Creative Planning

Position in MKL — Markel Group Inc.

CIK 1540235 OVERLAND PARK, KS

Position in MKL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$13,653,060

-$1,287,006 QoQ

Shares Held

7,133

+2.6% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.43459974765175946.ToString("F0")% Shared 0.ToString("F0")% None 99.56540025234824.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $286,763,521 across 34 Insurance - Property & Casualty names. MKL ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	207,902	$67,761,498
2	TRV	Travelers Companies, Inc.	141,423	$41,250,260
3	PGR	Progressive Corp/Oh/	134,965	$26,755,461
4	ALL	Allstate Corp	118,130	$24,493,074
5	CINF	Cincinnati Financial Corp	126,195	$19,856,783
6	MKL	Markel Group Inc. This page	7,133	$13,653,060
7	CNA	Cna Financial Corp	220,035	$10,104,007
8	WTM	White Mountains Insurance Group Ltd	4,049	$8,895,491

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,653,060	7,133	+2.6%	Shares	Defined	2026-05-12
2025-12-31	$14,940,066	6,950	+11.4%	Shares	Sole	2026-02-17
2025-09-30	$11,924,974	6,239	+7.9%	Shares	Defined	2025-11-14
2025-06-30	$11,546,737	5,781	+3.2%	Shares	Defined	2025-08-08
2025-03-31	$10,471,684	5,601	+7.7%	Shares	Sole	2025-05-15
2024-12-31	$8,976,395	5,200	-6.9%	Shares	Defined	2025-02-14
2024-09-30	$8,758,949	5,584	+10.9%	Shares	Defined	2024-10-11
2024-06-30	$7,933,443	5,035	+4.7%	Shares	Defined	2024-08-15
2024-03-31	$7,319,840	4,811	+10.8%	Shares	Defined	2024-05-13
2023-12-31	$6,165,205	4,342	+13.9%	Shares	Defined	2024-02-14
2023-09-30	$5,613,131	3,812	+5.0%	Shares	Defined	2023-11-16
2023-06-30	$5,019,560	3,629	+28.5%	Shares	Defined	2023-07-21
2023-03-31	$3,608,682	2,825	-6.0%	Shares	Sole	2023-05-15
2022-12-31	$3,957,739	3,004	+4.7%	Shares	Sole	2023-02-10
2022-09-30	$3,111,711	2,870	+24.7%	Shares	Sole	2022-11-03
2022-06-30	$2,977,061	2,302	+58.4%	Shares	Sole	2022-08-15
2022-03-31	$2,143,523	1,453	-2.1%	Shares	Sole	2022-05-16
2021-12-31	$1,831,256	1,484	+9.2%	Shares	Sole	2022-02-11
2021-09-30	$1,624,181	1,359	+34.3%	Shares	Sole	2021-11-10
2021-06-30	$1,200,950	1,012	+0.7%	Shares	Sole	2021-08-04
2021-03-31	$1,145,318	1,005	+17.4%	Shares	Sole	2021-04-30
2020-12-31	$884,504	856	-8.2%	Shares	Sole	2021-01-29
2020-09-30	$907,488	932	+7.5%	Shares	Sole	2020-11-05
2020-06-30	$800,388	867	-15.2%	Shares	Sole	2020-07-23
2020-03-31	$949,231	1,023	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.