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Oak Asset Management’s Markel Group MKL Stock Holding History

Oak Asset 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
Q2 		$244K Buy
125
+15
+14% +$28K 0.08% 107
2026
Q1 		$211K Buy
110
+10
+10% +$20.3K 0.07% 105
2025
Q4 		$215K Buy
+100
New +$203K 0.07% 102

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oak Asset Management's MKL Position: Q2 2026 in Review

Oak Asset Management increased its Markel Group (MKL) stake by 14% in Q2 2026, buying an estimated $28K and bringing the position to 125 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #107.

Oak Asset Management first reported a position in MKL in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Oak Asset Management held 125 shares of Markel Group worth $244K as of Q2 2026.
  • Oak Asset Management bought 15 Markel Group shares in Q2 2026, an estimated $28K.
  • Markel Group made up 0.08% of Oak Asset Management's portfolio in Q2 2026, its #107 holding.
  • Oak Asset Management first reported a position in Markel Group in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.