OAJ
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Ogorek Anthony Joseph’s Markel Group MKL Stock Holding History

Ogorek Anthony Joseph’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 		$5K Hold
3
– – ﹤0.01% 499
2026
Q1 		$5K Hold
3
– – ﹤0.01% 493
2025
Q4 		$6K Hold
3
– – ﹤0.01% 461
2025
Q3 		$5K Hold
3
– – ﹤0.01% 497
2025
Q2 		$5K Hold
3
– – ﹤0.01% 477
2025
Q1 		$5K Buy
+3
New +$5.52K ﹤0.01% 468

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

Ogorek Anthony Joseph's MKL Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Markel Group (MKL) position steady in Q2 2026 at 3 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Ogorek Anthony Joseph first reported a position in MKL in Q1 2025 and has held it in 6 quarters since. The position peaked at $6K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Ogorek Anthony Joseph held 3 shares of Markel Group worth $5K as of Q2 2026.
  • Ogorek Anthony Joseph left its Markel Group share count unchanged in Q2 2026.
  • Markel Group made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #499 holding.
  • Ogorek Anthony Joseph first reported a position in Markel Group in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Markel Group position peaked at $6K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.