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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Oppenheimer Asset Management's MKL Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Markel Group (MKL) stake by 66% in Q1 2026, buying an estimated $380K and bringing the position to 471 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #751.

Oppenheimer Asset Management first reported a position in MKL in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.49M in Q4 2017. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Oppenheimer Asset Management held 471 shares of Markel Group worth $902K as of Q1 2026.
  • Oppenheimer Asset Management bought 187 Markel Group shares in Q1 2026, an estimated $380K.
  • Markel Group made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #751 holding.
  • Oppenheimer Asset Management first reported a position in Markel Group in Q1 2017 and has held it in 29 quarters since.
  • Oppenheimer Asset Management's Markel Group position peaked at $1.49M in Q4 2017.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.