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CAPTRUST FINANCIAL ADVISORS: MKL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MKL, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 26,522 MKL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,522 shares
    Change vs previous 13F +769 shares

    0.08% of the 13F portfolio, value $51,796,880.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,753 shares
    Change vs previous 13F +1,016 shares

    0.09% of the 13F portfolio, value $49,291,209.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,737 shares
    Change vs previous 13F +16,900 shares

    0.1% of the 13F portfolio, value $53,174,959.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,837 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $14,978,499.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,963 shares
    Change vs previous 13F +227 shares

    0.04% of the 13F portfolio, value $15,904,978.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,736 shares
    Change vs previous 13F +545 shares

    0.04% of the 13F portfolio, value $14,463,303.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,191 shares
    Change vs previous 13F -1,802 shares

    0.04% of the 13F portfolio, value $12,413,320.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,993 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,106,240.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).