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 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
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
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
80% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 51
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: 779 [Q3] → 810 (+31) [Q4]
2.65% more ownership
Funds ownership: 74.75% [Q3] → 77.4% (+2.65%) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 281
Research analyst outlook
We haven’t received any recent analyst ratings for MKL.
Financial journalist opinion
Based on 16 articles about MKL published over the past 30 days
Neutral
PRNewsWire
20 hours ago
Markel enhances its International War and Terrorism presence in the US with Senior Underwriter hire and Underwriting Support Specialist
LONDON , May 14, 2025 /PRNewswire/ -- Markel Insurance, the insurance operations within Markel Group Inc. (NYSE:MKL), today announced that it has made two key appointments to drive further profitable growth across its International War and Terrorism portfolio. In his new position as Senior Underwriter – War and Terrorism, Joshua Watson will be responsible for identifying and underwriting complex risk across the organisation's Stand-Alone Terrorism, Terrorism Liability, Strikes, Riots and Civil Commotion (SRCC) and Active Assailant product suite.
Neutral
PRNewsWire
1 day ago
Markel launches first-of-its-kind affirmative cyber product for collateral war cover
LONDON , May 13, 2025 /PRNewswire/ -- Markel Insurance, the insurance operations within Markel Group Inc. (NYSE:MKL), today launched an innovative, specialist cyber product to provide up to US$5 million of cover per risk for indirect losses arising from an act of war. Cyber risks are a significant concern for large organisations, particularly those in sectors including critical infrastructure, technology, finance and energy.
Neutral
PRNewsWire
1 week ago
Markel Group announces redemption of Series A Preferred Shares
RICHMOND, Va. , May 7, 2025 /PRNewswire/ -- Markel Group Inc. (NYSE: MKL) will redeem for cash all of its outstanding Series A 6.000% Fixed-Rate Reset Non-Cumulative Preferred Shares, no par value (the Series A Preferred Shares), effective June 1, 2025 (the Redemption Date) at a price of $1,000 per share, which is equal to the per-share liquidation preference of the Series A Preferred Shares.
Neutral
PRNewsWire
1 week ago
Markel launches Clinical Trials products to support clinical trials research, globally
LONDON , May 7, 2025 /PRNewswire/ -- Markel Insurance, the insurance operations within Markel Group Inc. (NYSE: MKL), today announced the launch of its Clinical Trials insurance product – underscoring its commitment to providing best-in-class solutions to support clinical trials research and product development on an international scale. The new clinical trials offering provides comprehensive cover to sponsors, researchers and participants throughout all phases of clinical research and is tailored to meet the regulatory requirements of more than 100 territories, ensuring smooth and compliant trial operations, worldwide.
Neutral
GlobeNewsWire
1 week ago
Velocity Announces Strategic Sale of Velocity Specialty Insurance Company; Oaktree to Fully Exit
Nashville, TN, May 05, 2025 (GLOBE NEWSWIRE) -- Velocity HoldCo, LLC (“Velocity” or the “Company”), the former parent company for Velocity Specialty Insurance Company (“VSIC”) and Velocity Risk Underwriters, LLC (“VRU”), announced the sale of VSIC to FM, a leading property mutual insurance company. This transaction follows the earlier sale of VRU to Ryan Specialty (NYSE: RYAN) which together represents a full exit of Oaktree Capital Management, L.P.
Negative
Seeking Alpha
1 week ago
Markel's Valuation Remains Attractive, But Growth Outlook Tempers Enthusiasm (Rating Downgrades)
Markel has outperformed its peers in the iShares U.S. Insurance ETF, delivering a 15% return over the past 6 months. We previously argued that MKL trades at a significant discount to its peers and its financial asset investments. However, now the growth outlook is deteriorating, making Markel less attractive.
Neutral
Seeking Alpha
1 week ago
Markel Group, Inc. (MKL) Q1 2025 Earnings Call Transcript
Markel Group, Inc. (NYSE:MKL ) Q1 2025 Earnings Conference Call May 1, 2025 9:30 AM ET Company Participants Thomas Gayner - Chief Executive Officer Brian Costanzo - Chief Financial Officer Simon Wilson - Chief Executive Officer of Markel Insurance Mike Heaton - Executive Vice President and Chief Operating Officer Conference Call Participants Andrew Kligerman - TD Securities Mark Hughes - Truist Securities Andrew Andersen - Jefferies Operator Good morning, and welcome to the Markel Group's First Quarter 2025 Conference Call. All participants will be in a listen-only mode.
Positive
Zacks Investment Research
1 week ago
Markel Group Q1 Earnings Top Estimates on Solid Reinsurance Unit
MKL's Q1 results reflect solid performance at the Reinsurance segment, improved net investment income and lower expenses, offset by decreased premiums.
Positive
Zacks Investment Research
2 weeks ago
Markel Group (MKL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Markel Group (MKL) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
2 weeks ago
Markel Group (MKL) Tops Q1 Earnings Estimates
Markel Group (MKL) came out with quarterly earnings of $25.72 per share, beating the Zacks Consensus Estimate of $18.89 per share. This compares to earnings of $18.17 per share a year ago.
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