Markel Group’s Otis Worldwide OTIS Stock Holding History

Markel Group’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.83M	Hold	114,620	–	–	0.07%	108
2025 Q4	$10M	Hold	114,620	–	–	0.08%	106
2025 Q3	$10.5M	Hold	114,620	–	–	0.09%	102
2025 Q2	$11.3M	Hold	114,620	–	–	0.1%	100
2025 Q1	$11.8M	Hold	114,620	–	–	0.11%	100
2024 Q4	$10.6M	Hold	114,620	–	–	0.09%	106
2024 Q3	$11.9M	Hold	114,620	–	–	0.11%	100
2024 Q2	$11M	Hold	114,620	–	–	0.11%	98
2024 Q1	$11.4M	Hold	114,620	–	–	0.11%	94
2023 Q4	$10.3M	Hold	114,620	–	–	0.11%	95
2023 Q3	$9.21M	Hold	114,620	–	–	0.11%	94
2023 Q2	$10.2M	Hold	114,620	–	–	0.12%	96
2023 Q1	$9.67M	Hold	114,620	–	–	0.12%	98
2022 Q4	$8.98M	Hold	114,620	–	–	0.12%	99
2022 Q3	$7.31M	Hold	114,620	–	–	0.11%	98
2022 Q2	$8.1M	Hold	114,620	–	–	0.12%	95
2022 Q1	$8.82M	Hold	114,620	–	–	0.1%	95
2021 Q4	$9.98M	Hold	114,620	–	–	0.11%	92
2021 Q3	$9.43M	Hold	114,620	–	–	0.12%	92
2021 Q2	$9.37M	Buy	114,620 +760	+0.7%	+$58.5K	0.12%	94
2021 Q1	$7.79M	Buy	113,860 +800	+0.7%	+$52.3K	0.11%	96
2020 Q4	$7.64M	Buy	113,060 +1,060	+0.9%	+$68.8K	0.11%	95
2020 Q3	$6.99M	Hold	112,000	–	–	0.12%	92
2020 Q2	$6.37M	Buy	+112,000	New	+$5.8M	0.12%	92

Other funds holding OTIS

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Markel Group's OTIS Position: Q1 2026 in Review

Markel Group held its Otis Worldwide (OTIS) position steady in Q1 2026 at 114,620 shares worth $8.83M. The position accounts for 0.07% of the portfolio, ranked #108.

Markel Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.9M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Markel Group held 114,620 shares of Otis Worldwide worth $8.83M as of Q1 2026.
Markel Group left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.07% of Markel Group's portfolio in Q1 2026, its #108 holding.
Markel Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
Markel Group's Otis Worldwide position peaked at $11.9M in Q3 2024.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.