Position in MKL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$169,911
-$23,410 QoQ
Shares Held
87
-13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#765
of 924 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $1,158,809 across 13 Insurance - Property & Casualty names. MKL ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
5,125 | $361,466 | |
| 2 | TRV |
Travelers Companies, Inc.
|
558 | $184,206 | |
| 3 | MKL |
Markel Group Inc.
This page
|
87 | $169,911 | |
| 4 | ALL |
Allstate Corp
|
439 | $104,455 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
305 | $100,592 | |
| 6 | PGR |
Progressive Corp/Oh/
|
451 | $98,520 | |
| 7 | L |
Loews Corp
|
585 | $66,227 | |
| 8 | CINF |
Cincinnati Financial Corp
|
215 | $39,805 |
All Filings in MKL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,911 | 87 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $193,321 | 101 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $238,611 | 111 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||