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MKL icon

Ossiam’s Markel Group MKL Stock Holding History

Ossiam’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
2025
Q4 		– Sell
-228
Closed -$436K – 571
2025
Q3 		$436K Sell
228
-31
-12% -$60.8K 0.01% 559
2025
Q2 		$517K Hold
259
– – 0.01% 467
2025
Q1 		$484K Sell
259
-61
-19% -$112K 0.01% 428
2024
Q4 		$552K Buy
320
+82
+34% +$136K 0.01% 445
2024
Q3 		$373K Buy
238
+12
+5% +$18.8K 0.01% 482
2024
Q2 		$356K Buy
226
+8
+4% +$12.4K 0.01% 498
2024
Q1 		$332K Sell
218
-83
-28% -$122K 0.01% 540
2023
Q4 		$427K Hold
301
– – 0.01% 495
2023
Q3 		$443K Buy
301
+39
+15% +$57.1K 0.01% 490
2023
Q2 		$362K Buy
262
+135
+106% +$181K 0.01% 490
2023
Q1 		$162K Buy
127
+42
+49% +$55.8K ﹤0.01% 509
2022
Q4 		$112K Sell
85
-45
-35% -$55.7K ﹤0.01% 559
2022
Q3 		$141K Buy
+130
New +$159K ﹤0.01% 495

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ossiam's MKL Position: Q4 2025 in Review

Ossiam sold out of Markel Group (MKL) in Q4 2025, closing a stake of 228 shares — an estimated $436K sold.

Ossiam first reported a position in MKL in Q3 2022 and held it in 13 quarters. The position peaked at $552K in Q4 2024. 918 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

  • Ossiam reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
  • Ossiam sold 228 Markel Group shares in Q4 2025, an estimated $436K.
  • Ossiam first reported a position in Markel Group in Q3 2022 and held it in 13 quarters.
  • Ossiam's Markel Group position peaked at $552K in Q4 2024.
  • 918 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.