Bremer Bank National Association’s Markel Group MKL Stock Holding History

Bremer Bank National Association’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
2025 Q1	$290K	Hold	155	–	–	0.05%	143
2024 Q4	$268K	Hold	155	–	–	0.05%	144
2024 Q3	$243K	Hold	155	–	–	0.05%	162
2024 Q2	$244K	Hold	155	–	–	0.05%	162
2024 Q1	$236K	Hold	155	–	–	0.04%	176
2023 Q4	$220K	Hold	155	–	–	0.04%	177
2023 Q3	$228K	Hold	155	–	–	0.05%	180
2023 Q2	$214K	Buy	+155	New	+$208K	0.04%	194
2019 Q2	–	Sell	-22	Closed	-$24K	–	490
2019 Q1	$24K	Buy	+22	New	+$22.3K	﹤0.01%	566

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bremer Bank National Association's MKL Position: Q1 2025 in Review

Bremer Bank National Association held its Markel Group (MKL) position steady in Q1 2025 at 155 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #143.

Bremer Bank National Association first reported a position in MKL in Q1 2019 and has held it in 9 quarters since. 851 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

Bremer Bank National Association held 155 shares of Markel Group worth $290K as of Q1 2025.
Bremer Bank National Association left its Markel Group share count unchanged in Q1 2025.
Markel Group made up 0.05% of Bremer Bank National Association's portfolio in Q1 2025, its #143 holding.
Bremer Bank National Association first reported a position in Markel Group in Q1 2019 and has held it in 9 quarters since.
851 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.