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 Q2	$320K	Buy	164 +16	+11%	+$29.9K	0.02%	421
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Fidelis Capital Partners's MKL Position: Q2 2026 in Review

Fidelis Capital Partners increased its Markel Group (MKL) stake by 11% in Q2 2026, buying an estimated $29.9K and bringing the position to 164 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #421.

Fidelis Capital Partners first reported a position in MKL in Q2 2023 and has held it in 13 quarters since. The position peaked at $389K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Fidelis Capital Partners held 164 shares of Markel Group worth $320K as of Q2 2026.
Fidelis Capital Partners bought 16 Markel Group shares in Q2 2026, an estimated $29.9K.
Markel Group made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #421 holding.
Fidelis Capital Partners first reported a position in Markel Group in Q2 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Markel Group position peaked at $389K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.