WealthPlan Investment Management, LLC

Position in MKL — Markel Group Inc.

CIK 1929986 OMAHA, NE

Position in MKL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$882,760

+$34,828 QoQ

Shares Held

452

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#472

of 924 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $2,024,036 across 4 Insurance - Property & Casualty names. MKL ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc. This page	452	$882,760
2	TRV	Travelers Companies, Inc.	1,339	$442,030
3	CINF	Cincinnati Financial Corp	2,029	$375,648
4	ALL	Allstate Corp	1,360	$323,598

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,760	452	+2.0%	Shares	Sole	2026-07-28
2026-03-31	$847,932	443	-5.3%	Shares	Sole	2026-04-29
2025-12-31	$1,006,035	468	-21.6%	Shares	Other	2026-02-05
2025-09-30	$1,141,081	597	+5.7%	Shares	Sole	2025-10-27
2025-06-30	$1,128,507	565	-3.4%	Shares	Other	2025-07-28
2025-03-31	$1,093,721	585	+27.2%	Shares	Other	2025-05-12
2024-12-31	$794,065	460	+11.1%	Shares	Sole	2025-01-30
2024-09-30	$649,392	414	+5.3%	Shares	Sole	2024-11-05
2024-06-30	$619,234	393	+67.9%	Shares	Sole	2024-08-09
2024-03-31	$356,026	234	-8.2%	Shares	Sole	2024-05-16
2023-12-31	$362,074	255	0.0%	Shares	Sole	2024-01-05
2023-09-30	$375,484	255	+127.7%	Shares	Sole	2023-11-15
2023-06-30	$154,916	112	-56.1%	Shares	Sole	2023-08-14
2023-03-31	$325,739	255	-7.3%	Shares	Sole	2023-05-08
2022-12-31	$362,309	275	-1.8%	Shares	Sole	2023-02-15
2022-09-30	$303,581	280	-3.1%	Shares	Sole	2022-12-12
2022-03-31	$426,344	289	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.