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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
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 $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

Fiduciary Alliance's MKL Position: Q1 2026 in Review

Fiduciary Alliance reduced its Markel Group (MKL) stake by 20% in Q1 2026, selling an estimated $678K and leaving 1,316 shares worth $2.61M. The position accounts for 0.16% of the portfolio, ranked #151.

Fiduciary Alliance first reported a position in MKL in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.55M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Fiduciary Alliance held 1,316 shares of Markel Group worth $2.61M as of Q1 2026.
  • Fiduciary Alliance sold 334 Markel Group shares in Q1 2026, an estimated $678K.
  • Markel Group made up 0.16% of Fiduciary Alliance's portfolio in Q1 2026, its #151 holding.
  • Fiduciary Alliance first reported a position in Markel Group in Q4 2022 and has held it in 13 quarters since.
  • Fiduciary Alliance's Markel Group position peaked at $3.55M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.