Cascades Capital Asset Management’s Markel Group MKL Stock Holding History

Cascades Capital Asset Management’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412K	Hold	211	–	–	0.15%	83
2026 Q1	$404K	Hold	211	–	–	0.17%	84
2025 Q4	$454K	Hold	211	–	–	0.19%	80
2025 Q3	$403K	Hold	211	–	–	0.18%	83
2025 Q2	$421K	Hold	211	–	–	0.22%	72
2025 Q1	$394K	Hold	211	–	–	0.21%	70
2024 Q4	$364K	Hold	211	–	–	0.19%	74
2024 Q3	$331K	Buy	+211	New	+$330K	0.18%	80

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Cascades Capital Asset Management's MKL Position: Q2 2026 in Review

Cascades Capital Asset Management held its Markel Group (MKL) position steady in Q2 2026 at 211 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #83.

Cascades Capital Asset Management first reported a position in MKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $454K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Cascades Capital Asset Management held 211 shares of Markel Group worth $412K as of Q2 2026.
Cascades Capital Asset Management left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.15% of Cascades Capital Asset Management's portfolio in Q2 2026, its #83 holding.
Cascades Capital Asset Management first reported a position in Markel Group in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's Markel Group position peaked at $454K in Q4 2025.
926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.