantu popu-
our global phylogenetic analysis suggests a different direc- Various aspects of subsistence strategy have been frequently
tionality from previously hypothesized. Murdock suggested hypothesized to associate with matriliny; in particular, the
that populations that were already matrilocal would be intensification of agricultural practices and the domestication
more likely to develop matrilineal descent systems [2,3]. of cows and other large animals have been predicted to destabi-
Contrary to this prediction, our results indicated that lize matriliny and promote the transition to patriliny [12,14,24].
matrilocal populations have a very low transition rate from In support of this hypothesis, we found significant evidence of
non-matrilineal to matrilineal systems (figure 3a). Instead, correlated evolution between matriliny and extensive agricul-
it appears more likely that populations transition first to ture—the practice of farming over a large land area with
matriliny and then subsequently to matrilocality. relatively small labour investment and low yields (figure 3d).
Daughter-biased investment has also been hypothesized to This type of agriculture system appeared to stabilize matriliny,
foster matriliny [13]. While we did not have a cultural variable as matriliny was lost more rapidly when extensive agriculture
to directly test the daughter-biased investment hypothesis, we was absent. However, across numerous tests, we found more
examined maternal inheritance of both real and movable statistical support for this suite of hypotheses when considering
property as a proxy. We found that both of these inheritance matrilocal residence instead of matrilineal descent. For example,
patterns form a stable state in combination with matriliny: matrilocal residence was more stable in the presence of female-
matrilineal descent and matrilineal inheritance were stable biased participation in agricultural practices (electronic sup-
together in the sense that there were low rates of evolutionary plementary material, tables S3 and S4), and matrilocal
transitions away from this combination, but one trait without residence was never gained in the presence of intensive agricul-
the other was not stable (figure 3b; electronic supplementary ture (figure 4). In addition, the combination of matrilocal
material, table S3). In addition, corroborating the results of residence with plough agriculture was not stable, and popu-
the association tests above, we found that both matrilineal lations with this combination appeared to quickly lose either
descent and matrilocal residence showed correlated ploughs or matrilocality. Moreover, populations almost never
evolution with other sex-biased aspects of the kinship transitioned to matrilocality once they acquired plough agricul-
system (matrilineal/patrilineal inheritance of real and movable ture (figure 4). We found a similar pattern for other agricultural
property, matrilocal/patrilocal residence and female/male- traits: matrilocal residence was not stable in combination with
biased hereditary political succession; figure 3c and table 1; large domestic animals, animal husbandry or milking
electronic supplementary material, tables S1, S3 and S4). (figure 4 and table 1; electronic supplementary material,
Other cultural aspects of family structure have been puta- tables S3 and S4). However, matrilocal residence was also
tively associated with female-based descent and residence: gained and lost rapidly without these associated traits, so the
polygamy is hypothesized to associate with matrilocality absence of agricultural and domestication practices did not
and matrilineal inheritance, exogamy is thought to destabi- fully stabilize post-marital matrilocal residence (figure 4).
lize matriliny and nuclear family structure is hypothesized The spread of cattle specifically has been hypothesized to
to be incompatible with matriliny [6–8]. We did not find sig- destabilize matriliny in Bantu populations [14,24]. We did not
nificant evidence for correlated evolution between matriliny observe correlated evolution between cows and matriliny on
and any of these factors in the global analysis, although we any scale. We did, however, observe significant correlated
found support for correlated evolution between matriliny evolution between cows and matrilocal residence, but only
and the presence of both matrilineal and patrilineal exoga- in the Bantu lineage; a matrilocal society was more likely to
mous groups (electronic supplementary material, tables S1, adopt cows than a non-matrilocal one, but then matrilocal
S3 and S4). In particular, matrilineal descent is stable in com- residence was quickly lost in the presence of cows (electronic
bination with matrilineal exogamous groups but not stable in supplementary material, tables S1 and S4).
combination with patrilineal exogamous groups.
