Capstone Investment Advisors
MKL icon

Capstone Investment Advisors’s Markel Group MKL Stock Holding History

Capstone 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
2025
Q1 		– Sell
-2,693
Closed -$4.65M – 1692
2024
Q4 		$4.65M Buy
+2,693
New +$4.47M 0.01% 575
2023
Q4 		– Sell
-1,045
Closed -$1.54M – 2280
2023
Q3 		$1.54M Buy
+1,045
New +$1.53M 0.01% 819
2017
Q3 		– Sell
-500
Closed -$487K – 665
2017
Q2 		$487K Buy
+500
New +$485K 0.01% 418
2016
Q3 		– Sell
-796
Closed -$758K – 853
2016
Q2 		$758K Buy
796
+163
+26% +$152K 0.01% 405
2016
Q1 		$564K Buy
633
+33
+6% +$28.4K 0.02% 402
2015
Q4 		$530K Buy
+600
New +$522K 0.01% 337

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capstone Investment Advisors's MKL Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Markel Group (MKL) in Q1 2025, closing a stake of 2,693 shares — an estimated $4.65M sold.

Capstone Investment Advisors first reported a position in MKL in Q4 2015 and held it in 6 quarters. The position peaked at $4.65M in Q4 2024. 853 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,693 Markel Group shares in Q1 2025, an estimated $4.65M.
  • Capstone Investment Advisors first reported a position in Markel Group in Q4 2015 and held it in 6 quarters.
  • Capstone Investment Advisors's Markel Group position peaked at $4.65M in Q4 2024.
  • 853 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.