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Charter Oak Capital Management’s Markel Group MKL Stock Holding History

Charter Oak Capital Management’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 		$538K Hold
281
– – 0.04% 118
2025
Q4 		$604K Buy
+281
New +$569K 0.05% 116

Other funds holding MKL

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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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

Charter Oak Capital Management's MKL Position: Q1 2026 in Review

Charter Oak Capital Management held its Markel Group (MKL) position steady in Q1 2026 at 281 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #118.

Charter Oak Capital Management first reported a position in MKL in Q4 2025 and has held it in 2 quarters since. The position peaked at $604K in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Charter Oak Capital Management held 281 shares of Markel Group worth $538K as of Q1 2026.
  • Charter Oak Capital Management left its Markel Group share count unchanged in Q1 2026.
  • Markel Group made up 0.04% of Charter Oak Capital Management's portfolio in Q1 2026, its #118 holding.
  • Charter Oak Capital Management first reported a position in Markel Group in Q4 2025 and has held it in 2 quarters since.
  • Charter Oak Capital Management's Markel Group position peaked at $604K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.