Markel Group (MKL)

• Market cap: $22.4B
• 1 day: 0.64%
• 5 days: -0.18%
• 1 month: -3.91%
• 3 months: -0.77%
• 6 months: 14.62%
• Year to date: 4.62%
• 1 year: 21.43%
• 5 years: 103.84%
• 10 years: 137.03%
• Sector: Financials
• Industry: Property & Casualty Insurance

About: Markel's primary business is property and casualty insurance. The company focuses primarily on specialty lines, ranging from areas such as executive liability to commercial equine insurance. The acquisition of Alterra in 2013 added substantial reinsurance operations, which now account for a little over 10% of premiums. The company uses capital generated by its insurance operations to buy noninsurance operations in diverse areas, such as bakery equipment manufacturing and residential homebuilding.

Employees: 22,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

546% more call options, than puts

Call options by funds: $226M | Put options by funds: $35M

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

39% more funds holding in top 10

Funds holding in top 10: 31 [Q3] → 43 (+12) [Q4]

13% more capital invested

Capital invested by funds: $15.2B [Q3] → $17.1B (+$1.96B) [Q4]

4% more funds holding

Funds holding: 780 [Q3] → 809 (+29) [Q4]

2.64% more ownership

Funds ownership: 74.76% [Q3] → 77.4% (+2.64%) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 281

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $2,025 13% upside
• Avg. target: $2,025 13% upside
• High target: $2,025 13% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

RBC Capital Scott Heleniak 68% 1-year accuracy 30 / 44 met price target

13% upside $2,025

Sector Perform Maintained

7 Feb 2025