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OFI Invest Asset Management’s Markel Group MKL Stock Holding History

OFI Invest 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
2025
Q2 		– Sell
-80
Closed -$138K – 344
2025
Q1 		$138K Hold
80
– – ﹤0.01% 264
2024
Q4 		$133K Buy
+80
New +$133K ﹤0.01% 270
2024
Q2 		$118K Buy
+80
New +$124K ﹤0.01% 270

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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

OFI Invest Asset Management's MKL Position: Q2 2025 in Review

OFI Invest Asset Management sold out of Markel Group (MKL) in Q2 2025, closing a stake of 80 shares — an estimated $138K sold.

OFI Invest Asset Management first reported a position in MKL in Q2 2024 and held it in 3 quarters. The position peaked at $138K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • OFI Invest Asset Management reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 80 Markel Group shares in Q2 2025, an estimated $138K.
  • OFI Invest Asset Management first reported a position in Markel Group in Q2 2024 and held it in 3 quarters.
  • OFI Invest Asset Management's Markel Group position peaked at $138K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on OFI Invest Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.