NBT Bank’s Markel Group MKL Stock Holding History

NBT Bank’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 Q1	$517K	Hold	270	–	–	0.03%	268
2025 Q4	$580K	Buy	270 +85	+46%	+$172K	0.04%	255
2025 Q3	$354K	Sell	185 -9	-5%	-$17.6K	0.02%	310
2025 Q2	$387K	Sell	194 -90	-32%	-$169K	0.03%	300
2025 Q1	$531K	Sell	284 -5	-2%	-$9.2K	0.04%	263
2024 Q4	$499K	Hold	289	–	–	0.03%	272
2024 Q3	$453K	Sell	289 -15	-5%	-$23.5K	0.03%	296
2024 Q2	$479K	Sell	304 -70	-19%	-$109K	0.03%	280
2024 Q1	$569K	Hold	374	–	–	0.04%	260
2023 Q4	$531K	Hold	374	–	–	0.04%	263
2023 Q3	$551K	Buy	+374	New	+$547K	0.05%	212

Other funds holding MKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DSA

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

Select Equity Group New York $19.5B AUM 17.33% 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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

NBT Bank's MKL Position: Q1 2026 in Review

NBT Bank held its Markel Group (MKL) position steady in Q1 2026 at 270 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #268.

NBT Bank first reported a position in MKL in Q3 2023 and has held it in 11 quarters since. The position peaked at $580K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

NBT Bank held 270 shares of Markel Group worth $517K as of Q1 2026.
NBT Bank left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.03% of NBT Bank's portfolio in Q1 2026, its #268 holding.
NBT Bank first reported a position in Markel Group in Q3 2023 and has held it in 11 quarters since.
NBT Bank's Markel Group position peaked at $580K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.