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Fi3 Financial Advisors’s Markel Group MKL Stock Holding History

Fi3 Financial 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
Q2 		– Sell
-668
Closed -$1.28M – 259
2026
Q1 		$1.28M Sell
668
-27
-4% -$54.8K 0.37% 26
2025
Q4 		$1.49M Sell
695
-7
-1% -$14.2K 0.46% 25
2025
Q3 		$1.34M Sell
702
-15
-2% -$29.4K 0.45% 23
2025
Q2 		$1.43M Buy
717
+11
+2% +$20.6K 0.52% 25
2025
Q1 		$1.32M Buy
706
+1
+0.1% +$1.84K 0.54% 25
2024
Q4 		$1.22M Buy
705
+17
+2% +$28.2K 0.46% 27
2024
Q3 		$1.08M Buy
688
+1
+0.1% +$1.56K 0.43% 26
2024
Q2 		$1.08M Sell
687
-3
-0.4% -$4.66K 0.48% 22
2024
Q1 		$1.09M Sell
690
-67
-9% -$98.2K 0.5% 22
2023
Q4 		$1.07M Sell
757
-111
-13% -$157K 0.51% 22
2023
Q3 		$1.28M Buy
868
+5
+0.6% +$7.32K 0.69% 20
2023
Q2 		$1.19M Sell
863
-15
-2% -$20.1K 0.62% 20
2023
Q1 		$1.12M Buy
878
+1
+0.1% +$1.33K 0.6% 21
2022
Q4 		$1.16M Sell
877
-100
-10% -$124K 0.66% 22
2022
Q3 		$1.06M Buy
977
+4
+0.4% +$4.88K 0.96% 18
2022
Q2 		$1.26M Buy
973
+2
+0.2% +$2.74K 1.04% 19
2022
Q1 		$1.43M Sell
971
-5
-0.5% -$6.46K 1.11% 16
2021
Q4 		$1.2M Hold
976
– – 0.79% 20
2021
Q3 		$1.17M Hold
976
– – 0.77% 19
2021
Q2 		$1.18M Buy
976
+115
+13% +$138K 0.81% 20
2021
Q1 		$981K Buy
+861
New +$929K 0.84% 18

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Fi3 Financial Advisors's MKL Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Markel Group (MKL) in Q2 2026, closing a stake of 668 shares — an estimated $1.28M sold.

Fi3 Financial Advisors first reported a position in MKL in Q1 2021 and held it in 21 quarters. The position peaked at $1.49M in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 668 Markel Group shares in Q2 2026, an estimated $1.28M.
  • Fi3 Financial Advisors first reported a position in Markel Group in Q1 2021 and held it in 21 quarters.
  • Fi3 Financial Advisors's Markel Group position peaked at $1.49M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.