Capital Advisors Inc’s Markel Group MKL Stock Holding History

Capital Advisors Inc’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
2025 Q3	–	Sell	-229	Closed	-$458K	–	353
2025 Q2	$458K	Buy	+229	New	+$429K	0.01%	206

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DSA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Advisors Inc's MKL Position: Q3 2025 in Review

Capital Advisors Inc sold out of Markel Group (MKL) in Q3 2025, closing a stake of 229 shares — an estimated $458K sold.

Capital Advisors Inc first reported a position in MKL in Q2 2025 and held it in 1 quarter. The position peaked at $458K in Q2 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

Capital Advisors Inc reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
Capital Advisors Inc sold 229 Markel Group shares in Q3 2025, an estimated $458K.
Capital Advisors Inc first reported a position in Markel Group in Q2 2025 and held it in 1 quarter.
Capital Advisors Inc's Markel Group position peaked at $458K in Q2 2025.
851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Capital Advisors Inc's 13F filing for Q3 2025, filed 21 Oct 2025.