Markel Group’s JPMorgan Chase JPM Stock Holding History

Markel Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.7M	Hold	252,550	–	–	0.63%	45
2026 Q1	$74.3M	Hold	252,550	–	–	0.62%	48
2025 Q4	$81.4M	Hold	252,550	–	–	0.65%	45
2025 Q3	$79.7M	Hold	252,550	–	–	0.65%	47
2025 Q2	$73.2M	Hold	252,550	–	–	0.62%	48
2025 Q1	$62M	Hold	252,550	–	–	0.55%	48
2024 Q4	$60.5M	Hold	252,550	–	–	0.53%	48
2024 Q3	$53.3M	Hold	252,550	–	–	0.48%	54
2024 Q2	$51.1M	Hold	252,550	–	–	0.5%	49
2024 Q1	$50.6M	Hold	252,550	–	–	0.5%	51
2023 Q4	$43M	Buy	252,550 +11,000	+5%	+$1.67M	0.47%	55
2023 Q3	$35M	Buy	241,550 +13,000	+6%	+$1.95M	0.42%	59
2023 Q2	$33.2M	Buy	228,550 +12,000	+6%	+$1.65M	0.4%	58
2023 Q1	$28.2M	Hold	216,550	–	–	0.36%	63
2022 Q4	$29M	Hold	216,550	–	–	0.39%	63
2022 Q3	$22.6M	Hold	216,550	–	–	0.33%	66
2022 Q2	$24.4M	Hold	216,550	–	–	0.35%	66
2022 Q1	$29.5M	Hold	216,550	–	–	0.35%	66
2021 Q4	$34.3M	Hold	216,550	–	–	0.39%	62
2021 Q3	$35.4M	Hold	216,550	–	–	0.45%	58
2021 Q2	$33.7M	Hold	216,550	–	–	0.43%	60
2021 Q1	$33M	Hold	216,550	–	–	0.46%	57
2020 Q4	$27.5M	Sell	216,550 -800	-0.4%	-$89.4K	0.41%	59
2020 Q3	$20.9M	Hold	217,350	–	–	0.35%	65
2020 Q2	$20.4M	Hold	217,350	–	–	0.38%	64
2020 Q1	$19.6M	Buy	217,350 +1,670	+0.8%	+$203K	0.37%	69
2019 Q4	$30.1M	Buy	215,680 +6,470	+3%	+$830K	0.42%	69
2019 Q3	$24.6M	Buy	209,210 +20,660	+11%	+$2.34M	0.37%	71
2019 Q2	$21.1M	Buy	188,550 +2,400	+1%	+$265K	0.32%	74
2019 Q1	$18.8M	Buy	186,150 +3,150	+2%	+$325K	0.32%	76
2018 Q4	$17.9M	Hold	183,000	–	–	0.34%	70
2018 Q3	$20.6M	Hold	183,000	–	–	0.35%	73
2018 Q2	$19.1M	Hold	183,000	–	–	0.35%	71
2018 Q1	$20.1M	Hold	183,000	–	–	0.38%	67
2017 Q4	$19.6M	Hold	183,000	–	–	0.37%	64
2017 Q3	$17.5M	Hold	183,000	–	–	0.35%	71
2017 Q2	$16.7M	Hold	183,000	–	–	0.36%	64
2017 Q1	$16.1M	Hold	183,000	–	–	0.36%	60
2016 Q4	$15.8M	Hold	183,000	–	–	0.38%	56
2016 Q3	$12.2M	Hold	183,000	–	–	0.31%	66
2016 Q2	$11.4M	Hold	183,000	–	–	0.3%	67
2016 Q1	$10.8M	Hold	183,000	–	–	0.29%	65
2015 Q4	$12.1M	Hold	183,000	–	–	0.33%	64
2015 Q3	$11.2M	Buy	183,000 +98,000	+115%	+$6.42M	0.29%	70
2015 Q2	$5.76M	Buy	+85,000	New	+$5.55M	0.14%	90

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Markel Group's JPM Position: Q2 2026 in Review

Markel Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 252,550 shares worth $82.7M. The position accounts for 0.63% of the portfolio, ranked #45.

Markel Group first reported a position in JPM in Q2 2015 and has held it in 45 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Markel Group held 252,550 shares of JPMorgan Chase worth $82.7M as of Q2 2026.
Markel Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.63% of Markel Group's portfolio in Q2 2026, its #45 holding.
Markel Group first reported a position in JPMorgan Chase in Q2 2015 and has held it in 45 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.