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Capital Investment Advisors’s Markel Group MKL Stock Holding History

Capital Investment Advisors’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 		– Sell
-125
Closed -$239K – 802
2026
Q1 		$239K Sell
125
-46
-27% -$93.4K ﹤0.01% 668
2025
Q4 		$368K Buy
+171
New +$346K 0.01% 545

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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 Investment Advisors's MKL Position: Q2 2026 in Review

Capital Investment Advisors sold out of Markel Group (MKL) in Q2 2026, closing a stake of 125 shares — an estimated $239K sold.

Capital Investment Advisors first reported a position in MKL in Q4 2025 and held it in 2 quarters. The position peaked at $368K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Capital Investment Advisors reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 125 Markel Group shares in Q2 2026, an estimated $239K.
  • Capital Investment Advisors first reported a position in Markel Group in Q4 2025 and held it in 2 quarters.
  • Capital Investment Advisors's Markel Group position peaked at $368K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.