Various forms of economic differentiation have also been
hypothesized to be incompatible with matriliny [2,5,7]. 4. Discussion
Although in the x2 analysis we found that matrilocal residence The long-term dynamics of matrilineal descent and matrilocal
and metalworking co-occurred less often than would be residence, including the factors contributing to their stability
Tswana
global supertree Ambo Bantu linguistic tree 8
Shona Kom
Turkana Widikum
Nama Bamum
Tsonga
royalsocietypublishing.org/journal/rstb
Sotho Bali Nyonga
Naro Bamileke
Ju/’hoan North Tiv
Luhya Bafia
Chewa Fang
Bisa Kundu
Mende
Lozi Kpe
Plateau Tonga Puku
Masa Duala
Lala
Yoruba Sanga
Bemba Ngumba
Zulu Kota
Xhosa Mpongwe
Bergdama
Herero Mitsogho
Ndebele Ndaka Babali
Kikuyu Plains Bira
matrilineal Ila
Luvale Bira
Chokwe Mbuti
Mossi Kumu
non-matrilineal Mambwe Ngombe
Masai
Djafun Budja
Afar Ngala
Yao Kuba
Gurage Ekonda
Amhara
Wolof Mongo
Tuareg Tetela
Algerians Dzing
Carolinians Sundi
Portuguese Pende
Trukese Greek
Lamotrek
Kumyk Mbala
French Canadian Luwa
Ifaluk Romanian Ndembu
Kosraeans Kalmyk
Czech Herero
Makin Spanish Mbundu
Rotumans Basque Luvale
Tikopia Bulgarian
Dutch Chokwe
Ontong Java North Ossetian Luba
Kapingamarangi Russian Songye
Tokelau Saami Kaonde
Ellice Byelorussians
Ukranian Garanganze
Raroians Chuvash Songola
Mangaians Hungarian Buye
Tongarevans Kazan tatar Tonga
Tahitians Estonian
Irish Lamba
Hawaiians Chechen Lala
Easter Islanders Lithuanian Bemba
Mangarevans Adygei Shila
Iranian
Marquesans Yusufzai Gusii
Futunans Sinhalese Toro
Rennell Islanders Balochi Nyoro
Sherpa
Niueans Punjabi Haya
Tongans Bengali Zinza
American Samoans Khasi Kerewe
Mbau Fijians Sindhi Vugusu
Tamil
Lifu Uzbek Gisu
Tannese Turkmen Soga
Eromangans Kazakh Ganda
Burusho
Seniang Hazara Rundi
Mota Udihe Ha
Ulawans Nganasan Bashi
Lau Cham Safwa
Tagbanua
Kwaio Moken Nyakyusa
Simboese Atayal Fipa
Choiseulese Balinese Pimbwe
Ami Turu
Kombe Puyuma
Aua Paiwan Sukuma
Lakalai Vietnamese Sumbwa
Burmese Bende
Manam Sugbuanon
Wogeo Merina Pokomo
Mekeo Malay Digo
Javanese Giriama
Motu Ifugao
Trobriands Thai Chagga
Dahuni Igorot Meru
Toraja Kikuyu
Bwaidoga Bunun
Dobuans Minangkabau Kamba
Molima Semang Sonjo
Waropen Kwaio Pare
Tikopia Ngulu
Midobi Onotong Java Zigula
Rotinese Nauru
Ambonese Simbo Luguru
Kei Hawaiian Kwere
Lakalai Kaguru
Tanimbarese Maori Gogo
Ili−Mandiri American Samoans
Tongans Rangi
Kodi Ellice Sangu
Sumbanese Yakut Bena
Palauans Mansi
Mongola Hehe
Chamorro Hezhen Ngoni
Toradja Negidal Nyasa
Macassarese Tu Makonde
Toba Batak Selkup
Japanese Yao
Malays Korean Shona
Minangkabau Buryat Tsonga
Iban Miao Ndebele
Javanese Khmer
Evenk Zulu
Cham Ket Xhosa
Moken Yukaghir Tswana
Merina Aleut
Shuswap Lozi
Badjau Tawi−Tawi Tlingit Venda
Kalinga Nivkh Makua
Ifugao Koryak
Chukchi Kunda
Sagada Tlicho Chewa
Tao Eastern Ojibwa Tumbuka
Bilaan Tsimshian
Yaqui
Subanun Mapuche
Manobo Pima
Sugbuanon Warao
Bisayan Yucatec Maya
Aymara
Tagbanua Wayuu
Hanunoo Embera
Paiwan Brazilian
Guna
Bunun Cherokee
Atayal Mixtec
Puyuma Zapotec
Ami Wichi
Guarani
Yekuana
Figure 2. The evolution of matrilineal and non-matrilineal lineages across multiple phylogenies. The tips of each tree show whether populations were coded as
matrilineal (green) or non-matrilineal (white). At each node, the probability that the common ancestor was matrilineal is represented by the fraction of the bar that
is green; a white bar indicates a small probability that the common ancestor at that node was matrilineal. The Indo-European tree does not include any matrilineal
populations and is not shown. For a discussion of the estimated ancestral states, see the electronic supplementary material.
