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Occudo Quantitative Strategies’s Markel Group MKL Stock Holding History

Occudo Quantitative Strategies’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 		$13.5M Buy
6,921
+6,076
+719% +$11.3M 0.72% 23
2026
Q1 		$1.5M Buy
+845
New +$1.71M 0.08% 327
2023
Q3 		– Sell
-163
Closed -$225K – 1185
2023
Q2 		$225K Buy
+163
New +$219K 0.02% 819
2022
Q4 		– Sell
-2,142
Closed -$2.32M – 1213
2022
Q3 		$2.32M Buy
+2,142
New +$2.61M 0.18% 153
2021
Q2 		– Sell
-271
Closed -$309K – 990
2021
Q1 		$309K Buy
271
+4
+1% +$4.32K 0.07% 475
2020
Q4 		$276K Buy
+267
New +$266K 0.09% 442

Other funds holding MKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Occudo Quantitative Strategies's MKL Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Markel Group (MKL) stake by 719% in Q2 2026, buying an estimated $11.3M and bringing the position to 6,921 shares worth $13.5M. The position accounts for 0.72% of the portfolio, ranked #23.

Occudo Quantitative Strategies first reported a position in MKL in Q4 2020 and has held it in 6 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Occudo Quantitative Strategies held 6,921 shares of Markel Group worth $13.5M as of Q2 2026.
  • Occudo Quantitative Strategies bought 6,076 Markel Group shares in Q2 2026, an estimated $11.3M.
  • Markel Group made up 0.72% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #23 holding.
  • Occudo Quantitative Strategies first reported a position in Markel Group in Q4 2020 and has held it in 6 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.