JGP Wealth Management
MKL icon

JGP Wealth Management’s Markel Group MKL Stock Holding History

JGP 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
Q3 		$263K Sell
153
-2
-1% -$3.72K 0.02% 206
2026
Q2 		$303K Buy
155
+3
+2% +$5.6K 0.03% 192
2026
Q1 		$291K Hold
152
– – 0.03% 184
2025
Q4 		$327K Hold
152
– – 0.03% 180
2025
Q3 		$292K Sell
152
-9
-6% -$17.6K 0.03% 175
2025
Q2 		$321K Hold
161
– – 0.04% 160
2025
Q1 		$301K Buy
+161
New +$296K 0.04% 154

Other funds holding MKL

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

JGP Wealth Management's MKL Position: Q3 2026 in Review

JGP Wealth Management reduced its Markel Group (MKL) stake by 1.3% in Q3 2026, selling an estimated $3.72K and leaving 153 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #206.

JGP Wealth Management first reported a position in MKL in Q1 2025 and has held it in 7 quarters since. The position peaked at $327K in Q4 2025. 543 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

  • JGP Wealth Management held 153 shares of Markel Group worth $263K as of Q3 2026.
  • JGP Wealth Management sold 2 Markel Group shares in Q3 2026, an estimated $3.72K.
  • Markel Group made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #206 holding.
  • JGP Wealth Management first reported a position in Markel Group in Q1 2025 and has held it in 7 quarters since.
  • JGP Wealth Management's Markel Group position peaked at $327K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.