Ostrum Asset Management’s Markel Group MKL Stock Holding History

Ostrum 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	$990K	Sell	517 -199	-28%	-$404K	0.06%	222
2025 Q4	$1.54M	Sell	716 -237	-25%	-$480K	0.07%	204
2025 Q3	$1.82M	Buy	953 +98	+11%	+$192K	0.08%	212
2025 Q2	$1.71M	Sell	855 -24	-3%	-$45K	0.08%	217
2025 Q1	$1.64M	Sell	879 -414	-32%	-$762K	0.09%	212
2024 Q4	$2.23M	Sell	1,293 -52	-4%	-$86.3K	0.19%	169
2024 Q3	$2.11M	Buy	1,345 +576	+75%	+$902K	0.17%	208
2024 Q2	$1.21M	Sell	769 -58	-7%	-$90.1K	0.11%	277
2024 Q1	$1.26M	Hold	827	–	–	0.1%	308
2023 Q4	$1.17M	Buy	827 +4	+0.5%	+$5.67K	0.1%	289
2023 Q3	$1.21M	Sell	823 -5	-0.6%	-$7.32K	0.11%	272
2023 Q2	$1.15M	Hold	828	–	–	0.1%	287
2023 Q1	$1.06M	Buy	+828	New	+$1.1M	0.09%	290

Other funds holding MKL

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 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 New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Ostrum Asset Management reduced its Markel Group (MKL) stake by 28% in Q1 2026, selling an estimated $404K and leaving 517 shares worth $990K. The position accounts for 0.06% of the portfolio, ranked #222.

Ostrum Asset Management first reported a position in MKL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q4 2024. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Ostrum Asset Management held 517 shares of Markel Group worth $990K as of Q1 2026.
Ostrum Asset Management sold 199 Markel Group shares in Q1 2026, an estimated $404K.
Markel Group made up 0.06% of Ostrum Asset Management's portfolio in Q1 2026, its #222 holding.
Ostrum Asset Management first reported a position in Markel Group in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Markel Group position peaked at $2.23M in Q4 2024.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.