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Cassaday & Co Wealth Management’s Markel Group MKL Stock Holding History

Cassaday & Co Wealth 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
Q1 		$193K Sell
101
-10
-9% -$20.3K ﹤0.01% 348
2025
Q4 		$239K Buy
+111
New +$225K 0.01% 317

Other funds holding MKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Cassaday & Co Wealth Management's MKL Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Markel Group (MKL) stake by 9% in Q1 2026, selling an estimated $20.3K and leaving 101 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Cassaday & Co Wealth Management first reported a position in MKL in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Cassaday & Co Wealth Management held 101 shares of Markel Group worth $193K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 10 Markel Group shares in Q1 2026, an estimated $20.3K.
  • Markel Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Cassaday & Co Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Markel Group position peaked at $239K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.