Capital Advisors Ltd’s Markel Group MKL Stock Holding History

Capital Advisors Ltd’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	$20K	Hold	10	–	–	﹤0.01%	689
2026 Q1	$19K	Hold	10	–	–	﹤0.01%	684
2025 Q4	$21K	Hold	10	–	–	﹤0.01%	644
2025 Q3	$19K	Hold	10	–	–	﹤0.01%	661
2025 Q2	$20K	Hold	10	–	–	﹤0.01%	627
2025 Q1	$19K	Hold	10	–	–	﹤0.01%	619
2024 Q4	$17K	Hold	10	–	–	﹤0.01%	645
2024 Q3	$16K	Hold	10	–	–	﹤0.01%	653
2024 Q2	$16K	Hold	10	–	–	﹤0.01%	635
2024 Q1	$15K	Hold	10	–	–	﹤0.01%	641
2023 Q4	$14K	Hold	10	–	–	﹤0.01%	630
2023 Q3	$15K	Hold	10	–	–	﹤0.01%	606
2023 Q2	$14K	Hold	10	–	–	﹤0.01%	631
2023 Q1	$13K	Hold	10	–	–	﹤0.01%	517
2022 Q4	$13K	Buy	10 +8	+400%	+$9.9K	﹤0.01%	516
2022 Q3	$2K	Buy	+2	New	+$2.44K	﹤0.01%	869

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

Capital Advisors Ltd's MKL Position: Q2 2026 in Review

Capital Advisors Ltd held its Markel Group (MKL) position steady in Q2 2026 at 10 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Capital Advisors Ltd first reported a position in MKL in Q3 2022 and has held it in 16 quarters since. The position peaked at $21K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Capital Advisors Ltd held 10 shares of Markel Group worth $20K as of Q2 2026.
Capital Advisors Ltd left its Markel Group share count unchanged in Q2 2026.
Markel Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #689 holding.
Capital Advisors Ltd first reported a position in Markel Group in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Markel Group position peaked at $21K in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.