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

Capital Investment 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
2024 Q2	–	Sell	-145	Closed	-$221K	–	988
2024 Q1	$221K	Sell	145 -25	-15%	-$36.7K	0.02%	463
2023 Q4	$241K	Hold	170	–	–	0.02%	448
2023 Q3	$250K	Hold	170	–	–	0.02%	418
2023 Q2	$235K	Hold	170	–	–	0.02%	424
2023 Q1	$217K	Hold	170	–	–	0.03%	438
2022 Q4	$224K	Buy	+170	New	+$210K	0.03%	432
2022 Q3	–	Sell	-170	Closed	-$220K	–	841
2022 Q2	$220K	Hold	170	–	–	0.03%	426
2022 Q1	$251K	Buy	+170	New	+$220K	0.03%	425
2019 Q4	–	Sell	-98	Closed	-$116K	–	977
2019 Q3	$116K	Hold	98	–	–	0.03%	358
2019 Q2	$106K	Buy	98 +85	+654%	+$89.1K	0.03%	376
2019 Q1	$13K	Hold	13	–	–	﹤0.01%	785
2018 Q4	$13K	Buy	+13	New	+$14.2K	0.01%	748

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

DSA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Investment Advisory Services's MKL Position: Q2 2024 in Review

Capital Investment Advisory Services sold out of Markel Group (MKL) in Q2 2024, closing a stake of 145 shares — an estimated $221K sold.

Capital Investment Advisory Services first reported a position in MKL in Q4 2018 and held it in 12 quarters. The position peaked at $251K in Q1 2022. 810 funds tracked by Wall St. Rank hold MKL as of Q2 2024.

Capital Investment Advisory Services reported no remaining Markel Group position as of Q2 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 145 Markel Group shares in Q2 2024, an estimated $221K.
Capital Investment Advisory Services first reported a position in Markel Group in Q4 2018 and held it in 12 quarters.
Capital Investment Advisory Services's Markel Group position peaked at $251K in Q1 2022.
810 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.

Based on Capital Investment Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.