Cape Investment Advisory’s Markel Group MKL Stock Holding History

Cape Investment 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
2023 Q2	–	Sell	-3	Closed	-$3.83K	–	952
2023 Q1	$3.83K	Buy	+3	New	+$3.98K	﹤0.01%	727

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

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

Cape Investment Advisory's MKL Position: Q2 2023 in Review

Cape Investment Advisory sold out of Markel Group (MKL) in Q2 2023, closing a stake of 3 shares — an estimated $3.83K sold.

Cape Investment Advisory first reported a position in MKL in Q1 2023 and held it in 1 quarter. The position peaked at $3.83K in Q1 2023. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

Cape Investment Advisory reported no remaining Markel Group position as of Q2 2023 after selling out during the quarter.
Cape Investment Advisory sold 3 Markel Group shares in Q2 2023, an estimated $3.83K.
Cape Investment Advisory first reported a position in Markel Group in Q1 2023 and held it in 1 quarter.
Cape Investment Advisory's Markel Group position peaked at $3.83K in Q1 2023.
699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.