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Oak Grove Capital’s Markel Group MKL Stock Holding History

Oak Grove Capital’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
2025
Q3 		– Sell
-200
Closed -$399K – 81
2025
Q2 		$399K Sell
200
-100
-33% -$188K 0.07% 58
2025
Q1 		$561K Sell
300
-100
-25% -$184K 0.12% 53
2024
Q4 		$690K Sell
400
-10
-2% -$16.6K 0.1% 49
2024
Q3 		$643K Hold
410
– – 0.11% 47
2024
Q2 		$646K Buy
410
+75
+22% +$116K 0.12% 42
2024
Q1 		$510K Hold
335
– – 0.1% 40
2023
Q4 		$476K Buy
335
+50
+18% +$70.9K 0.13% 43
2023
Q3 		$420K Sell
285
-20
-7% -$29.3K 0.15% 44
2023
Q2 		$422K Buy
+305
New +$409K 0.14% 42

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Oak Grove Capital's MKL Position: Q3 2025 in Review

Oak Grove Capital sold out of Markel Group (MKL) in Q3 2025, closing a stake of 200 shares — an estimated $399K sold.

Oak Grove Capital first reported a position in MKL in Q2 2023 and held it in 9 quarters. The position peaked at $690K in Q4 2024. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • Oak Grove Capital reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • Oak Grove Capital sold 200 Markel Group shares in Q3 2025, an estimated $399K.
  • Oak Grove Capital first reported a position in Markel Group in Q2 2023 and held it in 9 quarters.
  • Oak Grove Capital's Markel Group position peaked at $690K in Q4 2024.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on Oak Grove Capital's 13F filing for Q3 2025, filed 12 Nov 2025.