Janney Montgomery Scott
MKL icon

Janney Montgomery Scott’s Markel Group MKL Stock Holding History

Janney Montgomery Scott’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 		$8.86M Buy
4,628
+124
+3% +$252K 0.02% 631
2025
Q4 		$9.68M Buy
4,504
+248
+6% +$502K 0.02% 634
2025
Q3 		$8.13M Sell
4,256
-189
-4% -$371K 0.02% 693
2025
Q2 		$8.88M Sell
4,445
-57
-1% -$107K 0.02% 611
2025
Q1 		$8.42M Sell
4,502
-298
-6% -$548K 0.02% 593
2024
Q4 		$8.29M Sell
4,800
-164
-3% -$272K 0.02% 601
2024
Q3 		$7.79M Sell
4,964
-136
-3% -$213K 0.02% 615
2024
Q2 		$8.04M Buy
5,100
+615
+14% +$955K 0.02% 574
2024
Q1 		$6.82M Buy
4,485
+26
+0.6% +$38.1K 0.02% 644
2023
Q4 		$6.33M Sell
4,459
-511
-10% -$725K 0.02% 650
2023
Q3 		$7.32M Sell
4,970
-88
-2% -$129K 0.03% 537
2023
Q2 		$7M Buy
5,058
+82
+2% +$110K 0.02% 587
2023
Q1 		$6.36M Sell
4,976
-15
-0.3% -$19.9K 0.03% 558
2022
Q4 		$6.58M Buy
4,991
+70
+1% +$86.6K 0.03% 566
2022
Q3 		$5.34M Sell
4,921
-168
-3% -$205K 0.02% 599
2022
Q2 		$6.59M Buy
5,089
+95
+2% +$130K 0.03% 500
2022
Q1 		$7.37M Sell
4,994
-283
-5% -$366K 0.03% 473
2021
Q4 		$6.51M Sell
5,277
-8
-0.2% -$10.1K 0.03% 541
2021
Q3 		$6.32M Sell
5,285
-47
-0.9% -$57.9K 0.03% 527
2021
Q2 		$6.33M Sell
5,332
-26
-0.5% -$31.2K 0.03% 508
2021
Q1 		$6.11M Buy
5,358
+52
+1% +$56.1K 0.03% 490
2020
Q4 		$5.48M Sell
5,306
-704
-12% -$702K 0.03% 512
2020
Q3 		$5.85M Sell
6,010
-92
-2% -$93.5K 0.03% 434
2020
Q2 		$5.63M Sell
6,102
-206
-3% -$187K 0.04% 410
2020
Q1 		$5.85M Buy
6,308
+414
+7% +$473K 0.05% 356
2019
Q4 		$6.74M Buy
5,894
+51
+0.9% +$58.1K 0.04% 366
2019
Q3 		$6.91M Buy
5,843
+142
+2% +$161K 0.05% 352
2019
Q2 		$6.21M Sell
5,701
-105
-2% -$110K 0.05% 369
2019
Q1 		$5.78M Sell
5,806
-62
-1% -$63K 0.05% 363
2018
Q4 		$6.09M Buy
5,868
+155
+3% +$170K 0.06% 327
2018
Q3 		$6.79M Buy
5,713
+19
+0.3% +$22.4K 0.06% 331
2018
Q2 		$6.17M Buy
5,694
+209
+4% +$236K 0.06% 328
2018
Q1 		$6.42M Sell
5,485
-569
-9% -$640K 0.06% 312
2017
Q4 		$6.9M Buy
6,054
+628
+12% +$687K 0.07% 287
2017
Q3 		$5.79M Sell
5,426
-104
-2% -$108K 0.07% 300
2017
Q2 		$5.4M Buy
5,530
+75
+1% +$72.8K 0.07% 307
2017
Q1 		$5.32M Sell
5,455
-161
-3% -$152K 0.07% 282
2016
Q4 		$5.08M Buy
5,616
+1,005
+22% +$896K 0.08% 271
2016
Q3 		$4.28M Sell
4,611
-5,633
-55% -$5.26M 0.08% 264
2016
Q2 		$9.76M Buy
10,244
+5,316
+108% +$4.95M 0.2% 115
2016
Q1 		$4.39M Sell
4,928
-406
-8% -$349K 0.12% 188
2015
Q4 		$4.71M Buy
5,334
+281
+6% +$245K 0.12% 190
2015
Q3 		$4.05M Sell
5,053
-1,764
-26% -$1.49M 0.11% 206
2015
Q2 		$5.46M Sell
6,817
-300
-4% -$233K 0.11% 223
2015
Q1 		$5.47M Buy
7,117
+297
+4% +$215K 0.1% 241
2014
Q4 		$4.66M Buy
6,820
+189
+3% +$128K 0.09% 259
2014
Q3 		$4.22M Buy
6,631
+325
+5% +$210K 0.09% 282
2014
Q2 		$4.13M Buy
6,306
+192
+3% +$121K 0.09% 282
2014
Q1 		$3.64M Buy
6,114
+569
+10% +$324K 0.09% 285
2013
Q4 		$3.22M Buy
5,545
+378
+7% +$205K 0.09% 288
2013
Q3 		$2.68M Buy
+5,167
New +$2.71M 0.08% 309

Other funds holding MKL

BlackRock
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
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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

Janney Montgomery Scott's MKL Position: Q1 2026 in Review

Janney Montgomery Scott increased its Markel Group (MKL) stake by 2.8% in Q1 2026, buying an estimated $252K and bringing the position to 4,628 shares worth $8.86M. The position accounts for 0.02% of the portfolio, ranked #631.

Janney Montgomery Scott first reported a position in MKL in Q3 2013 and has held it in 51 quarters since. The position peaked at $9.76M in Q2 2016. 925 funds tracked by Wall St. Rank hold MKL as of Q1 2026.

  • Janney Montgomery Scott held 4,628 shares of Markel Group worth $8.86M as of Q1 2026.
  • Janney Montgomery Scott bought 124 Markel Group shares in Q1 2026, an estimated $252K.
  • Markel Group made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #631 holding.
  • Janney Montgomery Scott first reported a position in Markel Group in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's Markel Group position peaked at $9.76M in Q2 2016.
  • 925 funds tracked by Wall St. Rank held Markel Group as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.