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 Q2	$344K	Hold	176	–	–	0.01%	259
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 $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 $3.38T AUM 44.17% 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 Asset Advisory Services's MKL Position: Q2 2026 in Review

Capital Asset Advisory Services held its Markel Group (MKL) position steady in Q2 2026 at 176 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #259.

Capital Asset Advisory Services first reported a position in MKL in Q4 2020 and has held it in 11 quarters since. The position peaked at $375K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Capital Asset Advisory Services held 176 shares of Markel Group worth $344K as of Q2 2026.
Capital Asset Advisory Services left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #259 holding.
Capital Asset Advisory Services first reported a position in Markel Group in Q4 2020 and has held it in 11 quarters since.
Capital Asset Advisory Services's Markel Group position peaked at $375K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.