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Capital Performance Advisors’s Markel Group MKL Stock Holding History

Capital Performance 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
2025
Q2 		– Sell
-149
Closed -$279K – 301
2025
Q1 		$279K Buy
+149
New +$274K 0.06% 171
2024
Q4 		– Sell
-9
Closed -$14.1K – 1665
2024
Q3 		$14.1K Buy
+9
New +$14.1K ﹤0.01% 706

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Performance Advisors's MKL Position: Q2 2025 in Review

Capital Performance Advisors sold out of Markel Group (MKL) in Q2 2025, closing a stake of 149 shares — an estimated $279K sold.

Capital Performance Advisors first reported a position in MKL in Q3 2024 and held it in 2 quarters. The position peaked at $279K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Capital Performance Advisors reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 149 Markel Group shares in Q2 2025, an estimated $279K.
  • Capital Performance Advisors first reported a position in Markel Group in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Markel Group position peaked at $279K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Capital Performance Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.