First Capital Advisors Group’s Markel Group MKL Stock Holding History

First Capital Advisors Group’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
2023 Q2	$12.4K	Buy	+9	New	+$12.1K	0.01%	505
2018 Q4	$326K	Sell	314 -66	-17%	-$72.2K	0.24%	89
2018 Q3	$452K	Sell	380 -6	-2%	-$7.06K	0.28%	79
2018 Q2	$419K	Buy	386 +51	+15%	+$57.6K	0.28%	79
2018 Q1	$392K	Buy	335 +16	+5%	+$18K	0.23%	84
2017 Q4	$363K	Buy	319 +130	+69%	+$142K	0.23%	108
2017 Q3	$202K	Buy	+189	New	+$195K	0.14%	151

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

First Capital Advisors Group's MKL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Markel Group (MKL) in Q2 2023: 9 shares worth $12.4K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in MKL as recently as Q4 2018.

First Capital Advisors Group first reported a position in MKL in Q3 2017 and has held it in 7 quarters since. The position peaked at $452K in Q3 2018. 699 funds tracked by Wall St. Rank hold MKL as of Q2 2023.

First Capital Advisors Group held 9 shares of Markel Group worth $12.4K as of Q2 2023.
Markel Group was a new First Capital Advisors Group position in Q2 2023.
Markel Group made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #505 holding.
First Capital Advisors Group first reported a position in Markel Group in Q3 2017 and has held it in 7 quarters since.
First Capital Advisors Group's Markel Group position peaked at $452K in Q3 2018.
699 funds tracked by Wall St. Rank held Markel Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.