Capco Asset Management’s Markel Group MKL Stock Holding History

Capco 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 Q1	$49.5M	Sell	25,839 -255	-1%	-$518K	13.49%	3
2025 Q4	$56.1M	Sell	26,094 -458	-2%	-$928K	13.72%	2
2025 Q3	$50.7M	Sell	26,552 -487	-2%	-$955K	11.83%	2
2025 Q2	$54M	Sell	27,039 -133	-0.5%	-$249K	11.36%	2
2025 Q1	$50.8M	Sell	27,172 -834	-3%	-$1.53M	12.02%	3
2024 Q4	$48.3M	Sell	28,006 -502	-2%	-$833K	10.87%	3
2024 Q3	$44.7M	Sell	28,508 -256	-0.9%	-$401K	10.34%	4
2024 Q2	$45.3M	Buy	28,764 +432	+2%	+$671K	10.72%	4
2024 Q1	$43.1M	Sell	28,332 -571	-2%	-$837K	10.34%	4
2023 Q4	$41M	Sell	28,903 -422	-1%	-$599K	9.85%	5
2023 Q3	$43.2M	Buy	29,325 +38	+0.1%	+$55.6K	11.2%	4
2023 Q2	$40.5M	Sell	29,287 -219	-0.7%	-$294K	10.43%	4
2023 Q1	$37.7M	Sell	29,506 -1,540	-5%	-$2.05M	9.86%	5
2022 Q4	$40.9M	Buy	31,046 +2,573	+9%	+$3.18M	11.56%	3
2022 Q3	$30.9M	Buy	28,473 +130	+0.5%	+$159K	10.35%	4
2022 Q2	$36.7M	Buy	28,343 +530	+2%	+$727K	11.06%	2
2022 Q1	$41M	Buy	27,813 +4,517	+19%	+$5.84M	10.58%	4
2021 Q4	$28.7M	Buy	23,296 +3,189	+16%	+$4.02M	7.93%	7
2021 Q3	$24M	Buy	20,107 +8,891	+79%	+$11M	7.04%	7
2021 Q2	$13.3M	Buy	+11,216	New	+$13.4M	3.9%	12

Other funds holding MKL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return