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 Q2	$178K	Hold	91	–	–	0.01%	192
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 $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

BOK Financial Private Wealth's MKL Position: Q2 2026 in Review

BOK Financial Private Wealth held its Markel Group (MKL) position steady in Q2 2026 at 91 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #192.

BOK Financial Private Wealth first reported a position in MKL in Q2 2023 and has held it in 13 quarters since. The position peaked at $196K in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

BOK Financial Private Wealth held 91 shares of Markel Group worth $178K as of Q2 2026.
BOK Financial Private Wealth left its Markel Group share count unchanged in Q2 2026.
Markel Group made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #192 holding.
BOK Financial Private Wealth first reported a position in Markel Group in Q2 2023 and has held it in 13 quarters since.
BOK Financial Private Wealth's Markel Group position peaked at $196K in Q4 2025.
927 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.