CAPTRUST Financial Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.3M | Buy |
25,753
+1,016
| +4% | +$2.06M | 0.09% | 203 |
|
|
2025
Q4 | $53.2M | Buy |
24,737
+16,900
| +216% | +$34.2M | 0.1% | 177 |
|
|
2025
Q3 | $15M | Sell |
7,837
-126
| -2% | -$247K | 0.03% | 383 |
|
|
2025
Q2 | $15.9M | Buy |
7,963
+227
| +3% | +$426K | 0.04% | 362 |
|
|
2025
Q1 | $14.5M | Buy |
7,736
+545
| +8% | +$1M | 0.04% | 353 |
|
|
2024
Q4 | $12.4M | Sell |
7,191
-1,802
| -20% | -$2.99M | 0.04% | 326 |
|
|
2024
Q3 | $14.1M | Buy |
8,993
+1,218
| +16% | +$1.91M | 0.04% | 305 |
|
|
2024
Q2 | $12.3M | Sell |
7,775
-341
| -4% | -$530K | 0.04% | 315 |
|
|
2024
Q1 | $12.3M | Sell |
8,116
-1,232
| -13% | -$1.81M | 0.05% | 305 |
|
|
2023
Q4 | $13.3M | Buy |
9,348
+585
| +7% | +$830K | 0.05% | 316 |
|
|
2023
Q3 | $12.9M | Sell |
8,763
-382
| -4% | -$559K | 0.05% | 287 |
|
|
2023
Q2 | $12.6M | Sell |
9,145
-1,538
| -14% | -$2.06M | 0.05% | 277 |
|
|
2023
Q1 | $13.6M | Buy |
10,683
+1,978
| +23% | +$2.63M | 0.06% | 237 |
|
|
2022
Q4 | $11.5M | Buy |
8,705
+16
| +0.2% | +$19.8K | 0.06% | 268 |
|
|
2022
Q3 | $9.42M | Buy |
8,689
+1,063
| +14% | +$1.3M | 0.05% | 278 |
|
|
2022
Q2 | $9.86M | Buy |
7,626
+899
| +13% | +$1.23M | 0.06% | 247 |
|
|
2022
Q1 | $9.92M | Sell |
6,727
-19
| -0.3% | -$24.5K | 0.06% | 241 |
|
|
2021
Q4 | $8.32M | Sell |
6,746
-22
| -0.3% | -$27.8K | 0.06% | 263 |
|
|
2021
Q3 | $8.09M | Sell |
6,768
-55
| -0.8% | -$67.8K | 0.07% | 242 |
|
|
2021
Q2 | $8.1M | Sell |
6,823
-60
| -0.9% | -$71.9K | 0.08% | 225 |
|
|
2021
Q1 | $7.84M | Sell |
6,883
-151
| -2% | -$163K | 0.08% | 211 |
|
|
2020
Q4 | $7.27M | Buy |
7,034
+174
| +3% | +$173K | 0.1% | 198 |
|
|
2020
Q3 | $6.62M | Sell |
6,860
-538
| -7% | -$546K | 0.11% | 182 |
|
|
2020
Q2 | $6.76M | Buy |
7,398
+119
| +2% | +$108K | 0.11% | 182 |
|
|
2020
Q1 | $6.45M | Sell |
7,279
-129
| -2% | -$148K | 0.14% | 159 |
|
|
2019
Q4 | $8.56M | Buy |
7,408
+742
| +11% | +$845K | 0.14% | 162 |
|
|
2019
Q3 | $7.88M | Sell |
6,666
-216
| -3% | -$245K | 0.28% | 79 |
|
|
2019
Q2 | $7.5M | Sell |
6,882
-5
| -0.1% | -$5.24K | 0.28% | 77 |
|
|
2019
Q1 | $6.86M | Buy |
6,887
+218
| +3% | +$221K | 0.28% | 72 |
|
|
2018
Q4 | $6.92M | Sell |
6,669
-284
| -4% | -$311K | 0.37% | 62 |
|
|
2018
Q3 | $8.26M | Sell |
6,953
-647
| -9% | -$761K | 0.37% | 54 |
|
|
2018
Q2 | $8.24M | Buy |
7,600
+479
| +7% | +$541K | 0.46% | 40 |
|
|
2018
Q1 | $8.26M | Sell |
7,121
-1,185
| -14% | -$1.33M | 0.51% | 32 |
|
|
2017
Q4 | $9.46M | Buy |
8,306
+578
| +7% | +$632K | 0.57% | 27 |
|
|
2017
Q3 | $8.48M | Buy |
+7,728
| New | +$7.99M | 0.64% | 22 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM
CAPTRUST Financial Advisors's MKL Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Markel Group (MKL) stake by 4.1% in Q1 2026, buying an estimated $2.06M and bringing the position to 25,753 shares worth $49.3M. The position accounts for 0.09% of the portfolio, ranked #203.
CAPTRUST Financial Advisors first reported a position in MKL in Q3 2017 and has held it in 35 quarters since. The position peaked at $53.2M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.
- CAPTRUST Financial Advisors held 25,753 shares of Markel Group worth $49.3M as of Q1 2026.
- CAPTRUST Financial Advisors bought 1,016 Markel Group shares in Q1 2026, an estimated $2.06M.
- Markel Group made up 0.09% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #203 holding.
- CAPTRUST Financial Advisors first reported a position in Markel Group in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Markel Group position peaked at $53.2M in Q4 2025.
- 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.