Canandaigua National Trust of Florida’s Markel Group MKL Stock Holding History

Canandaigua National Trust of Florida’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 Q1	$218K	Sell	114 -179	-61%	-$363K	0.18%	105
2025 Q4	$630K	Buy	293 +179	+157%	+$363K	0.39%	62
2025 Q3	$218K	Sell	114 -179	-61%	-$351K	0.17%	102
2025 Q2	$585K	Buy	293 +179	+157%	+$336K	0.42%	65
2025 Q1	$213K	Sell	114 -169	-60%	-$311K	0.19%	101
2024 Q4	$489K	Buy	+283	New	+$470K	0.38%	65

Other funds holding MKL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DSA

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Canandaigua National Trust of Florida's MKL Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its Markel Group (MKL) stake by 61% in Q1 2026, selling an estimated $363K and leaving 114 shares worth $218K. The position accounts for 0.18% of the portfolio, ranked #105.

Canandaigua National Trust of Florida first reported a position in MKL in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Canandaigua National Trust of Florida held 114 shares of Markel Group worth $218K as of Q1 2026.
Canandaigua National Trust of Florida sold 179 Markel Group shares in Q1 2026, an estimated $363K.
Markel Group made up 0.18% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #105 holding.
Canandaigua National Trust of Florida first reported a position in Markel Group in Q4 2024 and has held it in 6 quarters since.
Canandaigua National Trust of Florida's Markel Group position peaked at $630K in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.