9
(a) matrilineal descent and matrilocal (b) matrilineal descent and matrilineal
residence; p < 1 × 10–6 inheritance (real); p < 1 × 10–6
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no matrilineal 0.59 no matrilineal no matrilineal 0.25 no matrilineal
descent descent descent descent
no matrilocal matrilocal no matrilineal matrilineal
residence residence inheritance inheritance
20.13 35.64
(c) matrilineal descent and matrilineal (d) matrilineal descent and extensive
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Figure 3. The evolution of matrilineal descent is correlated with matrilocal residence, matrilineal inheritance and hereditary political succession, and extensive agri-
culture across a global supertree. We tested for correlated evolution between pairs of binary cultural traits, assessing whether the two traits were evolving independently
or whether the transition rates of one trait depended significantly on the state of the other trait. (a) Matrilineal descent was highly unstable without matrilocal resi-
dence. (b) Matrilineal descent was significantly correlated with matrilineal inheritance of real property, such that the presence of this trait was associated with an
increased rate of transition towards matrilineal descent. (c) Matrilineal populations without matrilineal hereditary political succession were unstable, and tended
to lose matrilineal descent. (d ) Matrilineal descent was lost more quickly in the absence of extensive agriculture. The predicted rate of transition between each
state is indicated by the numbers adjacent to each arrow, and the arrow thickness is scaled to the rate. Arrows with a rate of zero are indicated in black.
and loss, have been a focus of research since the late nine- results lend support to the hypothesis that daughter-biased
teenth century but only rarely studied in the context of the investment (using a proxy of wealth transmission through the
evolutionary relationships between populations [2–15,22]. maternal line) fosters matriliny [13], but we also note that matri-
Here, we take a worldwide view of the evolution of matrili- liny might in turn also foster maternal inheritance of wealth
neal descent and matrilocal residence patterns across (figure 3). In addition, these quantitative results suggest that
globally distributed populations, and we study the inter- female-biased cultural patterns of descent, inheritance and
actions between cultural traits while accounting for the residence might be parts of a suite of traits or a broader cultural
cultural non-independence of related populations. In particu- norm of female-based transmission rather than independently
lar, we test multiple hypotheses that have been proposed in evolving cultural traits. Our results also shed new light on
the literature that pinpoint cultural traits that might either Murdock’s hypothesis that matriliny evolves on the basis of
stabilize or destabilize patterns of matrilineal descent and prior matrilocality [2–4]: in contrast to Murdock’s prediction,
matrilocal residence (table 1). our evolutionary analysis indicates that it might not be uncom-
Taken together, our results indicate that only a subset of mon for matriliny to develop first, prompting a transition to
these hypotheses are supported by worldwide analyses to matrilocality (figure 3).
detect cultural trait associations or correlated evolution. For There is an intuition from previous literature that matriliny
matriliny in particular, our significant findings pointed to is a potentially unstable form of kinship system organization;
associations between matrilineal descent and other patterns of interestingly, our results appear to support this hypothesis in
cultural inheritance through the female line, such as female- the sense that most of our observed associations were negative
biased hereditary political succession, matrilocal residence (with the exceptions of the female-based inheritance patterns
and matrilineal inheritance of real and movable property mentioned above), with matriliny and matrilocality occurring
(table 1; electronic supplementary material, table S1). Our less often with other cultural traits than would be expected
(a) (b) 10
matrilocal residence and matrilocal residence and
large domestic animals; p = 2 × 10–6 intensive agriculture; p = 1 × 10–5
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no matrilocal 1.35 no matrilocal no matrilocal 1.54 no matrilocal
residence residence residence residence
no large large domestic no intensive intensive
domestic animals animals agriculture agriculture
0.42 1.26
0 0.01
matrilocal matrilocal matrilocal matrilocal
residence residence residence residence
no plough plough no milking milking
cultivation 6.87 cultivation 24.07
Figure 4. The evolution of matrilocal residence is correlated with the presence of large domestic animals, intensive agriculture, plough cultivation and milking on a
global scale. As above, we tested for correlated evolution between pairs of binary cultural traits to determine if the rate of transition of one trait was significantly
dependent on the state of the other trait. The presence of large domestic animals (a), intensive agriculture (b), plough cultivation (c) and milking (d ) all reduced the
rate of transition between types of residence system. Once gained, these traits seemed to preclude the evolution of female-based systems. Arrows are labelled with
predicted transition rates (also indicated by thickness).
