Position in MKL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$804,640
-$87,316 QoQ
Shares Held
412
-11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#487
of 924 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. MKL ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,393 | $1,837,610 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,240 | $1,581,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,564 | $1,506,667 | |
| 4 | ALL |
Allstate Corp
|
4,777 | $1,136,639 | |
| 5 | MKL |
Markel Group Inc.
This page
|
412 | $804,640 | |
| 6 | L |
Loews Corp
|
6,825 | $772,658 | |
| 7 | AIZ |
Assurant, Inc.
|
2,114 | $567,671 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2,473 | $457,851 |
All Filings in MKL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,640 | 412 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $891,956 | 466 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,322,033 | 615 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,154,461 | 604 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,128,508 | 565 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $803,932 | 430 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $630,073 | 365 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $428,222 | 273 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||