Capital Analysts LLC’s Markel Group MKL Stock Holding History

Capital Analysts LLC’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	$100K	Hold	52	–	–	﹤0.01%	795
2025 Q4	$112K	Hold	52	–	–	﹤0.01%	740
2025 Q3	$99K	Hold	52	–	–	﹤0.01%	737
2025 Q2	$104K	Hold	52	–	–	﹤0.01%	659
2025 Q1	$97K	Sell	52 -8	-13%	-$14.7K	﹤0.01%	649
2024 Q4	$104K	Hold	60	–	–	﹤0.01%	605
2024 Q3	$94K	Hold	60	–	–	﹤0.01%	592
2024 Q2	$95K	Hold	60	–	–	﹤0.01%	584
2024 Q1	$91K	Buy	60 +3	+5%	+$4.4K	﹤0.01%	563
2023 Q4	$81K	Hold	57	–	–	﹤0.01%	569
2023 Q3	$84K	Hold	57	–	–	﹤0.01%	517
2023 Q2	$79K	Hold	57	–	–	﹤0.01%	509
2023 Q1	$73K	Hold	57	–	–	﹤0.01%	520
2022 Q4	$75K	Hold	57	–	–	﹤0.01%	553
2022 Q3	$62K	Buy	57 +4	+8%	+$4.88K	﹤0.01%	529
2022 Q2	$69K	Buy	53 +10	+23%	+$13.7K	﹤0.01%	491
2022 Q1	$63K	Buy	+43	New	+$55.5K	﹤0.01%	516

Other funds holding MKL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DSA

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

Select Equity Group New York $19.5B 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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VLKIM

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

Capital Analysts LLC's MKL Position: Q1 2026 in Review

Capital Analysts LLC held its Markel Group (MKL) position steady in Q1 2026 at 52 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Capital Analysts LLC first reported a position in MKL in Q1 2022 and has held it in 17 quarters since. The position peaked at $112K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Capital Analysts LLC held 52 shares of Markel Group worth $100K as of Q1 2026.
Capital Analysts LLC left its Markel Group share count unchanged in Q1 2026.
Markel Group made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #795 holding.
Capital Analysts LLC first reported a position in Markel Group in Q1 2022 and has held it in 17 quarters since.
Capital Analysts LLC's Markel Group position peaked at $112K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.