BOK Financial Private Wealth’s Markel Group MKL Stock Holding History

BOK Financial Private Wealth’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	$174K	Hold	91	–	–	0.01%	181
2025 Q4	$196K	Hold	91	–	–	0.01%	185
2025 Q3	$174K	Hold	91	–	–	0.01%	177
2025 Q2	$182K	Hold	91	–	–	0.01%	178
2025 Q1	$170K	Hold	91	–	–	0.01%	181
2024 Q4	$157K	Hold	91	–	–	0.01%	183
2024 Q3	$143K	Hold	91	–	–	0.01%	189
2024 Q2	$143K	Hold	91	–	–	0.01%	185
2024 Q1	$138K	Hold	91	–	–	0.01%	189
2023 Q4	$129K	Hold	91	–	–	0.01%	187
2023 Q3	$134K	Hold	91	–	–	0.01%	175
2023 Q2	$126K	Buy	+91	New	+$122K	0.01%	176

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

BOK Financial Private Wealth's MKL Position: Q1 2026 in Review

BOK Financial Private Wealth held its Markel Group (MKL) position steady in Q1 2026 at 91 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #181.

BOK Financial Private Wealth first reported a position in MKL in Q2 2023 and has held it in 12 quarters since. The position peaked at $196K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

BOK Financial Private Wealth held 91 shares of Markel Group worth $174K as of Q1 2026.
BOK Financial Private Wealth left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #181 holding.
BOK Financial Private Wealth first reported a position in Markel Group in Q2 2023 and has held it in 12 quarters since.
BOK Financial Private Wealth's Markel Group position peaked at $196K in Q4 2025.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.