CPA
MKL icon

Court Place Advisors’s Markel Group MKL Stock Holding History

Court Place 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
Q3 		$6.22M Sell
3,254
-45
-1% -$88.2K 1.87% 17
2025
Q2 		$6.59M Sell
3,299
-8
-0.2% -$15K 2.07% 11
2025
Q1 		$6.18M Sell
3,307
-8
-0.2% -$14.7K 2.05% 13
2024
Q4 		$5.72M Sell
3,315
-143
-4% -$237K 1.86% 15
2024
Q3 		$5.42M Sell
3,458
-58
-2% -$90.8K 1.58% 17
2024
Q2 		$5.54M Buy
3,516
+68
+2% +$106K 1.74% 13
2024
Q1 		$5.25M Buy
3,448
+376
+12% +$551K 1.69% 12
2023
Q4 		$4.36M Buy
3,072
+93
+3% +$132K 1.43% 16
2023
Q3 		$4.39M Sell
2,979
-19
-0.6% -$27.8K 1.56% 14
2023
Q2 		$4.15M Sell
2,998
-62
-2% -$83.1K 1.45% 15
2023
Q1 		$3.91M Sell
3,060
-28
-0.9% -$37.2K 1.42% 17
2022
Q4 		$4.07M Sell
3,088
-4
-0.1% -$4.95K 1.47% 17
2022
Q3 		$3.35M Buy
3,092
+396
+15% +$483K 1.35% 19
2022
Q2 		$3.49M Hold
2,696
– – 1.32% 20
2022
Q1 		$3.98M Sell
2,696
-355
-12% -$459K 1.28% 21
2021
Q4 		$3.77M Sell
3,051
-53
-2% -$66.9K 1.04% 22
2021
Q3 		$3.71M Sell
3,104
-15
-0.5% -$18.5K 1.1% 23
2021
Q2 		$3.7M Buy
3,119
+129
+4% +$155K 1.08% 22
2021
Q1 		$3.41M Sell
2,990
-17
-0.6% -$18.3K 1.06% 23
2020
Q4 		$3.11M Buy
3,007
+368
+14% +$367K 1.04% 25
2020
Q3 		$2.57M Buy
2,639
+80
+3% +$81.3K 0.96% 27
2020
Q2 		$2.36M Buy
2,559
+25
+1% +$22.7K 0.92% 29
2020
Q1 		$2.35M Buy
2,534
+1,254
+98% +$1.43M 1.05% 25
2019
Q4 		$1.46M Buy
1,280
+98
+8% +$112K 0.53% 47
2019
Q3 		$1.4M Buy
1,182
+226
+24% +$257K 0.54% 48
2019
Q2 		$1.04M Buy
956
+220
+30% +$231K 0.41% 62
2019
Q1 		$733K Buy
736
+320
+77% +$325K 0.3% 84
2018
Q4 		$432K Buy
+416
New +$455K 0.2% 107

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Court Place Advisors's MKL Position: Q3 2025 in Review

Court Place Advisors reduced its Markel Group (MKL) stake by 1.4% in Q3 2025, selling an estimated $88.2K and leaving 3,254 shares worth $6.22M. The position accounts for 1.87% of the portfolio, ranked #17.

Court Place Advisors first reported a position in MKL in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.59M in Q2 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Court Place Advisors held 3,254 shares of Markel Group worth $6.22M as of Q3 2025.
  • Court Place Advisors sold 45 Markel Group shares in Q3 2025, an estimated $88.2K.
  • Markel Group made up 1.87% of Court Place Advisors's portfolio in Q3 2025, its #17 holding.
  • Court Place Advisors first reported a position in Markel Group in Q4 2018 and has held it in 28 quarters since.
  • Court Place Advisors's Markel Group position peaked at $6.59M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.