Oppenheimer Asset Management’s Markel Group MKL Stock Holding History

Oppenheimer 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
2026 Q2	$783K	Sell	401 -70	-15%	-$131K	0.01%	791
2026 Q1	$902K	Buy	471 +187	+66%	+$380K	0.01%	751
2025 Q4	$611K	Sell	284 -150	-35%	-$304K	0.01%	775
2025 Q3	$830K	Buy	434 +153	+54%	+$300K	0.01%	808
2025 Q2	$561K	Sell	281 -2	-0.7%	-$3.75K	0.01%	852
2025 Q1	$529K	Sell	283 -2	-0.7%	-$3.68K	0.01%	844
2024 Q4	$492K	Buy	285 +34	+14%	+$56.4K	0.01%	866
2024 Q3	$394K	Sell	251 -7	-3%	-$11K	﹤0.01%	929
2024 Q2	$407K	Buy	258 +4	+2%	+$6.21K	0.01%	902
2024 Q1	$386K	Sell	254 -7	-3%	-$10.3K	0.01%	900
2023 Q4	$371K	Sell	261 -37	-12%	-$52.5K	0.01%	935
2023 Q3	$439K	Sell	298 -2	-0.7%	-$2.93K	0.01%	882
2023 Q2	$415K	Buy	300 +17	+6%	+$22.8K	0.01%	910
2023 Q1	$362K	Sell	283 -12	-4%	-$15.9K	0.01%	921
2022 Q4	$389K	Buy	+295	New	+$365K	0.01%	914
2020 Q4	–	Sell	-253	Closed	-$247K	–	1155
2020 Q3	$247K	Sell	253 -211	-45%	-$214K	﹤0.01%	981
2020 Q2	$428K	Buy	464 +65	+16%	+$59.1K	0.01%	831
2020 Q1	$370K	Buy	399 +17	+4%	+$19.4K	0.01%	816
2019 Q4	$437K	Hold	382	–	–	0.01%	857
2019 Q3	$451K	Sell	382 -14	-4%	-$15.9K	0.01%	826
2019 Q2	$432K	Sell	396 -110	-22%	-$115K	0.01%	855
2019 Q1	$505K	Sell	506 -12	-2%	-$12.2K	0.01%	803
2018 Q4	$538K	Sell	518 -35	-6%	-$38.3K	0.01%	739
2018 Q3	$657K	Sell	553 -119	-18%	-$140K	0.01%	732
2018 Q2	$729K	Sell	672 -536	-44%	-$605K	0.02%	681
2018 Q1	$1.41M	Sell	1,208 -189	-14%	-$213K	0.04%	485
2017 Q4	$1.49M	Hold	1,397	–	–	0.04%	464
2017 Q3	$1.49M	Sell	1,397 -104	-7%	-$108K	0.04%	466
2017 Q2	$1.47M	Buy	1,501 +28	+2%	+$27.2K	0.04%	453
2017 Q1	$1.44M	Buy	+1,473	New	+$1.39M	0.04%	447

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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's MKL Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Markel Group (MKL) stake by 15% in Q2 2026, selling an estimated $131K and leaving 401 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #791.

Oppenheimer Asset Management first reported a position in MKL in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.49M in Q4 2017. 930 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

Oppenheimer Asset Management held 401 shares of Markel Group worth $783K as of Q2 2026.
Oppenheimer Asset Management sold 70 Markel Group shares in Q2 2026, an estimated $131K.
Markel Group made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #791 holding.
Oppenheimer Asset Management first reported a position in Markel Group in Q1 2017 and has held it in 30 quarters since.
Oppenheimer Asset Management's Markel Group position peaked at $1.49M in Q4 2017.
930 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.