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Fiduciary Financial Group’s Markel Group MKL Stock Holding History

Fiduciary Financial Group’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
2025
Q1 		– Sell
-230
Closed -$382K – 310
2024
Q4 		$382K Sell
230
-2
-0.9% -$3.32K 0.08% 145
2024
Q3 		$362K Buy
232
+25
+12% +$39.1K 0.08% 162
2024
Q2 		$333K Buy
+207
New +$321K 0.08% 168

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fiduciary Financial Group's MKL Position: Q1 2025 in Review

Fiduciary Financial Group sold out of Markel Group (MKL) in Q1 2025, closing a stake of 230 shares — an estimated $382K sold.

Fiduciary Financial Group first reported a position in MKL in Q2 2024 and held it in 3 quarters. The position peaked at $382K in Q4 2024. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Fiduciary Financial Group reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 230 Markel Group shares in Q1 2025, an estimated $382K.
  • Fiduciary Financial Group first reported a position in Markel Group in Q2 2024 and held it in 3 quarters.
  • Fiduciary Financial Group's Markel Group position peaked at $382K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.