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Fiduciary Group’s Markel Group MKL Stock Holding History

Fiduciary 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
2026
Q2 		$3.56M Sell
1,825
-14
-0.8% -$26.1K 0.28% 78
2026
Q1 		$3.52M Hold
1,839
– – 0.3% 78
2025
Q4 		$3.95M Sell
1,839
-67
-4% -$136K 0.33% 74
2025
Q3 		$3.64M Sell
1,906
-7
-0.4% -$13.7K 0.32% 79
2025
Q2 		$3.82M Sell
1,913
-12
-0.6% -$22.5K 0.36% 71
2025
Q1 		$3.6M Sell
1,925
-26
-1% -$47.8K 0.36% 72
2024
Q4 		$3.37M Sell
1,951
-21
-1% -$34.8K 0.34% 72
2024
Q3 		$3.09M Sell
1,972
-23
-1% -$36K 0.31% 81
2024
Q2 		$3.14M Sell
1,995
-62
-3% -$96.3K 0.34% 75
2024
Q1 		$3.13M Sell
2,057
-48
-2% -$70.4K 0.34% 74
2023
Q4 		$2.99M Sell
2,105
-214
-9% -$304K 0.35% 72
2023
Q3 		$3.41M Sell
2,319
-7
-0.3% -$10.2K 0.44% 61
2023
Q2 		$3.22M Sell
2,326
-41
-2% -$55K 0.4% 65
2023
Q1 		$3.02M Sell
2,367
-24
-1% -$31.9K 0.39% 67
2022
Q4 		$3.15M Sell
2,391
-110
-4% -$136K 0.42% 65
2022
Q3 		$3.21M Sell
2,501
-179
-7% -$218K 0.42% 63
2022
Q2 		$3.26M Sell
2,680
-325
-11% -$446K 0.41% 64
2022
Q1 		$3.86M Sell
3,005
-297
-9% -$384K 0.51% 54
2021
Q4 		$4.08M Sell
3,302
-191
-5% -$241K 0.45% 56
2021
Q3 		$4.63M Sell
3,493
-290
-8% -$358K 0.53% 55
2021
Q2 		$4.58M Sell
3,783
-420
-10% -$503K 0.53% 52
2021
Q1 		$4.94M Buy
4,203
+58
+1% +$62.6K 0.6% 48
2020
Q4 		$4.71M Buy
4,145
+951
+30% +$948K 0.62% 43
2020
Q3 		$3.11M Buy
3,194
+570
+22% +$579K 0.47% 48
2020
Q2 		$2.42M Buy
+2,624
New +$2.39M 0.4% 53

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 Group's MKL Position: Q2 2026 in Review

Fiduciary Group reduced its Markel Group (MKL) stake by 0.76% in Q2 2026, selling an estimated $26.1K and leaving 1,825 shares worth $3.56M. The position accounts for 0.28% of the portfolio, ranked #78.

Fiduciary Group first reported a position in MKL in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.94M in Q1 2021. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Fiduciary Group held 1,825 shares of Markel Group worth $3.56M as of Q2 2026.
  • Fiduciary Group sold 14 Markel Group shares in Q2 2026, an estimated $26.1K.
  • Markel Group made up 0.28% of Fiduciary Group's portfolio in Q2 2026, its #78 holding.
  • Fiduciary Group first reported a position in Markel Group in Q2 2020 and has held it in 25 quarters since.
  • Fiduciary Group's Markel Group position peaked at $4.94M in Q1 2021.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.