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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
Q2 		– Sell
-212
Closed -$406K – 199
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
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

Gilliland Jeter Wealth Management's MKL Position: Q2 2026 in Review

Gilliland Jeter Wealth Management sold out of Markel Group (MKL) in Q2 2026, closing a stake of 212 shares — an estimated $406K sold.

Gilliland Jeter Wealth Management first reported a position in MKL in Q4 2023 and held it in 10 quarters. The position peaked at $527K in Q4 2023. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Gilliland Jeter Wealth Management reported no remaining Markel Group position as of Q2 2026 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 212 Markel Group shares in Q2 2026, an estimated $406K.
  • Gilliland Jeter Wealth Management first reported a position in Markel Group in Q4 2023 and held it in 10 quarters.
  • Gilliland Jeter Wealth Management's Markel Group position peaked at $527K in Q4 2023.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.