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Fiduciary Alliance’s Markel Group MKL Stock Holding History

Fiduciary Alliance’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
-1,316
Closed -$2.61M – 568
2026
Q1 		$2.61M Sell
1,316
-334
-20% -$678K 0.16% 151
2025
Q4 		$3.55M Sell
1,650
-3
-0.2% -$6.08K 0.23% 104
2025
Q3 		$3.16M Buy
1,653
+180
+12% +$353K 0.21% 111
2025
Q2 		$2.94M Sell
1,473
-330
-18% -$619K 0.22% 107
2025
Q1 		$3.37M Sell
1,803
-78
-4% -$144K 0.33% 72
2024
Q4 		$3.25M Buy
1,881
+379
+25% +$629K 0.33% 75
2024
Q3 		$2.36M Sell
1,502
-33
-2% -$51.6K 0.31% 81
2024
Q2 		$2.42M Sell
1,535
-9
-0.6% -$14K 0.39% 64
2024
Q1 		$2.33M Sell
1,544
-224
-13% -$328K 0.41% 61
2023
Q4 		$2.51M Buy
1,768
+231
+15% +$328K 0.49% 52
2023
Q3 		$2.26M Sell
1,537
-23
-1% -$33.7K 0.52% 51
2023
Q2 		$2.16M Buy
+1,560
New +$2.09M 0.46% 53
2023
Q1 		– Sell
-40
Closed -$52.7K – 567
2022
Q4 		$52.7K Buy
+40
New +$49.5K 0.01% 222

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

Fiduciary Alliance's MKL Position: Q2 2026 in Review

Fiduciary Alliance sold out of Markel Group (MKL) in Q2 2026, closing a stake of 1,316 shares — an estimated $2.61M sold.

Fiduciary Alliance first reported a position in MKL in Q4 2022 and held it in 13 quarters. The position peaked at $3.55M in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Fiduciary Alliance reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 1,316 Markel Group shares in Q2 2026, an estimated $2.61M.
  • Fiduciary Alliance first reported a position in Markel Group in Q4 2022 and held it in 13 quarters.
  • Fiduciary Alliance's Markel Group position peaked at $3.55M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.