FIDELIS CAPITAL PARTNERS, LLC

Position in MKL — Markel Group Inc.

CIK 1962755 TAMPA, FL

Position in MKL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$320,293

+$37,011 QoQ

Shares Held

164

+10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#648

of 924 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $6,149,068 across 8 Insurance - Property & Casualty names. MKL ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	6,118	$2,084,647
2	TRV	Travelers Companies, Inc.	3,065	$1,011,817
3	PGR	Progressive Corp/Oh/	4,158	$908,315
4	SLDE	Slide Insurance Holdings, Inc.	37,313	$722,752
5	ALL	Allstate Corp	2,101	$499,911
6	MKL	Markel Group Inc. This page	164	$320,293
7	WRB	Berkley W R Corp	4,486	$316,397
8	DGICA	Donegal Group Inc	15,108	$284,936

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,293	164	+10.8%	Shares	Sole	2026-08-13
2026-03-31	$283,282	148	-18.2%	Shares	Sole	2026-05-06
2025-12-31	$389,086	181	-3.7%	Shares	Sole	2026-02-09
2025-09-30	$359,335	188	+4.4%	Shares	Sole	2025-11-03
2025-06-30	$359,524	180	+3.4%	Shares	Sole	2025-08-07
2025-03-31	$325,312	174	-4.4%	Shares	Sole	2025-05-01
2024-12-31	$314,173	182	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$290,187	185	-3.6%	Shares	Sole	2024-10-25
2024-06-30	$302,526	192	-4.0%	Shares	Sole	2024-08-13
2024-03-31	$304,296	200	+12.4%	Shares	Sole	2024-05-06
2023-12-31	$252,742	178	+17.1%	Shares	Sole	2024-01-31
2023-09-30	$223,818	152	-11.6%	Shares	Sole	2023-11-08
2023-06-30	$237,906	172	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.