JFS Wealth Advisors’s Markel Group MKL Stock Holding History

JFS Wealth Advisors’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	$33.2K	Hold	17	–	–	﹤0.01%	630
2026 Q1	$32.5K	Hold	17	–	–	﹤0.01%	610
2025 Q4	$36.5K	Buy	17 +3	+21%	+$6.08K	﹤0.01%	605
2025 Q3	$26.8K	Sell	14 -4	-22%	-$7.84K	﹤0.01%	637
2025 Q2	$36K	Hold	18	–	–	﹤0.01%	534
2025 Q1	$33.7K	Hold	18	–	–	﹤0.01%	546
2024 Q4	$31.1K	Hold	18	–	–	﹤0.01%	543
2024 Q3	$28.2K	Hold	18	–	–	﹤0.01%	570
2024 Q2	$28.4K	Hold	18	–	–	﹤0.01%	521
2024 Q1	$27.4K	Hold	18	–	–	﹤0.01%	555
2023 Q4	$25.6K	Hold	18	–	–	﹤0.01%	534
2023 Q3	$26.5K	Buy	18 +1	+6%	+$1.46K	﹤0.01%	482
2023 Q2	$23.5K	Hold	17	–	–	﹤0.01%	507
2023 Q1	$21.7K	Hold	17	–	–	﹤0.01%	518
2022 Q4	$22.4K	Buy	17 +1	+6%	+$1.24K	﹤0.01%	510
2022 Q3	$17K	Sell	16 -6	-27%	-$7.32K	﹤0.01%	609
2022 Q2	$28K	Buy	22 +4	+22%	+$5.49K	﹤0.01%	519
2022 Q1	$27K	Buy	18 +15	+500%	+$19.4K	﹤0.01%	537
2021 Q4	$4K	Buy	+3	New	+$3.79K	﹤0.01%	870
2018 Q2	–	Sell	-5	Closed	-$6K	–	520
2018 Q1	$6K	Hold	5	–	–	﹤0.01%	406
2017 Q4	$6K	Buy	+5	New	+$5.47K	﹤0.01%	415
2016 Q2	–	Sell	-4	Closed	-$4K	–	578
2016 Q1	$4K	Buy	+4	New	+$3.44K	﹤0.01%	466

Other funds holding MKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JFS Wealth Advisors's MKL Position: Q2 2026 in Review

JFS Wealth Advisors held its Markel Group (MKL) position steady in Q2 2026 at 17 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

JFS Wealth Advisors first reported a position in MKL in Q1 2016 and has held it in 22 quarters since. The position peaked at $36.5K in Q4 2025. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

JFS Wealth Advisors held 17 shares of Markel Group worth $33.2K as of Q2 2026.
JFS Wealth Advisors left its Markel Group share count unchanged in Q2 2026.
Markel Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #630 holding.
JFS Wealth Advisors first reported a position in Markel Group in Q1 2016 and has held it in 22 quarters since.
JFS Wealth Advisors's Markel Group position peaked at $36.5K in Q4 2025.
924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.