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OneAscent Financial Services’s Markel Group MKL Stock Holding History

OneAscent Financial Services’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 		$1.69M Sell
866
-4
-0.5% -$7.47K 0.08% 157
2026
Q1 		$1.67M Buy
+870
New +$1.77M 0.09% 141
2025
Q3 		– Sell
-519
Closed -$1.03M – 491
2025
Q2 		$1.03M Buy
+519
New +$973K 0.07% 171

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

OneAscent Financial Services's MKL Position: Q2 2026 in Review

OneAscent Financial Services reduced its Markel Group (MKL) stake by 0.46% in Q2 2026, selling an estimated $7.47K and leaving 866 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #157.

OneAscent Financial Services first reported a position in MKL in Q2 2025 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • OneAscent Financial Services held 866 shares of Markel Group worth $1.69M as of Q2 2026.
  • OneAscent Financial Services sold 4 Markel Group shares in Q2 2026, an estimated $7.47K.
  • Markel Group made up 0.08% of OneAscent Financial Services's portfolio in Q2 2026, its #157 holding.
  • OneAscent Financial Services first reported a position in Markel Group in Q2 2025 and has held it in 3 quarters since.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.