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 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 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 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 New York $19.5B AUM 17.33% 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

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

Caprock Group's MKL Position: Q1 2026 in Review

Caprock Group reduced its Markel Group (MKL) stake by 36% in Q1 2026, selling an estimated $524K and leaving 452 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #580.

Caprock Group first reported a position in MKL in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Caprock Group held 452 shares of Markel Group worth $865K as of Q1 2026.
Caprock Group sold 258 Markel Group shares in Q1 2026, an estimated $524K.
Markel Group made up 0.02% of Caprock Group's portfolio in Q1 2026, its #580 holding.
Caprock Group first reported a position in Markel Group in Q2 2024 and has held it in 7 quarters since.
Caprock Group's Markel Group position peaked at $1.53M in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.