Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$23.2B
12M shares
52-week range
$1,719.41 – $2,207.59
32% from low
Sector
FIRE, MARINE & CASUALTY INSURANCE
Exchange
NYSE
CS
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 company uses capital generated by its insurance operations to buy noninsurance operations in diverse areas, such as bakery equipment manufacturing and residential homebuilding.
www.mklgroup.comNo one on the platform currently holds MKL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 34,621 | $66.3M |
| Bridgewater Associatesas of 2026-03-31 | 2,053 | $3.9M |
No one on the platform has traded MKL yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $15.2B | -10.0% | $103.17 | $93.03–$110.58 | 18.2× | 2 |
| 2027 | $15.2B | +0.4% | $114.01 | $104.79–$127.78 | 16.4× | 5 |
| 2028 | $15.9B | +4.6% | $109.77 | $99.44–$120.10 | 17.1× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $30.64 | $20.24 | -33.9% |
| 2026-04-28 | $26.47 | $21.61 | -18.4% |
| 2026-02-04 | $27.62 | $34.45 | +24.7% |
| 2025-10-29 | $24.02 | $30.90 | +28.6% |
| 2025-07-30 | $24.97 | $25.46 | +2.0% |
| 2025-04-30 | $16.77 | $25.72 | +53.4% |
| 2025-02-05 | $19.00 | $20.51 | +7.9% |
| 2024-10-30 | $21.43 | $17.34 | -19.1% |
| $26.8B |
| — |
| SHGShinhan Financial Group Co., Ltd. | $75.81 | +2.10% | $35.8B | — |
| TROWT. Rowe Price Group, Inc. | $114.02 | +0.35% | $24.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$MKL $ULTA $DRI $IHG $BNTX Markel combines insurance with long-term investing, Ulta Beauty benefits from premium cosmetics demand, Darden Restaurants expands casual dining brands, InterContinental Hotels benefits from travel demand, and BioNTech advances oncology innovation.
View on StockTwits ↗$MKL Negative (79%): MKL's stock price is likely to face downward pressure as the large profit miss raises the prospect of lower forward earnings estimates and a larger valuation discount for reserve uncertainty and continuing expenses... Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/4cddb57584dc1ef2?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗$MKL at some point, Wall Street activists are going to want to see some major structural things to occur. at some point, the stock price has to reflect the value of the underlying businesses.
View on StockTwits ↗$MKL I suspect about 1% a quarter is about as bold as you will see from Gaynor. That’s what he did last quarter and it was priced quite a bit lower than it is now. He’s a pretty cautious dude.
View on StockTwits ↗$MKL this kinda don’t move a lot got some shares this morning
View on StockTwits ↗$MKL I expect a MAJOR stock re-purchase program beginning next week. this is pathetic and will draw the activist shareholders back to the stock, its strategy, and its capital allocation strategies
View on StockTwits ↗$MKL Markel reports Q2 revenue $4.02B, consensus $4.5B Reports Q2 adjusted operating income, which excludes market movements in equity portfolio, $436M vs. $578M last year. "In the first half of 2026, our insurance underwriting improved, our businesses generated strong cash flow, and we continued to allocate capital with discipline, including ongoing share repurchases funded from net earnings," said Tom Gayner, Chief Executive Officer. "Also, our diversified array of businesses generated nearly $1 billion of adjusted operating income. For the balance of 2026, the improvement of our insurance operations should continue."
View on StockTwits ↗$MKL Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $93.08 up 86.91% YoY • Reported revenue of $4.02B down -0.10% YoY
View on StockTwits ↗$KNSL $MKL Something I’m watching in Earnings. Markel continues to take business from Kinsale.
View on StockTwits ↗$MKL Buy Jefferies raises target price to $2,020 from $1,990
View on StockTwits ↗$MKL Current Stock Price: $1878.27 Contracts to trade: $1880.0 MKL Jul 17 2026 Call Entry: $40.10 Exit: $73.78 ROI: 84% Hold ~26 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$MKL This stopped being funny a while ago, Markel! What’s going on? Is everyone pulling out money from”boring” stocks to fuel the AI bubble or a ridiculous rocket IPO? Or to fund their losses on leveraged bitcoin investments going south? This is a long term hold, but -18% year to date kind of stings.
View on StockTwits ↗$MKL Longtime shareholder in Markel and $BRK.B and here is why. https://x.com/dilksjay/status/2062969419253551360?s=61
View on StockTwits ↗$BRK.B Berkshire has $350 billion in cash sitting on the sidelines. Village could be in the cross hairs. $MKL owns Costa Farms - Plants Sold Fresh from the Farm https://share.google/HyHpPhwFcEqR6cWoQ
View on StockTwits ↗$MKL Just attended the annual reunion in Richmond Virginia. I liked the shareholder commitment and sentiment. Met many of the Markel employees frim all over the world. Up and to the right!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.