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JP Morgan Private Wealth Advisors’s Markel Group MKL Stock Holding History

JP Morgan Private 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
2023
Q3 		$3.57M Sell
2,426
-916
-27% -$1.34M 0.01% 578
2023
Q2 		$4.62M Sell
3,342
-803
-19% -$1.08M 0.02% 355
2023
Q1 		$5.29M Buy
4,145
+634
+18% +$842K 0.01% 570
2022
Q4 		$4.63M Sell
3,511
-128
-4% -$158K 0.01% 595
2022
Q3 		$3.94M Sell
3,639
-911
-20% -$1.11M 0.01% 621
2022
Q2 		$5.88M Buy
4,550
+700
+18% +$961K 0.02% 528
2022
Q1 		$5.68M Sell
3,850
-557
-13% -$720K 0.01% 581
2021
Q4 		$5.44M Sell
4,407
-1,594
-27% -$2.01M 0.01% 586
2021
Q3 		$7.17M Buy
6,001
+715
+14% +$882K 0.02% 505
2021
Q2 		$6.27M Buy
5,286
+3,899
+281% +$4.67M 0.02% 531
2021
Q1 		$1.58M Sell
1,387
-30
-2% -$32.4K 0.01% 857
2020
Q4 		$1.46M Buy
1,417
+124
+10% +$124K ﹤0.01% 857
2020
Q3 		$1.26M Buy
1,293
+35
+3% +$35.6K ﹤0.01% 798
2020
Q2 		$1.16M Buy
1,258
+98
+8% +$89.1K 0.01% 760
2020
Q1 		$1.08M Sell
1,160
-8
-0.7% -$9.15K 0.01% 689
2019
Q4 		$1.33M Buy
1,168
+91
+8% +$104K 0.01% 701
2019
Q3 		$1.27M Buy
1,077
+142
+15% +$161K 0.01% 690
2019
Q2 		$1.02M Sell
935
-69
-7% -$72.3K 0.01% 747
2019
Q1 		$1M Sell
1,004
-114
-10% -$116K 0.01% 794
2018
Q4 		$1.16M Buy
1,118
+86
+8% +$94K 0.01% 706
2018
Q3 		$1.23M Sell
1,032
-40
-4% -$47.1K 0.01% 766
2018
Q2 		$1.16M Buy
1,072
+95
+10% +$107K 0.01% 725
2018
Q1 		$1.14M Buy
977
+247
+34% +$278K 0.01% 615
2017
Q4 		$831K Buy
730
+217
+42% +$237K 0.01% 717
2017
Q3 		$548K Buy
513
+23
+5% +$23.8K ﹤0.01% 811
2017
Q2 		$478K Sell
490
-1,217
-71% -$1.18M ﹤0.01% 853
2017
Q1 		$1.67M Buy
1,707
+78
+5% +$73.7K 0.01% 505
2016
Q4 		$1.47M Buy
1,629
+3
+0.2% +$2.67K 0.01% 498
2016
Q3 		$1.51M Sell
1,626
-179
-10% -$167K 0.01% 502
2016
Q2 		$1.72M Sell
1,805
-223
-11% -$208K 0.02% 479
2016
Q1 		$1.81M Buy
2,028
+96
+5% +$82.5K 0.02% 422
2015
Q4 		$1.71M Sell
1,932
-218
-10% -$190K 0.02% 405
2015
Q3 		$1.72M Sell
2,150
-727
-25% -$615K 0.02% 364
2015
Q2 		$2.3M Sell
2,877
-40
-1% -$31.1K 0.03% 344
2015
Q1 		$2.24M Sell
2,917
-79
-3% -$57.1K 0.03% 354
2014
Q4 		$2.05M Sell
2,996
-426
-12% -$289K 0.02% 373
2014
Q3 		$2.18M Buy
3,422
+529
+18% +$341K 0.03% 356
2014
Q2 		$1.9M Sell
2,893
-129
-4% -$81.3K 0.03% 305
2014
Q1 		$1.8M Buy
+3,022
New +$1.72M 0.03% 303

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MKL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Markel Group (MKL) stake by 27% in Q3 2023, selling an estimated $1.34M and leaving 2,426 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #578.

JP Morgan Private Wealth Advisors first reported a position in MKL in Q1 2014 and has held it in 39 quarters since. The position peaked at $7.17M in Q3 2021. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,426 shares of Markel Group worth $3.57M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 916 Markel Group shares in Q3 2023, an estimated $1.34M.
  • Markel Group made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #578 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Markel Group in Q1 2014 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's Markel Group position peaked at $7.17M in Q3 2021.
  • 738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.