MKL β€” MARKEL GROUP INC

Ownership history in JPL Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

JPL Wealth Management, LLC reported MARKEL GROUP INC (MKL) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows MKL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPL Wealth Management, LLC's position in MARKEL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MKL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPL Wealth Management, LLC held MKL β€” position size vs. price
% of Fund (quarterly)    MKL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 2 β€” β€” 0.00% $4K 2025-11-14 $2060.74

🏒 Other funds also holding MKL

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.34%

FAQ About JPL Wealth Management, LLC and MKL

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPL Wealth Management, LLC reported owning MKL?

JPL Wealth Management, LLC reported MKL across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported MKL position in JPL Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MKL was 0.00% in 2025 Q3.

What is the latest reported MKL position on this page?

The most recent filing on this page is 2025 Q3, when JPL Wealth Management, LLC reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this MKL ownership page compare?

The chart compares JPL Wealth Management, LLC's quarterly MKL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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