Markel Group
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
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
75% more first-time investments, than exits
New positions opened: 91 | 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] → $17.2B (+$1.98B) [Q4]
3% more funds holding
Funds holding: 781 [Q3] → 808 (+27) [Q4]
2.72% more ownership
Funds ownership: 74.93% [Q3] → 77.65% (+2.72%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 280
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$2,025
8%
upside
Avg. target
$2,025
8%
upside
High target
$2,025
8%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
RBC Capital Scott Heleniak 80% 1-year accuracy 37 / 46 met price target | 8%upside $2,025 | Sector Perform Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 6 articles about MKL published over the past 30 days
Neutral
PRNewsWire
3 days ago
Markel further enhances Wholesale Claims service with key promotions and Technical Claims Lead hire
LONDON , March 24, 2025 /PRNewswire/ -- Markel, the insurance operations within Markel Group Inc. (NYSE:MKL), today announced that it has made three internal promotions and hired a Technical Claims Lead to further enhance its award-winning Wholesale Claims service for brokers, insureds and trading partners. The quartet of appointments include Dan Thomas, who's joined the business as Marine Technical Claims Lead, where he'll work closely as part of Markel's Marine Liability Claims team with the underwriters by providing feedback on policy wordings and claims insights for both renewal and new business, while fostering relationships with broker partners.
Positive
Seeking Alpha
4 days ago
How To Invest $100,000 In A Buffett-Inspired Dividend Portfolio
Berkshire Hathaway has increased its stakes in five major Japanese trading houses, nearing the 10% ownership threshold. Warren Buffett's annual letter revealed that these trading houses have agreed to relax ownership limits, allowing Berkshire to expand its holdings. These tradings houses deal internationally in energy, mining, minerals, food & beverage, machinery and specialty chemicals.
Positive
Seeking Alpha
1 week ago
Markel Group: Positive Change In Insurance Leadership
I view the appointment of Simon Wilson as CEO of Markel Insurance as highly positive. Share buybacks will keep increasing due to the option to redeem the preferred shares at $1,000 per share on June 1st. The value of the insurance business and Markel Ventures separately exceeds its current market cap, but a spin-off would not be positive over the long term.
Neutral
PRNewsWire
1 week ago
Markel Group appoints Simon Wilson as Chief Executive Officer of Markel Insurance
RICHMOND, Va. , March 17, 2025 /PRNewswire/ -- Markel Group Inc. (NYSE: MKL) announced today that Simon Wilson, currently President of Markel International, has been appointed Chief Executive Officer of the company's three primary underwriting businesses—Markel Specialty, Markel International, and Markel Global Reinsurance—which will collectively be referred to as Markel Insurance.
Neutral
PRNewsWire
1 week ago
Tony Markel to retire as Vice Chairman of Markel Group in May 2025 and Jon Michael joins Board of Directors
RICHMOND, Va. , March 17, 2025 /PRNewswire/ -- Markel Group Inc. (NYSE: MKL) announced today that Anthony F.
Neutral
PRNewsWire
2 weeks ago
Markel announces realignment of Excess Casualty leadership in Markel Specialty's Southeast Region
RICHMOND, Va. , March 7, 2025 /PRNewswire/ -- Markel, the insurance operations within Markel Group Inc. (NYSE: MKL), announced today that Nan Fine was promoted to Managing Director, Casualty, Southeast Region, Markel Specialty, and Hillary Warren has been appointed as Manager for Commercial Wholesale Excess Casualty, Southeast Region, strengthening the alignment of Markel Specialty's Excess Casualty team in the region.
Neutral
PRNewsWire
1 month ago
Markel appoints Dean Johnson as Senior Underwriter in Transport and Logistics
LONDON , Feb. 25, 2025 /PRNewswire/ -- Markel, the insurance operation within Markel Group Inc. (NYSE: MKL), today announced that Dean Johnson has been appointed to the role of Senior Underwriter, Transport and Logistics, effective immediately. Based in London, Johnson will be focused on driving the profitable expansion of the Transport and Logistics portfolio by underwriting liability and property package policies for the ports, terminals and marine trades industries, as well as cargo liabilities and marine professional indemnity, globally.
Neutral
The Motley Fool
1 month ago
Prediction: This Incredible Stock Could Be Worth $5,000 Per Share by 2030
Markel (MKL -1.52%) is often thought of as an earlier-stage version of Berkshire Hathaway (BRK.A -0.33%) (BRK.B -0.19%), but it hasn't exactly been doing as well as the Warren Buffett-led conglomerate recently. In this video, Matt Frankel, CFP®, discusses why that could change soon.
Positive
Seeking Alpha
1 month ago
Markel Group: A Face-Off Between Long And Short-Term Strategy
Markel Group, led by CEO Tom Gayner, operates three profit engines: insurance, investments, and control investments through Markel Ventures, mirroring Berkshire Hathaway's system. The company's strong culture, built on trust and long-term relationships, attracts the right employees, shareholders, and business partners, crucial for sustained success. Activist investor JANA Partners' involvement and the ensuing business review may threaten Markel Ventures' stability and long-term strategy, potentially harming its competitive edge.
Positive
Zacks Investment Research
1 month ago
MKL Q4 Earnings Beat Estimates on Higher Net Investment Income
Markel Group's Q4 results reflect improved net investment income and reduced operating expenses, offset by lower earned premiums.
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