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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
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

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

JGP Wealth Management's MKL Position: Q2 2026 in Review

JGP Wealth Management increased its Markel Group (MKL) stake by 2% in Q2 2026, buying an estimated $5.6K and bringing the position to 155 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #192.

JGP Wealth Management first reported a position in MKL in Q1 2025 and has held it in 6 quarters since. The position peaked at $327K in Q4 2025. 926 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • JGP Wealth Management held 155 shares of Markel Group worth $303K as of Q2 2026.
  • JGP Wealth Management bought 3 Markel Group shares in Q2 2026, an estimated $5.6K.
  • Markel Group made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #192 holding.
  • JGP Wealth Management first reported a position in Markel Group in Q1 2025 and has held it in 6 quarters since.
  • JGP Wealth Management's Markel Group position peaked at $327K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.