American Capital Advisory’s Markel Group MKL Stock Holding History

American Capital Advisory’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	$1.8M	Hold	922	–	–	0.66%	26
2026 Q1	$1.76M	Sell	922 -15	-2%	-$30.4K	0.71%	27
2025 Q4	$2.01M	Sell	937 -22	-2%	-$44.6K	0.87%	26
2025 Q3	$1.83M	Sell	959 -28	-3%	-$54.9K	0.85%	27
2025 Q2	$1.97M	Sell	987 -252	-20%	-$473K	0.99%	22
2025 Q1	$2.32M	Sell	1,239 -333	-21%	-$613K	1.25%	15
2024 Q4	$2.71M	Sell	1,572 -49	-3%	-$81.3K	1.5%	12
2024 Q3	$2.54M	Sell	1,621 -340	-17%	-$532K	1.47%	12
2024 Q2	$2.78M	Buy	1,961 +49	+3%	+$76.1K	1.99%	10
2024 Q1	$2.44M	Sell	1,912 -49	-2%	-$71.8K	2.13%	8
2023 Q4	$2.78M	Buy	+1,961	New	+$2.78M	1.99%	10

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

American Capital Advisory's MKL Position: Q2 2026 in Review

American Capital Advisory held its Markel Group (MKL) position steady in Q2 2026 at 922 shares worth $1.8M. The position accounts for 0.66% of the portfolio, ranked #26.

American Capital Advisory first reported a position in MKL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q2 2024. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

American Capital Advisory held 922 shares of Markel Group worth $1.8M as of Q2 2026.
American Capital Advisory left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.66% of American Capital Advisory's portfolio in Q2 2026, its #26 holding.
American Capital Advisory first reported a position in Markel Group in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Markel Group position peaked at $2.78M in Q2 2024.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.