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

Capital Asset 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
2026 Q1	$346K	Hold	176	–	–	0.01%	221
2025 Q4	$375K	Hold	176	–	–	0.02%	206
2025 Q3	$336K	Hold	176	–	–	0.01%	224
2025 Q2	$351K	Sell	176 -6	-3%	-$11.3K	0.02%	211
2025 Q1	$342K	Sell	182 -2	-1%	-$3.68K	0.02%	206
2024 Q4	$315K	Hold	184	–	–	0.02%	243
2024 Q3	$287K	Hold	184	–	–	0.01%	256
2024 Q2	$286K	Hold	184	–	–	0.02%	256
2024 Q1	$278K	Buy	+184	New	+$270K	0.02%	255
2021 Q1	–	Sell	-7	Closed	-$7K	–	1164
2020 Q4	$7K	Buy	+7	New	+$6.98K	﹤0.01%	1181

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 Asset Advisory Services's MKL Position: Q1 2026 in Review

Capital Asset Advisory Services held its Markel Group (MKL) position steady in Q1 2026 at 176 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #221.

Capital Asset Advisory Services first reported a position in MKL in Q4 2020 and has held it in 10 quarters since. The position peaked at $375K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Capital Asset Advisory Services held 176 shares of Markel Group worth $346K as of Q1 2026.
Capital Asset Advisory Services left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #221 holding.
Capital Asset Advisory Services first reported a position in Markel Group in Q4 2020 and has held it in 10 quarters since.
Capital Asset Advisory Services's Markel Group position peaked at $375K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.