JIM
MKL icon

JCP Investment Management’s Markel Group MKL Stock Holding History

JCP Investment 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
2025
Q3 		– Sell
-2,590
Closed -$5.17M – 24
2025
Q2 		$5.17M Sell
2,590
-6,845
-73% -$12.8M 2.99% 13
2025
Q1 		$17.6M Buy
9,435
+50
+0.5% +$92K 10.88% 1
2024
Q4 		$16.2M Buy
+9,385
New +$15.6M 9.55% 3
2024
Q3 		– Sell
-5,706
Closed -$8.99M – 18
2024
Q2 		$8.99M Buy
+5,706
New +$8.86M 10.05% 5

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JCP Investment Management's MKL Position: Q3 2025 in Review

JCP Investment Management sold out of Markel Group (MKL) in Q3 2025, closing a stake of 2,590 shares — an estimated $5.17M sold.

JCP Investment Management first reported a position in MKL in Q2 2024 and held it in 4 quarters. The position peaked at $17.6M in Q1 2025. 851 funds tracked by Wall St. Rank hold MKL as of Q3 2025.

  • JCP Investment Management reported no remaining Markel Group position as of Q3 2025 after selling out during the quarter.
  • JCP Investment Management sold 2,590 Markel Group shares in Q3 2025, an estimated $5.17M.
  • JCP Investment Management first reported a position in Markel Group in Q2 2024 and held it in 4 quarters.
  • JCP Investment Management's Markel Group position peaked at $17.6M in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q3 2025.

Based on JCP Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.