GoalVest Advisory LLC

Position in MKL — Markel Group Inc.

CIK 1839307 NEW YORK, NY

Position in MKL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$17,577

+$351 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#859

of 924 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names. MKL ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	410	$75,907
2	CB	Chubb Ltd	135	$45,999
3	MKL	Markel Group Inc. This page	9	$17,577
4	PGR	Progressive Corp/Oh/	70	$15,291
5	ORI	Old Republic International Corp	97	$3,969
6	WRB	Berkley W R Corp	17	$1,199

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,577	9	0.0%	Shares	Sole	2026-07-09
2026-03-31	$17,226	9	-55.0%	Shares	Sole	2026-04-13
2025-12-31	$42,992	20	0.0%	Shares	Sole	2026-01-05
2025-09-30	$38,227	20	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.