SEC 13F Intelligence

Capco Asset Management, LLC / MKL

Capco Asset Management, LLC’s Markel Group Inc Position

Does Capco Asset Management, LLC own Markel Group Inc (MKL)? Yes — 25.8K shares worth $49M (+13.49% of its 13F portfolio) as of Q1 2026, down from 26.1K shares the prior filed quarter.

Position Value
$49M
Q1 2026
Shares
25.8K
% of Portfolio
+13.49%
Quarters Held
20
currently held

Position History MKL

Reported value by quarter
Q2 ’21: $13MQ2 ’21Q3 ’21: $24MQ4 ’21: $29MQ1 ’22: $41MQ1 ’22Q2 ’22: $37MQ3 ’22: $31MQ4 ’22: $41MQ4 ’22Q1 ’23: $38MQ2 ’23: $41MQ3 ’23: $43MQ3 ’23Q4 ’23: $41MQ1 ’24: $43MQ2 ’24: $45MQ2 ’24Q3 ’24: $45MQ4 ’24: $48MQ1 ’25: $51MQ1 ’25Q2 ’25: $54MQ3 ’25: $51MQ4 ’25: $56MQ4 ’25Q1 ’26: $49Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.8K$49M+13.49%
Q4 202526.1K$56M+13.72%
Q3 202526.6K$51M+11.83%
Q2 202527.0K$54M+11.36%
Q1 202527.2K$51M+12.02%
Q4 202428.0K$48M+10.87%
Q3 202428.5K$45M+10.34%
Q2 202428.8K$45M+10.72%
Q1 202428.3K$43M+10.34%
Q4 202328.9K$41M+9.85%
Q3 202329.3K$43M+11.20%
Q2 202329.3K$41M+10.43%
Q1 202329.5K$38M+9.86%
Q4 202231.0K$41M+11.56%
Q3 202228.5K$31M+10.35%
Q2 202228.3K$37M+11.06%
Q1 202227.8K$41M+10.58%
Q4 202123.3K$29M+7.93%
Q3 202120.1K$24M+7.04%
Q2 202111.2K$13M+3.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capco Asset Management, LLC’s full portfolio or all institutional holders of MKL.