by chance (electronic supplementary material, table S1, blue Another related hypothesis predicts that the ‘cow is the
cells). In particular, a number of hypotheses have linked the enemy of matriliny’ [14,24]. In testing this hypothesis, we
loss of matriliny to subsistence and economic factors, particu- found a negative association between cows and matriliny,
larly shifts from horticulture and relative economic equality and between cows and matrilocality, across the full dataset of
to intensifying agriculture, animal domestication and increas- 1291 populations. However, these associations were no longer
ing economic inequality [2,12]. In line with these hypotheses, significant when we accounted for the non-independence of
we found a stabilizing effect in which extensive agriculture populations, either by using the subset of populations in the
(as opposed to intensive agriculture) appeared to reduce the Standard Cross-Cultural Sample or by conducting phylogeneti-
rate of loss of matriliny (figure 3). However, we found no sig- cally controlled analyses (table 1, electronic supplementary
nificant association or correlated evolution between matriliny material, table S1). Earlier studies tested the specific hypothesis
and of the subsistence or economic factors hypothesized to that the domestication of cattle was correlated with a loss of
destabilize it [2,12,14,24]. Instead, we found significant associ- matriliny in Bantu populations [14,24]. We repeated these ana-
ations between these factors and matrilocality: for example, the lyses with a Bantu language phylogeny that included more
presence of intensive agriculture, animal husbandry, milking populations (101 compared to 68 in [14]). In this Bantu subset
or plough agriculture in a population all appeared to be of populations, we found significant evidence for correlated
unstable in combination with matrilocal residence. Many of evolution between cows and matrilocality ( p ¼ 3.1 1025),
these same trends were similar for matriliny but were not stat- but the observed correlated evolution between cows and matri-
istically significant; this might indicate that matrilocality has a liny was not significant when we corrected for multiple
stronger pattern of being destabilized by intensifying agricul- hypotheses ( p ¼ 0.00028). The significant association that we
ture or animal domestication than matriliny does, or it could observe between cows and post-marital residence patterns
simply suggest that we have more statistical power to detect could be an example of a lineage-specific evolutionary trend
this phenomenon in our larger sample of matrilocal [29] that is particularly salient in Bantu populations. Alterna-
populations. tively, since we observe significant associations between
matrilocality and other cultural traits that are related to domes- significant evidence of correlated evolution with other sex- 11
tication but not limited to cattle, such as animal husbandry, biased inheritance patterns and with traits related to intensive
royalsocietypublishing.org/journal/rstb
large animal domestication and milking, on a worldwide agriculture and animal domestication (electronic supplemen-
scale, it is possible that framing the hypothesis as the ‘cow is tary material, table S1). However, we found fewer significant
the enemy of matriliny’ limits our ability to detect similar pro- results with the Austronesian tree, with matrilineal descent
cesses that are occurring in societies that have domesticated correlated with matrilineal inheritance of property, residence
other large animals besides cattle. and political succession but no economic- or subsistence-
There are several caveats to this and any cross-cultural related cultural traits. This result warrants further investigation
analysis. Any subset of populations is likely to be not fully in the context of hypotheses that are tailored to this region; for
representative of the diversity of worldwide human popu- example, the ‘fish is the friend of matriliny’ hypothesis hinges
lations. Our two approaches for addressing Galton’s not just on the existence of fishing in a population but also on
problem (that related populations are not independent reef density [19], which might correspond to the relative effort
samples) make different sets of assumptions: using the Stan- investment required to catch fish. This nuanced view of fishing
dard Cross-Cultural Sample makes the assumption that is not captured in the Ethnographic Atlas, demonstrating a
those cultural traits are transmitted in a way that is well rep- analysis adds to the discussion of these hypotheses by
resented by the phylogeny (i.e. vertically transmitted). We proposing the direction of these associations across many cul-
constructed a global phylogeny from several regional tures and by hypothesizing whether they apply to descent,
language- and genetic-based phylogenies to maximize the post-marital residence, or both. Taken together, our analyses
number of matrilineal populations that could be studied in suggest that complex and nuanced factors contribute to the
a phylogenetic context. However, the matrilineal populations evolution of matriliny and matrilocality, and both are best
on this global phylogeny are spread out across the tree, studied in the rich cultural context of human populations.
making it difficult to evaluate the evolutionary patterns that
might occur among closely related populations that show evi-
dence of recent gains and losses of matriliny, such as those Data accessibility. We include all data and code analysed in this article as
electronic supplementary material.
clades with multiple matrilineal and non-matrilineal popu-
lations seen on the Bantu and Austronesian trees (figure 2). Authors’ contributions. N.C. conceived of the experiment. A.S. collected
data. A.S., K.T.S. and N.C. designed research, analysed data, made
This underscores the need to genotype populations more figures and wrote the manuscript.
broadly, with cultural diversity in mind. Competing interests. We declare we have no competing interests.
In addition, the results of our evolutionary analyses were Funding. Funding was provided by Vanderbilt University to A.S.,
generally similar between the global and Bantu trees, with K.T.S. and N.C., and by the Vanderbilt University Summer Research
matrilineal descent and matrilocal residence showing Program to A.S.
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