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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
Q2 		$170K Sell
87
-14
-14% -$26.1K ﹤0.01% 381
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Cassaday & Co Wealth Management's MKL Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Markel Group (MKL) stake by 14% in Q2 2026, selling an estimated $26.1K and leaving 87 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Cassaday & Co Wealth Management first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Cassaday & Co Wealth Management held 87 shares of Markel Group worth $170K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 14 Markel Group shares in Q2 2026, an estimated $26.1K.
  • Markel Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Cassaday & Co Wealth Management first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Markel Group position peaked at $239K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.