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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
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 $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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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 Investment Advisors's MKL Position: Q1 2026 in Review

Capital Investment Advisors reduced its Markel Group (MKL) stake by 27% in Q1 2026, selling an estimated $93.4K and leaving 125 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Capital Investment Advisors first reported a position in MKL in Q4 2025 and has held it in 2 quarters since. The position peaked at $368K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Capital Investment Advisors held 125 shares of Markel Group worth $239K as of Q1 2026.
  • Capital Investment Advisors sold 46 Markel Group shares in Q1 2026, an estimated $93.4K.
  • Markel Group made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #668 holding.
  • Capital Investment Advisors first reported a position in Markel Group in Q4 2025 and has held it in 2 quarters since.
  • Capital Investment Advisors's Markel Group position peaked at $368K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.