Capital Advisory Group Advisory Services’s Markel Group MKL Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-7	Closed	-$10K	–	368
2022 Q1	$10K	Buy	+7	New	+$9.04K	﹤0.01%	367
2021 Q4	–	Sell	-7	Closed	-$8K	–	362
2021 Q3	$8K	Hold	7	–	–	﹤0.01%	421
2021 Q2	$8K	Hold	7	–	–	﹤0.01%	421
2021 Q1	$8K	Sell	7 -5	-42%	-$5.39K	﹤0.01%	411
2020 Q4	$12K	Hold	12	–	–	0.01%	350
2020 Q3	$12K	Hold	12	–	–	0.01%	302
2020 Q2	$11K	Hold	12	–	–	0.01%	295
2020 Q1	$12K	Buy	+12	New	+$13.7K	0.01%	216
2019 Q4	–	Sell	-16	Closed	-$19K	–	328
2019 Q3	$19K	Hold	16	–	–	0.01%	213
2019 Q2	$17K	Hold	16	–	–	0.01%	232
2019 Q1	$16K	Buy	+16	New	+$16.2K	0.01%	234

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

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

DSA

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

Capital Advisory Group Advisory Services's MKL Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Markel Group (MKL) in Q2 2022, closing a stake of 7 shares — an estimated $10K sold.

Capital Advisory Group Advisory Services first reported a position in MKL in Q1 2019 and held it in 11 quarters. The position peaked at $19K in Q3 2019. 640 funds tracked by Wall St. Rank hold MKL as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Markel Group position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 7 Markel Group shares in Q2 2022, an estimated $10K.
Capital Advisory Group Advisory Services first reported a position in Markel Group in Q1 2019 and held it in 11 quarters.
Capital Advisory Group Advisory Services's Markel Group position peaked at $19K in Q3 2019.
640 funds tracked by Wall St. Rank held Markel Group as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.