Citizens National Bank Trust Department’s Markel Group MKL Stock Holding History

Citizens National Bank Trust Department’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	$58.6K	Hold	30	–	–	0.01%	258
2026 Q1	$57.4K	Buy	+30	New	+$60.9K	0.01%	254
2025 Q4	–	Sell	-12	Closed	-$22.9K	–	380
2025 Q3	$22.9K	Hold	12	–	–	﹤0.01%	299
2025 Q2	$24K	Hold	12	–	–	﹤0.01%	290
2025 Q1	$22.4K	Hold	12	–	–	﹤0.01%	294
2024 Q4	$20.7K	Hold	12	–	–	﹤0.01%	270
2024 Q3	$18.8K	Hold	12	–	–	﹤0.01%	272
2024 Q2	$18.9K	Hold	12	–	–	﹤0.01%	269
2024 Q1	$18.3K	Buy	+12	New	+$17.6K	﹤0.01%	268

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 $3.37T AUM 44.26% 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

Citizens National Bank Trust Department's MKL Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Markel Group (MKL) position steady in Q2 2026 at 30 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #258.

Citizens National Bank Trust Department first reported a position in MKL in Q1 2024 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Citizens National Bank Trust Department held 30 shares of Markel Group worth $58.6K as of Q2 2026.
Citizens National Bank Trust Department left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #258 holding.
Citizens National Bank Trust Department first reported a position in Markel Group in Q1 2024 and has held it in 9 quarters since.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.