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 Q3	$9.37M	Buy	145,620 +12,000	+9%	+$854K	0.07%	109
2026 Q2	$9.6M	Buy	133,620 +19,000	+17%	+$1.42M	0.07%	107
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	$9.7M	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	$10M	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Markel Group's OTIS Position: Q3 2026 in Review

Markel Group increased its Otis Worldwide (OTIS) stake by 9% in Q3 2026, buying an estimated $854K and bringing the position to 145,620 shares worth $9.37M. The position accounts for 0.07% of the portfolio, ranked #109.

Markel Group first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $11.9M in Q3 2024. 620 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Markel Group held 145,620 shares of Otis Worldwide worth $9.37M as of Q3 2026.
Markel Group bought 12,000 Otis Worldwide shares in Q3 2026, an estimated $854K.
Otis Worldwide made up 0.07% of Markel Group's portfolio in Q3 2026, its #109 holding.
Markel Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
Markel Group's Otis Worldwide position peaked at $11.9M in Q3 2024.
620 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Markel Group's 13F filing for Q3 2026, filed 30 Oct 2026.