Gilliland Jeter Wealth Management’s Markel Group MKL Stock Holding History

Gilliland Jeter Wealth 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	$406K	Hold	212	–	–	0.12%	128
2025 Q4	$456K	Hold	212	–	–	0.14%	118
2025 Q3	$405K	Hold	212	–	–	0.13%	128
2025 Q2	$423K	Sell	212 -4	-2%	-$7.5K	0.14%	119
2025 Q1	$404K	Sell	216 -37	-15%	-$68.1K	0.14%	117
2024 Q4	$437K	Hold	253	–	–	0.15%	114
2024 Q3	$397K	Hold	253	–	–	0.13%	122
2024 Q2	$399K	Hold	253	–	–	0.13%	120
2024 Q1	$385K	Sell	253 -118	-32%	-$173K	0.13%	124
2023 Q4	$527K	Buy	+371	New	+$526K	0.22%	100

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

Gilliland Jeter Wealth Management's MKL Position: Q1 2026 in Review

Gilliland Jeter Wealth Management held its Markel Group (MKL) position steady in Q1 2026 at 212 shares worth $406K. The position accounts for 0.12% of the portfolio, ranked #128.

Gilliland Jeter Wealth Management first reported a position in MKL in Q4 2023 and has held it in 10 quarters since. The position peaked at $527K in Q4 2023. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

Gilliland Jeter Wealth Management held 212 shares of Markel Group worth $406K as of Q1 2026.
Gilliland Jeter Wealth Management left its Markel Group share count unchanged in Q1 2026.
Markel Group made up 0.12% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #128 holding.
Gilliland Jeter Wealth Management first reported a position in Markel Group in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Markel Group position peaked at $527K in Q4 2023.
925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.