Markel Group
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 less than 15% 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: 21,600
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
546% more call options, than puts
Call options by funds: $226M | Put options by funds: $35M
69% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 52
29% more funds holding in top 10
Funds holding in top 10: 31 [Q3] → 40 (+9) [Q4]
12% more capital invested
Capital invested by funds: $15.2B [Q3] → $17.1B (+$1.83B) [Q4]
2.03% more ownership
Funds ownership: 75.0% [Q3] → 77.03% (+2.03%) [Q4]
1% more funds holding
Funds holding: 779 [Q3] → 790 (+11) [Q4]
9% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 276
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
RBC Capital Scott Heleniak 73% 1-year accuracy 35 / 48 met price target | 10%upside $2,025 | Sector Perform Maintained | 7 Feb 2025 |
TD Cowen Andrew Kligerman 70% 1-year accuracy 7 / 10 met price target | 0%downside $1,836 | Hold Downgraded | 2 Dec 2024 |
Financial journalist opinion
Based on 13 articles about MKL published over the past 30 days
