Markel Group (MKL)
Combines specialty insurance with decentralized industrial, financial-services, and consumer businesses.
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Combines global specialty insurance with decentralized industrial, financial-services, consumer, and other operating businesses. Revenue comes from underwriting, insurance services, investment management, and owned subsidiaries, while capital allocation and the Markel Style connect a portfolio whose insurance results depend on catastrophe losses, reserves, reinsurance, and investment income.
Combines specialty insurance with owned industrial, financial-services, consumer, and other operating businesses. Markel Insurance underwrites specialty risks globally, while Industrial, Financial, and Consumer and Other hold decentralized businesses ranging from building products and life-safety services to insurance program services and consumer operations.
Uses underwriting capital, investment returns, and retained earnings to support acquisitions and locally led subsidiaries. The Markel Style emphasizes autonomy, long-term value, customer service, and limited bureaucracy, while the parent supplies capital allocation, governance, leadership, and cultural support.
Insurance results depend on underwriting discipline, catastrophe losses, reserves, reinsurance availability, investment income, and multiple regulatory regimes. Global Reinsurance is in run-off after its renewal rights were sold, and the decentralized model depends on capable local leaders and consistent oversight.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Apr 30, 2026 | Truist Financial | Target | Target: $2,100 | Target: $1,950 |
| Feb 6, 2026 | Truist Financial | Target | Target: $1,500 | Target: $2,100 |
| Dec 2, 2024 | TD Cowen | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.76B · Total debt $4.37B · Total assets $71.26B · Shareholders' equity $19.01B
- Revenue
- $5.20B
- Operating income
- $1.52B
- Net income
- $1.17B
No dividends on record.
| Institutions | 78.42% | 9.72M shares | |
|---|---|---|---|
| 942 holders · as of Jun 30, 2026 | |||
| Insiders | 1.38% | 171.2K shares | |
| 19 holders · as of Jul 16, 2026 | |||
| Other | 20.20% | 2.50M shares | |
| remainder | |||
12.39M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 5.63% | 697,836 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.40% | 545,650 | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.21% | 521,976 | as of Jun 30, 2026 |
Davis Selected AdvisersInstitution | 3.28% | 406,759 | as of Jun 30, 2026 |
Morgan StanleyInstitution | 2.83% | 350,660 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 22, 2026 | Greta J. Harris | director | −76 | $1,847.31 |
| May 7, 2026 | Diane Leopold | director | +50 | $1,789.19 |
| May 6, 2026 | Diane Leopold | director | +100 | $1,792.61 |
| May 1, 2026 | A. Lynne Puckett | director | +57 | $1,795.53 |
| Feb 26, 2026 | Simon Wilson | officer: EVP and CEO, Markel Insurance | −100 | $2,079.48 |
- W. R. Berkley
Broad specialty-commercial peer with a decentralized underwriting model
- Chubb
Global commercial and specialty insurer across retail and wholesale channels
- Arch Capital Group
Global specialty carrier spanning insurance and reinsurance markets
- Kinsale Capital Group
Focused U.S. E&S underwriter for hard-to-place commercial risks
- RenaissanceRe
Third-party catastrophe-capital and ILS management rival
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Markel Group | $1,759.27 | −0.87% | $21.99B | 9.8 | 15.3 | 1.3 | +17.6% |
| W. R. Berkley | $68.36 | −0.63% | $25.61B | 14.1 | 14.4 | 1.4 | +1.2% |
| Chubb | $336.43 | −0.25% | $130.11B | 11.9 | 12.0 | 2.1 | −1.3% |
| Arch Capital Group | $95.40 | −0.40% | $33.46B | 7.5 | 10.1 | 1.7 | −22.3% |
| Kinsale Capital Group | $353.86 | −1.21% | $8.16B | 14.5 | 16.9 | 4.1 | −3.7% |
| RenaissanceRe | $326.32 | +0.01% | $13.56B | 5.6 | 8.1 | 1.3 | −28.5% |
| Median | 11.9 | 12.0 | 1.7 | −3.7% |