JPL Wealth Management’s Markel Group MKL Stock Holding History

JPL 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
2025 Q4	–	Sell	-2	Closed	-$3.88K	–	718
2025 Q3	$3.88K	Buy	+2	New	+$3.92K	﹤0.01%	715

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JPL Wealth Management's MKL Position: Q4 2025 in Review

JPL Wealth Management sold out of Markel Group (MKL) in Q4 2025, closing a stake of 2 shares — an estimated $3.88K sold.

JPL Wealth Management first reported a position in MKL in Q3 2025 and held it in 1 quarter. The position peaked at $3.88K in Q3 2025. 922 funds tracked by Wall St. Rank hold MKL as of Q4 2025.

JPL Wealth Management reported no remaining Markel Group position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 2 Markel Group shares in Q4 2025, an estimated $3.88K.
JPL Wealth Management first reported a position in Markel Group in Q3 2025 and held it in 1 quarter.
JPL Wealth Management's Markel Group position peaked at $3.88K in Q3 2025.
922 funds tracked by Wall St. Rank held Markel Group as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.