Osaic Holdings
MKL icon

Osaic Holdings’s Markel Group MKL Stock Holding History

Osaic Holdings’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 		$9.49M Buy
4,854
+1,777
+58% +$3.32M 0.01% 1074
2026
Q1 		$5.9M Sell
3,077
-317
-9% -$643K 0.01% 1244
2025
Q4 		$7.3M Buy
3,394
+261
+8% +$529K 0.01% 1129
2025
Q3 		$6.1M Buy
3,133
+280
+10% +$549K 0.01% 1318
2025
Q2 		$5.71M Buy
2,853
+1,563
+121% +$2.93M 0.01% 1151
2025
Q1 		$2.42M Buy
1,290
+262
+25% +$482K 0.01% 1523
2024
Q4 		$1.78M Sell
1,028
-57
-5% -$94.6K ﹤0.01% 1754
2024
Q3 		$1.71M Sell
1,085
-70
-6% -$110K ﹤0.01% 1836
2024
Q2 		$1.82M Sell
1,155
-203
-15% -$315K ﹤0.01% 1711
2024
Q1 		$2.07M Sell
1,358
-2,597
-66% -$3.81M ﹤0.01% 1672
2023
Q4 		$5.62M Sell
3,955
-258
-6% -$366K 0.01% 1113
2023
Q3 		$6.2M Buy
4,213
+854
+25% +$1.25M 0.01% 1174
2023
Q2 		$4.65M Buy
3,359
+12
+0.4% +$16.1K 0.01% 1239
2023
Q1 		$4.28M Buy
3,347
+2
+0.1% +$2.66K 0.01% 1266
2022
Q4 		$4.41M Buy
3,345
+96
+3% +$119K 0.01% 1187
2022
Q3 		$3.53M Sell
3,249
-646
-17% -$788K 0.01% 1236
2022
Q2 		$5.04M Buy
3,895
+95
+3% +$130K 0.01% 1036
2022
Q1 		$5.57M Sell
3,800
-309
-8% -$399K 0.01% 1119
2021
Q4 		$5.07M Sell
4,109
-6
-0.1% -$7.57K 0.01% 1093
2021
Q3 		$4.92M Sell
4,115
-225
-5% -$277K 0.01% 1070
2021
Q2 		$5.16M Buy
4,340
+181
+4% +$217K 0.01% 1024
2021
Q1 		$4.74M Buy
4,159
+700
+20% +$755K 0.01% 988
2020
Q4 		$3.58M Sell
3,459
-102
-3% -$102K 0.01% 1049
2020
Q3 		$3.47M Buy
3,561
+346
+11% +$351K 0.01% 966
2020
Q2 		$2.97M Sell
3,215
-27,410
-90% -$24.9M 0.01% 1000
2020
Q1 		$2.58M Buy
+30,625
New +$35M 0.01% 931

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

Osaic Holdings's MKL Position: Q2 2026 in Review

Osaic Holdings increased its Markel Group (MKL) stake by 58% in Q2 2026, buying an estimated $3.32M and bringing the position to 4,854 shares worth $9.49M. The position accounts for 0.01% of the portfolio, ranked #1074.

Osaic Holdings first reported a position in MKL in Q1 2020 and has held it in 26 quarters since. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Osaic Holdings held 4,854 shares of Markel Group worth $9.49M as of Q2 2026.
  • Osaic Holdings bought 1,777 Markel Group shares in Q2 2026, an estimated $3.32M.
  • Markel Group made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1074 holding.
  • Osaic Holdings first reported a position in Markel Group in Q1 2020 and has held it in 26 quarters since.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.