CA
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CoreCap Advisors’s Markel Group MKL Stock Holding History

CoreCap 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
2026
Q1 		– Sell
-2
Closed -$4.3K – 3018
2025
Q4 		$4.3K Buy
+2
New +$4.05K ﹤0.01% 2260
2025
Q3 		– Sell
-5
Closed -$9.99K – 2902
2025
Q2 		$9.99K Sell
5
-8
-62% -$15K ﹤0.01% 1871
2025
Q1 		$24.3K Buy
13
+12
+1,200% +$22.1K ﹤0.01% 1457
2024
Q4 		$1.73K Sell
1
-5
-83% -$8.3K ﹤0.01% 2269
2024
Q3 		$9.41K Buy
+6
New +$9.39K ﹤0.01% 1810
2024
Q2 		– Sell
-1
Closed -$1.52K – 2235
2024
Q1 		$1.52K Buy
+1
New +$1.47K ﹤0.01% 2169
2022
Q3 		– Sell
-1
Closed -$1K – 1462
2022
Q2 		$1K Buy
+1
New +$1.37K ﹤0.01% 2018

Other funds holding MKL

BlackRock
BlackRock New York $5.7T 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
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
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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