Osterweis Capital Management’s Markel Group MKL Stock Holding History

Osterweis Capital 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	–	Sell	-53	Closed	-$114K	–	264
2025 Q4	$114K	Hold	53	–	–	﹤0.01%	168
2025 Q3	$101K	Hold	53	–	–	﹤0.01%	170
2025 Q2	$106K	Buy	+53	New	+$99.4K	0.01%	174

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Osterweis Capital Management's MKL Position: Q1 2026 in Review

Osterweis Capital Management sold out of Markel Group (MKL) in Q1 2026, closing a stake of 53 shares — an estimated $114K sold.

Osterweis Capital Management first reported a position in MKL in Q2 2025 and held it in 3 quarters. The position peaked at $114K in Q4 2025. 929 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Osterweis Capital Management reported no remaining Markel Group position as of Q1 2026 after selling out during the quarter.
Osterweis Capital Management sold 53 Markel Group shares in Q1 2026, an estimated $114K.
Osterweis Capital Management first reported a position in Markel Group in Q2 2025 and held it in 3 quarters.
Osterweis Capital Management's Markel Group position peaked at $114K in Q4 2025.
929 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.