JWM
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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $220M AUM 14.19% 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. 237 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.
  • 237 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.