FCBT
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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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
LCS
Luma Capital SA Luxembourg $112M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return