Asset Dedication LLC’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.74K | Sell |
3
-8
| -73% | -$16.2K | ﹤0.01% | 840 |
|
|
2025
Q4 | $23.6K | Hold |
11
| – | – | ﹤0.01% | 637 |
|
|
2025
Q3 | $21K | Hold |
11
| – | – | ﹤0.01% | 672 |
|
|
2025
Q2 | $22K | Hold |
11
| – | – | ﹤0.01% | 672 |
|
|
2025
Q1 | $20.6K | Hold |
11
| – | – | ﹤0.01% | 640 |
|
|
2024
Q4 | $19K | Hold |
11
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $17.3K | Hold |
11
| – | – | ﹤0.01% | 716 |
|
|
2024
Q2 | $17.3K | Hold |
11
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $17K | Sell |
11
-8
| -42% | -$11.7K | ﹤0.01% | 615 |
|
|
2023
Q4 | $26K | Hold |
19
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $28K | Hold |
19
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $26K | Buy |
19
+8
| +73% | +$10.7K | ﹤0.01% | 522 |
|
|
2023
Q1 | $14K | Hold |
11
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $15K | Hold |
11
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $12K | Buy |
+11
| New | +$13.4K | ﹤0.01% | 600 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$16K | – | 793 |
|
|
2022
Q1 | $16K | Hold |
11
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $14K | Sell |
11
-9
| -45% | -$11.4K | ﹤0.01% | 600 |
|
|
2021
Q3 | $25K | Buy |
20
+3
| +18% | +$3.7K | ﹤0.01% | 520 |
|
|
2021
Q2 | $20K | Buy |
17
+8
| +89% | +$9.59K | ﹤0.01% | 527 |
|
|
2021
Q1 | $10K | Hold |
9
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $9K | Hold |
9
| – | – | ﹤0.01% | 541 |
|
|
2020
Q2 | $8K | Hold |
9
| – | – | ﹤0.01% | 486 |
|
|
2020
Q1 | $8K | Hold |
9
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $10K | Hold |
9
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $11K | Hold |
9
| – | – | ﹤0.01% | 439 |
|
|
2019
Q2 | $10K | Hold |
9
| – | – | ﹤0.01% | 426 |
|
|
2019
Q1 | $9K | Hold |
9
| – | – | ﹤0.01% | 463 |
|
|
2018
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $11K | Hold |
9
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $10K | Hold |
9
| – | – | ﹤0.01% | 446 |
|
|
2018
Q1 | $11K | Hold |
9
| – | – | 0.01% | 368 |
|
|
2017
Q4 | $10K | Buy |
+9
| New | +$9.84K | ﹤0.01% | 358 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM
Asset Dedication LLC's MKL Position: Q1 2026 in Review
Asset Dedication LLC reduced its Markel Group (MKL) stake by 73% in Q1 2026, selling an estimated $16.2K and leaving 3 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #840.
Asset Dedication LLC first reported a position in MKL in Q4 2017 and has held it in 33 quarters since. The position peaked at $28K in Q3 2023. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- Asset Dedication LLC held 3 shares of Markel Group worth $5.74K as of Q1 2026.
- Asset Dedication LLC sold 8 Markel Group shares in Q1 2026, an estimated $16.2K.
- Markel Group made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #840 holding.
- Asset Dedication LLC first reported a position in Markel Group in Q4 2017 and has held it in 33 quarters since.
- Asset Dedication LLC's Markel Group position peaked at $28K in Q3 2023.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.