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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKL overviewAll 13F holders of MKLFull Q2 2026 holdings

Shares (Q2 2026)
8,072
Value
$15.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MKL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,072$15.8M<0.1%+939+13.2%AddedHolders
Q1 20267,133$13.7M<0.1%+183+2.6%AddedHolders
Q4 20256,950$14.9M<0.1%+711+11.4%AddedHolders
Q3 20256,239$11.9M<0.1%+458+7.9%AddedHolders
Q2 20255,781$11.5M<0.1%+180+3.2%AddedHolders
Q1 20255,601$10.5M<0.1%+401+7.7%AddedHolders
Q4 20245,200$8.98M<0.1%−384−6.9%ReducedHolders
Q3 20245,584$8.76M<0.1%+549+10.9%AddedHolders
Q2 20245,035$7.93M<0.1%+224+4.7%AddedHolders
Q1 20244,811$7.32M<0.1%+469+10.8%AddedHolders
Q4 20234,342$6.17M<0.1%+530+13.9%AddedHolders
Q3 20233,812$5.61M<0.1%+183+5.0%AddedHolders
Q2 20233,629$5.02M<0.1%+804+28.5%AddedHolders
Q1 20232,825$3.61M<0.1%−179−6.0%ReducedHolders
Q4 20223,004$3.96M<0.1%+134+4.7%AddedHolders
Q3 20222,870$3.11M<0.1%+568+24.7%AddedHolders
Q2 20222,302$2.98M<0.1%+849+58.4%AddedHolders
Q1 20221,453$2.14M<0.1%−31−2.1%ReducedHolders
Q4 20211,484$1.83M<0.1%+125+9.2%AddedHolders
Q3 20211,359$1.62M<0.1%+347+34.3%AddedHolders
Q2 20211,012$1.20M<0.1%+7+0.7%AddedHolders
Q1 20211,005$1.15M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.