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Caprock Group’s Markel Group MKL Stock Holding History

Caprock Group’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 		$922K Buy
472
+20
+4% +$37.3K 0.02% 651
2026
Q1 		$865K Sell
452
-258
-36% -$524K 0.02% 580
2025
Q4 		$1.53M Buy
710
+31
+5% +$62.8K 0.03% 468
2025
Q3 		$1.33M Buy
+679
New +$1.33M 0.03% 473
2025
Q1 		$772K Sell
413
-30
-7% -$55.2K 0.02% 552
2024
Q4 		$765K Sell
443
-81
-15% -$134K 0.03% 498
2024
Q3 		$822K Sell
524
-43
-8% -$67.3K 0.03% 439
2024
Q2 		$893K Buy
+567
New +$880K 0.04% 395

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 $3.37T AUM 44.26% 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

Caprock Group's MKL Position: Q2 2026 in Review

Caprock Group increased its Markel Group (MKL) stake by 4.4% in Q2 2026, buying an estimated $37.3K and bringing the position to 472 shares worth $922K. The position accounts for 0.02% of the portfolio, ranked #651.

Caprock Group first reported a position in MKL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Caprock Group held 472 shares of Markel Group worth $922K as of Q2 2026.
  • Caprock Group bought 20 Markel Group shares in Q2 2026, an estimated $37.3K.
  • Markel Group made up 0.02% of Caprock Group's portfolio in Q2 2026, its #651 holding.
  • Caprock Group first reported a position in Markel Group in Q2 2024 and has held it in 8 quarters since.
  • Caprock Group's Markel Group position peaked at $1.53M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.