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Live Oak Private Wealth’s Markel Group MKL Stock Holding History

Live Oak 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 		$11.8M Sell
6,167
-59
-0.9% -$120K 1.65% 18
2025
Q4 		$13.4M Sell
6,226
-40
-0.6% -$81K 1.82% 15
2025
Q3 		$12M Buy
6,266
+37
+0.6% +$72.5K 1.67% 17
2025
Q2 		$12.4M Sell
6,229
-20
-0.3% -$37.5K 1.86% 13
2025
Q1 		$11.7M Sell
6,249
-7
-0.1% -$12.9K 1.89% 12
2024
Q4 		$10.8M Sell
6,256
-28
-0.4% -$46.5K 1.81% 12
2024
Q3 		$9.86M Buy
6,284
+72
+1% +$113K 1.6% 17
2024
Q2 		$9.79M Sell
6,212
-9
-0.1% -$14K 1.68% 16
2024
Q1 		$9.47M Buy
6,221
+2
+0% +$2.93K 1.64% 18
2023
Q4 		$8.83M Buy
6,219
+211
+4% +$299K 1.66% 19
2023
Q3 		$8.85M Buy
6,008
+60
+1% +$87.8K 1.88% 13
2023
Q2 		$8.23M Hold
5,948
– – 1.64% 19
2023
Q1 		$7.6M Buy
5,948
+124
+2% +$165K 1.57% 20
2022
Q4 		$7.67M Buy
5,824
+55
+1% +$68K 1.59% 20
2022
Q3 		$6.25M Buy
5,769
+2,972
+106% +$3.63M 1.4% 24
2022
Q2 		$3.62M Buy
2,797
+249
+10% +$342K 0.76% 55
2022
Q1 		$3.76M Buy
2,548
+538
+27% +$695K 0.73% 54
2021
Q4 		$2.48M Buy
2,010
+194
+11% +$245K 0.46% 61
2021
Q3 		$2.17M Buy
1,816
+226
+14% +$279K 0.44% 62
2021
Q2 		$1.89M Buy
1,590
+191
+14% +$229K 0.42% 64
2021
Q1 		$1.59M Buy
1,399
+212
+18% +$229K 0.39% 63
2020
Q4 		$1.23M Buy
1,187
+94
+9% +$93.7K 0.34% 64
2020
Q3 		$1.06M Sell
1,093
-66
-6% -$67K 0.37% 61
2020
Q2 		$1.07M Buy
1,159
+111
+11% +$101K 0.39% 61
2020
Q1 		$972K Buy
1,048
+546
+109% +$624K 1% 25
2019
Q4 		$574K Buy
+502
New +$572K 0.56% 38

Other funds holding MKL

BlackRock
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

Live Oak Private Wealth's MKL Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Markel Group (MKL) stake by 0.95% in Q1 2026, selling an estimated $120K and leaving 6,167 shares worth $11.8M. The position accounts for 1.65% of the portfolio, ranked #18.

Live Oak Private Wealth first reported a position in MKL in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.4M in Q4 2025. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Live Oak Private Wealth held 6,167 shares of Markel Group worth $11.8M as of Q1 2026.
  • Live Oak Private Wealth sold 59 Markel Group shares in Q1 2026, an estimated $120K.
  • Markel Group made up 1.65% of Live Oak Private Wealth's portfolio in Q1 2026, its #18 holding.
  • Live Oak Private Wealth first reported a position in Markel Group in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Markel Group position peaked at $13.4M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.