Bank of Jackson Hole Trust’s Markel Group MKL Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-9	Closed	-$17.2K	–	287
2026 Q1	$17.2K	Hold	9	–	–	0.01%	358
2025 Q4	$19.3K	Hold	9	–	–	0.01%	342
2025 Q3	$17.2K	Hold	9	–	–	0.01%	342
2025 Q2	$18K	Hold	9	–	–	0.01%	329
2025 Q1	$17.4K	Hold	9	–	–	0.01%	331
2024 Q4	$15.5K	Buy	+9	New	+$14.9K	0.01%	336

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Bank of Jackson Hole Trust's MKL Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Markel Group (MKL) in Q2 2026, closing a stake of 9 shares — an estimated $17.2K sold.

Bank of Jackson Hole Trust first reported a position in MKL in Q4 2024 and held it in 6 quarters. The position peaked at $19.3K in Q4 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 9 Markel Group shares in Q2 2026, an estimated $17.2K.
Bank of Jackson Hole Trust first reported a position in Markel Group in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's Markel Group position peaked at $19.3K in Q4 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.