Jones Financial Companies
MKL icon

Jones Financial Companies’s Markel Group MKL Stock Holding History

Jones Financial Companies’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 		$10.6M Sell
5,515
-479
-8% -$894K ﹤0.01% 908
2026
Q1 		$11.2M Buy
5,994
+5,386
+886% +$10.9M 0.01% 786
2025
Q4 		$1.31M Buy
608
+103
+20% +$209K ﹤0.01% 1127
2025
Q3 		$967K Buy
505
+84
+20% +$165K ﹤0.01% 1148
2025
Q2 		$836K Buy
421
+118
+39% +$221K ﹤0.01% 1071
2025
Q1 		$562K Buy
303
+49
+19% +$90.1K ﹤0.01% 1084
2024
Q4 		$438K Buy
254
+120
+90% +$199K ﹤0.01% 1043
2024
Q3 		$210K Buy
134
+54
+68% +$84.5K ﹤0.01% 1114
2024
Q2 		$126K Buy
80
+4
+5% +$6.21K ﹤0.01% 973
2024
Q1 		$116K Buy
+76
New +$111K ﹤0.01% 563
2023
Q1 		– Sell
-10
Closed -$13K – 696
2022
Q4 		$13K Buy
10
+4
+67% +$4.95K ﹤0.01% 457
2022
Q3 		$7K Sell
6
-2
-25% -$2.44K ﹤0.01% 455
2022
Q2 		$10K Hold
8
– – ﹤0.01% 478
2022
Q1 		$12K Hold
8
– – ﹤0.01% 493
2021
Q4 		$10K Buy
+8
New +$10.1K ﹤0.01% 553
2021
Q1 		– Sell
-3
Closed -$3K – 832
2020
Q4 		$3K Buy
+3
New +$2.99K ﹤0.01% 562
2013
Q3 		– Sell
-32
Closed -$17K – 796
2013
Q2 		$17K Buy
+32
New +$16.8K ﹤0.01% 499

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

Jones Financial Companies's MKL Position: Q2 2026 in Review

Jones Financial Companies reduced its Markel Group (MKL) stake by 8% in Q2 2026, selling an estimated $894K and leaving 5,515 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Jones Financial Companies first reported a position in MKL in Q2 2013 and has held it in 17 quarters since. The position peaked at $11.2M in Q1 2026. 924 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Jones Financial Companies held 5,515 shares of Markel Group worth $10.6M as of Q2 2026.
  • Jones Financial Companies sold 479 Markel Group shares in Q2 2026, an estimated $894K.
  • Markel Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #908 holding.
  • Jones Financial Companies first reported a position in Markel Group in Q2 2013 and has held it in 17 quarters since.
  • Jones Financial Companies's Markel Group position peaked at $11.2M in Q1 2026.
  • 924 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.