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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Fi3 Financial Advisors's MKL Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Markel Group (MKL) stake by 3.9% in Q1 2026, selling an estimated $54.8K and leaving 668 shares worth $1.28M. The position accounts for 0.37% of the portfolio, ranked #26.

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

  • Fi3 Financial Advisors held 668 shares of Markel Group worth $1.28M as of Q1 2026.
  • Fi3 Financial Advisors sold 27 Markel Group shares in Q1 2026, an estimated $54.8K.
  • Markel Group made up 0.37% of Fi3 Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • Fi3 Financial Advisors first reported a position in Markel Group in Q1 2021 and has held it in 21 quarters since.
  • 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 Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.