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Oppenheimer & Co’s Markel Group MKL Stock Holding History

Oppenheimer & Co’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 		$1.82M Sell
953
-116
-11% -$235K 0.02% 623
2025
Q4 		$2.3M Sell
1,069
-2
-0.2% -$4.05K 0.03% 510
2025
Q3 		$2.05M Buy
1,071
+5
+0.5% +$9.8K 0.03% 599
2025
Q2 		$2.13M Buy
1,066
+48
+5% +$90K 0.03% 558
2025
Q1 		$1.9M Buy
1,018
+91
+10% +$167K 0.03% 557
2024
Q4 		$1.6M Buy
927
+37
+4% +$61.4K 0.02% 619
2024
Q3 		$1.4M Buy
890
+120
+16% +$188K 0.02% 674
2024
Q2 		$1.21M Buy
770
+41
+6% +$63.7K 0.02% 699
2024
Q1 		$1.11M Sell
729
-2
-0.3% -$2.93K 0.02% 704
2023
Q4 		$1.04M Buy
731
+20
+3% +$28.4K 0.02% 694
2023
Q3 		$1.05M Sell
711
-11
-2% -$16.1K 0.02% 655
2023
Q2 		$999K Buy
722
+15
+2% +$20.1K 0.02% 702
2023
Q1 		$903K Hold
707
– – 0.02% 726
2022
Q4 		$931K Buy
707
+150
+27% +$186K 0.02% 706
2022
Q3 		$604K Sell
557
-14
-2% -$17.1K 0.01% 824
2022
Q2 		$738K Sell
571
-40
-7% -$54.9K 0.02% 792
2022
Q1 		$901K Sell
611
-32
-5% -$41.3K 0.02% 779
2021
Q4 		$793K Buy
643
+159
+33% +$201K 0.01% 869
2021
Q3 		$578K Sell
484
-4
-0.8% -$4.93K 0.01% 954
2021
Q2 		$579K Sell
488
-52
-10% -$62.3K 0.01% 957
2021
Q1 		$615K Sell
540
-6
-1% -$6.47K 0.01% 886
2020
Q4 		$564K Buy
546
+9
+2% +$8.97K 0.01% 844
2020
Q3 		$523K Sell
537
-460
-46% -$467K 0.01% 792
2020
Q2 		$920K Sell
997
-36
-3% -$32.7K 0.02% 601
2020
Q1 		$959K Buy
1,033
+99
+11% +$113K 0.03% 542
2019
Q4 		$1.07M Sell
934
-12
-1% -$13.7K 0.03% 602
2019
Q3 		$1.12M Sell
946
-24
-2% -$27.3K 0.03% 565
2019
Q2 		$1.06M Sell
970
-4
-0.4% -$4.19K 0.03% 581
2019
Q1 		$970K Sell
974
-3
-0.3% -$3.05K 0.03% 592
2018
Q4 		$1.01M Buy
977
+2
+0.2% +$2.19K 0.03% 532
2018
Q3 		$1.16M Buy
975
+186
+24% +$219K 0.03% 553
2018
Q2 		$856K Sell
789
-64
-8% -$72.3K 0.02% 650
2018
Q1 		$998K Sell
853
-53
-6% -$59.7K 0.03% 608
2017
Q4 		$1.03M Sell
906
-28
-3% -$30.6K 0.03% 604
2017
Q3 		$998K Sell
934
-6
-0.6% -$6.2K 0.03% 612
2017
Q2 		$917K Buy
940
+31
+3% +$30.1K 0.03% 625
2017
Q1 		$887K Hold
909
– – 0.03% 619
2016
Q4 		$822K Hold
909
– – 0.02% 624
2016
Q3 		$844K Buy
909
+56
+7% +$52.2K 0.02% 630
2016
Q2 		$813K Hold
853
– – 0.02% 613
2016
Q1 		$761K Buy
853
+65
+8% +$55.9K 0.02% 613
2015
Q4 		$696K Sell
788
-68
-8% -$59.2K 0.02% 671
2015
Q3 		$686K Buy
856
+21
+3% +$17.8K 0.02% 699
2015
Q2 		$669K Buy
835
+10
+1% +$7.78K 0.02% 758
2015
Q1 		$634K Sell
825
-13
-2% -$9.4K 0.02% 780
2014
Q4 		$572K Sell
838
-25
-3% -$17K 0.02% 772
2014
Q3 		$549K Sell
863
-1
-0.1% -$645 0.02% 813
2014
Q2 		$566K Hold
864
– – 0.02% 810
2014
Q1 		$515K Buy
864
+46
+6% +$26.2K 0.02% 816
2013
Q4 		$475K Sell
818
-37
-4% -$20.1K 0.02% 831
2013
Q3 		$443K Buy
855
+187
+28% +$98.3K 0.02% 795
2013
Q2 		$352K Buy
+668
New +$350K 0.01% 859

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 & Co's MKL Position: Q1 2026 in Review

Oppenheimer & Co reduced its Markel Group (MKL) stake by 11% in Q1 2026, selling an estimated $235K and leaving 953 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #623.

Oppenheimer & Co first reported a position in MKL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.3M in Q4 2025. 927 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Oppenheimer & Co held 953 shares of Markel Group worth $1.82M as of Q1 2026.
  • Oppenheimer & Co sold 116 Markel Group shares in Q1 2026, an estimated $235K.
  • Markel Group made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #623 holding.
  • Oppenheimer & Co first reported a position in Markel Group in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's Markel Group position peaked at $2.3M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

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