Private Trust Company’s Markel Group MKL Stock Holding History

Private Trust Company’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	$15.6K	Sell	8 -2	-20%	-$3.73K	﹤0.01%	1907
2026 Q1	$19.1K	Hold	10	–	–	﹤0.01%	1714
2025 Q4	$21.5K	Sell	10 -22	-69%	-$44.6K	﹤0.01%	1617
2025 Q3	$61.2K	Hold	32	–	–	0.01%	1189
2025 Q2	$63.9K	Hold	32	–	–	0.01%	1115
2025 Q1	$59.8K	Hold	32	–	–	0.01%	1121
2024 Q4	$55.2K	Buy	32 +6	+23%	+$9.96K	0.01%	1132
2024 Q3	$40.8K	Sell	26 -2	-7%	-$3.13K	﹤0.01%	1217
2024 Q2	$44.1K	Buy	28 +7	+33%	+$10.9K	﹤0.01%	1160
2024 Q1	$32K	Hold	21	–	–	﹤0.01%	1282
2023 Q4	$29.8K	Sell	21 -7	-25%	-$9.93K	﹤0.01%	1260
2023 Q3	$41.2K	Sell	28 -50	-64%	-$73.2K	0.01%	1093
2023 Q2	$108K	Buy	78 +50	+179%	+$67K	0.01%	780
2023 Q1	$35.8K	Hold	28	–	–	﹤0.01%	1107
2022 Q4	$37K	Sell	28 -29	-51%	-$35.9K	0.01%	1066
2022 Q3	$62K	Hold	57	–	–	0.01%	823
2022 Q2	$74K	Buy	+57	New	+$78.2K	0.01%	795
2014 Q4	–	Sell	-50	Closed	-$32K	–	825
2014 Q3	$32K	Hold	50	–	–	0.01%	683
2014 Q2	$33K	Hold	50	–	–	0.01%	688
2014 Q1	$30K	Hold	50	–	–	0.01%	633
2013 Q4	$29K	Hold	50	–	–	0.01%	592
2013 Q3	$26K	Hold	50	–	–	0.01%	587
2013 Q2	$26K	Buy	+50	New	+$26.2K	0.01%	567

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Private Trust Company's MKL Position: Q2 2026 in Review

Private Trust Company reduced its Markel Group (MKL) stake by 20% in Q2 2026, selling an estimated $3.73K and leaving 8 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Private Trust Company first reported a position in MKL in Q2 2013 and has held it in 23 quarters since. The position peaked at $108K in Q2 2023. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Private Trust Company held 8 shares of Markel Group worth $15.6K as of Q2 2026.
Private Trust Company sold 2 Markel Group shares in Q2 2026, an estimated $3.73K.
Markel Group made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1907 holding.
Private Trust Company first reported a position in Markel Group in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's Markel Group position peaked at $108K in Q2 2023.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.