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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
Q2 		$527K Hold
270
– – 0.03% 262
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
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

NBT Bank's MKL Position: Q2 2026 in Review

NBT Bank held its Markel Group (MKL) position steady in Q2 2026 at 270 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #262.

NBT Bank first reported a position in MKL in Q3 2023 and has held it in 12 quarters since. The position peaked at $580K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • NBT Bank held 270 shares of Markel Group worth $527K as of Q2 2026.
  • NBT Bank left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up 0.03% of NBT Bank's portfolio in Q2 2026, its #262 holding.
  • NBT Bank first reported a position in Markel Group in Q3 2023 and has held it in 12 quarters since.
  • NBT Bank's Markel Group position peaked at $580K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.