FineMark National Bank & Trust’s Markel Group MKL Stock Holding History

FineMark National Bank & Trust’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 Q4	$619K	Hold	288	–	–	0.02%	279
2025 Q3	$550K	Buy	288 +1	+0.3%	+$1.96K	0.02%	297
2025 Q2	$573K	Hold	287	–	–	0.02%	285
2025 Q1	$537K	Buy	287 +60	+26%	+$110K	0.02%	288
2024 Q4	$392K	Hold	227	–	–	0.01%	313
2024 Q3	$356K	Sell	227 -8	-3%	-$12.5K	0.01%	332
2024 Q2	$370K	Sell	235 -10	-4%	-$15.5K	0.01%	315
2024 Q1	$373K	Sell	245 -26	-10%	-$38.1K	0.01%	318
2023 Q4	$385K	Buy	271 +31	+13%	+$44K	0.02%	301
2023 Q3	$353K	Hold	240	–	–	0.02%	308
2023 Q2	$332K	Sell	240 -8	-3%	-$10.7K	0.01%	327
2023 Q1	$317K	Buy	248 +10	+4%	+$13.3K	0.01%	328
2022 Q4	$314K	Hold	238	–	–	0.01%	316
2022 Q3	$258K	Hold	238	–	–	0.01%	334
2022 Q2	$308K	Hold	238	–	–	0.01%	336
2022 Q1	$351K	Hold	238	–	–	0.01%	337
2021 Q4	$294K	Sell	238 -5	-2%	-$6.31K	0.01%	384
2021 Q3	$290K	Buy	243 +5	+2%	+$6.17K	0.01%	368
2021 Q2	$282K	Hold	238	–	–	0.01%	386
2021 Q1	$271K	Hold	238	–	–	0.01%	378
2020 Q4	$246K	Buy	238 +11	+5%	+$11K	0.01%	368
2020 Q3	$221K	Sell	227 -20	-8%	-$20.3K	0.01%	353
2020 Q2	$228K	Sell	247 -9	-4%	-$8.18K	0.01%	332
2020 Q1	$238K	Sell	256 -30	-10%	-$34.3K	0.01%	300
2019 Q4	$327K	Sell	286 -29	-9%	-$33K	0.02%	298
2019 Q3	$372K	Buy	315 +9	+3%	+$10.2K	0.02%	278
2019 Q2	$333K	Buy	+306	New	+$321K	0.02%	284
2018 Q3	–	Sell	-273	Closed	-$296K	–	380
2018 Q2	$296K	Hold	273	–	–	0.02%	319
2018 Q1	$319K	Buy	273 +76	+39%	+$85.5K	0.02%	298
2017 Q4	$224K	Sell	197 -25	-11%	-$27.3K	0.01%	334
2017 Q3	$237K	Hold	222	–	–	0.02%	329
2017 Q2	$217K	Hold	222	–	–	0.02%	326
2017 Q1	$217K	Buy	222 +10	+5%	+$9.45K	0.02%	332
2016 Q4	$192K	Hold	212	–	–	0.02%	345
2016 Q3	$197K	Sell	212 -50	-19%	-$46.7K	0.02%	334
2016 Q2	$249K	Buy	262 +50	+24%	+$46.6K	0.03%	284
2016 Q1	$189K	Hold	212	–	–	0.02%	311
2015 Q4	$187K	Hold	212	–	–	0.02%	327
2015 Q3	$170K	Buy	212 +9	+4%	+$7.61K	0.02%	355
2015 Q2	$162K	Buy	203 +43	+27%	+$33.4K	0.02%	376
2015 Q1	$123K	Hold	160	–	–	0.02%	434
2014 Q4	$109K	Hold	160	–	–	0.02%	466
2014 Q3	$102K	Hold	160	–	–	0.02%	469
2014 Q2	$105K	Hold	160	–	–	0.02%	459
2014 Q1	$95K	Hold	160	–	–	0.02%	469
2013 Q4	$93K	Hold	160	–	–	0.02%	446
2013 Q3	$83K	Sell	160 -10	-6%	-$5.25K	0.02%	468
2013 Q2	$89K	Buy	+170	New	+$89K	0.03%	418

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 $187B AUM 18.48% 1-Year Est. Return

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

DSA

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

FineMark National Bank & Trust's MKL Position: Q4 2025 in Review

FineMark National Bank & Trust held its Markel Group (MKL) position steady in Q4 2025 at 288 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #279.

FineMark National Bank & Trust first reported a position in MKL in Q2 2013 and has held it in 48 quarters since. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

FineMark National Bank & Trust held 288 shares of Markel Group worth $619K as of Q4 2025.
FineMark National Bank & Trust left its Markel Group share count unchanged in Q4 2025.
Markel Group made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #279 holding.
FineMark National Bank & Trust first reported a position in Markel Group in Q2 2013 and has held it in 48 quarters since.
918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.