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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
Q3 		$502K Buy
+293
New +$544K 0.28% 94
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Canandaigua National Trust of Florida's MKL Position: Q3 2026 in Review

Canandaigua National Trust of Florida opened a new position in Markel Group (MKL) in Q3 2026: 293 shares worth $502K. The stake represents 0.28% of the portfolio and ranks #94 among its holdings. This is a return to the name: Canandaigua National Trust of Florida previously reported a position in MKL as recently as Q1 2026.

Canandaigua National Trust of Florida first reported a position in MKL in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q4 2025. 25 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • Canandaigua National Trust of Florida held 293 shares of Markel Group worth $502K as of Q3 2026.
  • Markel Group was a new Canandaigua National Trust of Florida position in Q3 2026.
  • Markel Group made up 0.28% of Canandaigua National Trust of Florida's portfolio in Q3 2026, its #94 holding.
  • Canandaigua National Trust of Florida first reported a position in Markel Group in Q4 2024 and has held it in 7 quarters since.
  • Canandaigua National Trust of Florida's Markel Group position peaked at $630K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q3 2026, filed 7 Oct 2026.