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First Citizens Bank & Trust’s Markel Group MKL Stock Holding History

First Citizens 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
2026
Q2 		$252K Hold
129
– – ﹤0.01% 591
2026
Q1 		$247K Hold
129
– – 0.01% 593
2025
Q4 		$277K Buy
+129
New +$261K 0.01% 566
2024
Q1 		– Sell
-307
Closed -$436K – 447
2023
Q4 		$436K Buy
307
+65
+27% +$92.2K 0.01% 263
2023
Q3 		$356K Sell
242
-42
-15% -$61.5K 0.01% 271
2023
Q2 		$393K Sell
284
-18
-6% -$24.1K 0.01% 272
2023
Q1 		$386K Buy
302
+18
+6% +$23.9K 0.01% 256
2022
Q4 		$374K Buy
284
+56
+25% +$69.3K 0.01% 247
2022
Q3 		$248K Buy
+228
New +$278K 0.01% 277
2016
Q4 		– Sell
-1,744
Closed -$1.62M – 465
2016
Q3 		$1.62M Sell
1,744
-135
-7% -$126K 0.15% 135
2016
Q2 		$1.79M Sell
1,879
-112
-6% -$104K 0.16% 120
2016
Q1 		$1.77M Buy
1,991
+356
+22% +$306K 0.15% 115
2015
Q4 		$1.44M Hold
1,635
– – 0.11% 135
2015
Q3 		$1.31M Buy
+1,635
New +$1.38M 0.1% 152
2013
Q4 		– Sell
-1,299
Closed -$673K – 622
2013
Q3 		$673K Buy
1,299
+68
+6% +$35.7K 0.03% 592
2013
Q2 		$649K Buy
+1,231
New +$645K 0.03% 549

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

First Citizens Bank & Trust's MKL Position: Q2 2026 in Review

First Citizens Bank & Trust held its Markel Group (MKL) position steady in Q2 2026 at 129 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

First Citizens Bank & Trust first reported a position in MKL in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.79M in Q2 2016. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • First Citizens Bank & Trust held 129 shares of Markel Group worth $252K as of Q2 2026.
  • First Citizens Bank & Trust left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #591 holding.
  • First Citizens Bank & Trust first reported a position in Markel Group in Q2 2013 and has held it in 16 quarters since.
  • First Citizens Bank & Trust's Markel Group position peaked at $1.79M in Q2 2016.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.