Fidelis Capital Partners’s Markel Group MKL Stock Holding History

Fidelis Capital Partners’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	$283K	Sell	148 -33	-18%	-$67K	0.02%	414
2025 Q4	$389K	Sell	181 -7	-4%	-$14.2K	0.03%	353
2025 Q3	$359K	Buy	188 +8	+4%	+$15.7K	0.03%	359
2025 Q2	$352K	Buy	180 +6	+3%	+$11.3K	0.03%	321
2025 Q1	$314K	Sell	174 -8	-4%	-$14.7K	0.03%	314
2024 Q4	$331K	Sell	182 -3	-2%	-$4.98K	0.03%	322
2024 Q3	$290K	Sell	185 -7	-4%	-$11K	0.03%	324
2024 Q2	$287K	Sell	192 -8	-4%	-$12.4K	0.04%	296
2024 Q1	$304K	Buy	200 +22	+12%	+$32.3K	0.05%	286
2023 Q4	$253K	Buy	178 +26	+17%	+$36.9K	0.06%	275
2023 Q3	$224K	Sell	152 -20	-12%	-$29.3K	0.08%	239
2023 Q2	$238K	Buy	+172	New	+$231K	0.09%	240

Other funds holding MKL

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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

Fidelis Capital Partners's MKL Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Markel Group (MKL) stake by 18% in Q1 2026, selling an estimated $67K and leaving 148 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #414.

Fidelis Capital Partners first reported a position in MKL in Q2 2023 and has held it in 12 quarters since. The position peaked at $389K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Fidelis Capital Partners held 148 shares of Markel Group worth $283K as of Q1 2026.
Fidelis Capital Partners sold 33 Markel Group shares in Q1 2026, an estimated $67K.
Markel Group made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #414 holding.
Fidelis Capital Partners first reported a position in Markel Group in Q2 2023 and has held it in 12 quarters since.
Fidelis Capital Partners's Markel Group position peaked at $389K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.