FG
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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
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 $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 Group's MKL Position: Q1 2026 in Review

Fiduciary Group held its Markel Group (MKL) position steady in Q1 2026 at 1,839 shares worth $3.52M. The position accounts for 0.3% of the portfolio, ranked #78.

Fiduciary Group first reported a position in MKL in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.94M in Q1 2021. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Fiduciary Group held 1,839 shares of Markel Group worth $3.52M as of Q1 2026.
  • Fiduciary Group left its Markel Group share count unchanged in Q1 2026.
  • Markel Group made up 0.3% of Fiduciary Group's portfolio in Q1 2026, its #78 holding.
  • Fiduciary Group first reported a position in Markel Group in Q2 2020 and has held it in 24 quarters since.
  • Fiduciary Group's Markel Group position peaked at $4.94M in Q1 2021.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.