Oak Thistle LLC’s Markel Group MKL Stock Holding History

Oak Thistle LLC’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	$3.34M	Sell	1,710 -858	-33%	-$1.6M	0.32%	91
2026 Q1	$4.92M	Buy	+2,568	New	+$5.21M	0.48%	38
2025 Q2	–	Sell	-507	Closed	-$948K	–	552
2025 Q1	$948K	Buy	+507	New	+$933K	0.19%	202
2024 Q4	–	Sell	-273	Closed	-$428K	–	497
2024 Q3	$428K	Buy	+273	New	+$427K	0.14%	275
2024 Q2	–	Sell	-138	Closed	-$210K	–	392
2024 Q1	$210K	Buy	+138	New	+$202K	0.19%	258
2023 Q4	–	Sell	-836	Closed	-$1.23M	–	573
2023 Q3	$1.23M	Buy	+836	New	+$1.22M	0.36%	76
2023 Q2	–	Sell	-181	Closed	-$231K	–	476
2023 Q1	$231K	Buy	+181	New	+$240K	0.14%	308
2022 Q3	–	Sell	-192	Closed	-$248K	–	198
2022 Q2	$248K	Buy	+192	New	+$263K	0.48%	107
2022 Q1	–	Sell	-454	Closed	-$560K	–	468
2021 Q4	$560K	Buy	+454	New	+$573K	0.43%	76

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Oak Thistle LLC's MKL Position: Q2 2026 in Review

Oak Thistle LLC reduced its Markel Group (MKL) stake by 33% in Q2 2026, selling an estimated $1.6M and leaving 1,710 shares worth $3.34M. The position accounts for 0.32% of the portfolio, ranked #91.

Oak Thistle LLC first reported a position in MKL in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.92M in Q1 2026. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Oak Thistle LLC held 1,710 shares of Markel Group worth $3.34M as of Q2 2026.
Oak Thistle LLC sold 858 Markel Group shares in Q2 2026, an estimated $1.6M.
Markel Group made up 0.32% of Oak Thistle LLC's portfolio in Q2 2026, its #91 holding.
Oak Thistle LLC first reported a position in Markel Group in Q4 2021 and has held it in 9 quarters since.
Oak Thistle LLC's Markel Group position peaked at $4.92M in Q1 2026.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.