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

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DSA
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Baillie Gifford & Co
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DC
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