Trust Company of Vermont’s Markel Group MKL Stock Holding History

Trust Company of Vermont’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
2025 Q4	$1.35M	Sell	630 -69	-10%	-$140K	0.06%	174
2025 Q3	$1.34M	Sell	699 -32	-4%	-$62.7K	0.06%	176
2025 Q2	$1.46M	Buy	731 +116	+19%	+$218K	0.07%	163
2025 Q1	$1.15M	Sell	615 -15	-2%	-$27.6K	0.06%	177
2024 Q4	$1.09M	Sell	630 -15	-2%	-$24.9K	0.05%	178
2024 Q3	$1.01M	Sell	645 -56	-8%	-$87.6K	0.05%	177
2024 Q2	$1.1M	Buy	701 +84	+14%	+$130K	0.06%	164
2024 Q1	$939K	Hold	617	–	–	0.05%	182
2023 Q4	$876K	Buy	617 +16	+3%	+$22.7K	0.06%	173
2023 Q3	$885K	Buy	601 +31	+5%	+$45.4K	0.06%	181
2023 Q2	$788K	Hold	570	–	–	0.05%	190
2023 Q1	$728K	Hold	570	–	–	0.05%	195
2022 Q4	$751K	Hold	570	–	–	0.06%	193
2022 Q3	$618K	Hold	570	–	–	0.05%	199
2022 Q2	$737K	Sell	570 -6	-1%	-$8.23K	0.06%	187
2022 Q1	$850K	Hold	576	–	–	0.06%	182
2021 Q4	$711K	Sell	576 -20	-3%	-$25.2K	0.04%	199
2021 Q3	$712K	Hold	596	–	–	0.05%	191
2021 Q2	$707K	Sell	596 -15	-2%	-$18K	0.05%	190
2021 Q1	$696K	Sell	611 -5	-0.8%	-$5.39K	0.05%	193
2020 Q4	$637K	Buy	616 +40	+7%	+$39.9K	0.05%	184
2020 Q3	$561K	Sell	576 -87	-13%	-$88.4K	0.05%	187
2020 Q2	$612K	Sell	663 -2	-0.3%	-$1.82K	0.06%	177
2020 Q1	$617K	Buy	665 +142	+27%	+$162K	0.06%	188
2019 Q4	$598K	Hold	523	–	–	0.05%	205
2019 Q3	$618K	Hold	523	–	–	0.05%	207
2019 Q2	$570K	Hold	523	–	–	0.05%	211
2019 Q1	$521K	Buy	523 +27	+5%	+$27.4K	0.04%	212
2018 Q4	$515K	Hold	496	–	–	0.05%	210
2018 Q3	$589K	Hold	496	–	–	0.05%	211
2018 Q2	$538K	Buy	496 +10	+2%	+$11.3K	0.05%	224
2018 Q1	$569K	Hold	486	–	–	0.05%	212
2017 Q4	$554K	Sell	486 -60	-11%	-$65.6K	0.05%	211
2017 Q3	$583K	Hold	546	–	–	0.06%	208
2017 Q2	$533K	Hold	546	–	–	0.05%	217
2017 Q1	$533K	Sell	546 -2	-0.4%	-$1.89K	0.06%	208
2016 Q4	$496K	Buy	548 +177	+48%	+$158K	0.06%	209
2016 Q3	$345K	Buy	371 +230	+163%	+$215K	0.04%	209
2016 Q2	$134K	Hold	141	–	–	0.02%	291
2016 Q1	$126K	Hold	141	–	–	0.02%	295
2015 Q4	$125K	Hold	141	–	–	0.02%	294
2015 Q3	$113K	Sell	141 -86	-38%	-$72.8K	0.02%	291
2015 Q2	$182K	Hold	227	–	–	0.03%	242
2015 Q1	$175K	Hold	227	–	–	0.03%	244
2014 Q4	$155K	Buy	227 +26	+13%	+$17.6K	0.02%	256
2014 Q3	$128K	Hold	201	–	–	0.02%	279
2014 Q2	$132K	Buy	201 +4	+2%	+$2.52K	0.02%	259
2014 Q1	$117K	Buy	197 +75	+61%	+$42.7K	0.02%	270
2013 Q4	$71K	Buy	+122	New	+$66.2K	0.01%	318

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Trust Company of Vermont's MKL Position: Q4 2025 in Review

Trust Company of Vermont reduced its Markel Group (MKL) stake by 9.9% in Q4 2025, selling an estimated $140K and leaving 630 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #174.

Trust Company of Vermont first reported a position in MKL in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.46M in Q2 2025. 919 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

Trust Company of Vermont held 630 shares of Markel Group worth $1.35M as of Q4 2025.
Trust Company of Vermont sold 69 Markel Group shares in Q4 2025, an estimated $140K.
Markel Group made up 0.06% of Trust Company of Vermont's portfolio in Q4 2025, its #174 holding.
Trust Company of Vermont first reported a position in Markel Group in Q4 2013 and has held it in 49 quarters since.
Trust Company of Vermont's Markel Group position peaked at $1.46M in Q2 2025.
919 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.