Bank of Marin’s Markel Group MKL Stock Holding History

Bank of Marin’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	-155	Closed	-$297K	–	138
2026 Q1	$297K	Buy	+155	New	+$315K	0.22%	116
2025 Q4	–	Sell	-168	Closed	-$321K	–	133
2025 Q3	$321K	Buy	+168	New	+$329K	0.23%	115

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 Marin's MKL Position: Q2 2026 in Review

Bank of Marin sold out of Markel Group (MKL) in Q2 2026, closing a stake of 155 shares — an estimated $297K sold.

Bank of Marin first reported a position in MKL in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q3 2025. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Bank of Marin reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
Bank of Marin sold 155 Markel Group shares in Q2 2026, an estimated $297K.
Bank of Marin first reported a position in Markel Group in Q3 2025 and held it in 2 quarters.
Bank of Marin's Markel Group position peaked at $321K in Q3 2025.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.