FFO
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Fortitude Family Office’s Markel Group MKL Stock Holding History

Fortitude Family Office’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 		$21.5K Buy
11
+4
+57% +$7.47K ﹤0.01% 503
2026
Q1 		$13.4K Buy
7
+2
+40% +$4.06K ﹤0.01% 551
2025
Q4 		$10.7K Hold
5
– – ﹤0.01% 553
2025
Q3 		$9.56K Hold
5
– – ﹤0.01% 584
2025
Q2 		$9.99K Buy
5
+2
+67% +$3.75K ﹤0.01% 551
2025
Q1 		$5.61K Hold
3
– – ﹤0.01% 695
2024
Q4 		$5.18K Hold
3
– – ﹤0.01% 832
2024
Q3 		$4.71K Hold
3
– – ﹤0.01% 811
2024
Q2 		$4.73K Hold
3
– – ﹤0.01% 612
2024
Q1 		$4.56K Buy
+3
New +$4.4K ﹤0.01% 647

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

Fortitude Family Office's MKL Position: Q2 2026 in Review

Fortitude Family Office increased its Markel Group (MKL) stake by 57% in Q2 2026, buying an estimated $7.47K and bringing the position to 11 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Fortitude Family Office first reported a position in MKL in Q1 2024 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Fortitude Family Office held 11 shares of Markel Group worth $21.5K as of Q2 2026.
  • Fortitude Family Office bought 4 Markel Group shares in Q2 2026, an estimated $7.47K.
  • Markel Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #503 holding.
  • Fortitude Family Office first reported a position in Markel Group in Q1 2024 and has held it in 10 quarters since.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.