Back to MKL
Live Oak Private Wealth LLC → MKL
Live Oak Private Wealth LLC MKL Position History
Markel Group Inc. • Financial Services
Quarters held
4
Latest value
$8.9M
Q3 2026
Peak value
$13.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.4M |
| Q1 2026 | $11.8M |
| Q2 2026 | $11.3M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 5.2K | — | — |
| Q2 2026 | $11.3M | 5.8K | — | — |
| Q1 2026 | $11.8M | 6.2K | — | — |
| Q4 2025 | $13.4M | 6.2K | — | — |
Other funds holding MKL
$2.3B
$2.3B
$2.1B
$892.5M
$794.4M