Market Cap
$21.2B
MKL
MARKEL GROUP INC.
$1,737.18 ▲ +0.64%
Prev close $1,726.11Market cap$21.2B
12-mo target$1,956.33 (+12.6%)
Insider Buying Cluster (2 insiders)34 New Institutional Positions16 Institutional ExitsCongressional Activity (5) Traditional Finance
Snapshot
The big-picture read on MKL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$13.2B
Inst. Activity
34 buys / 16 sells
Insider Activity
$371.1K buy / $348.3K sell
Insider Net $
$22.7K
Social Sentiment
50° Neutral
SEC Reports
6
Press Releases
1
Congressional
9 trades
Price chart 30d -5.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 other
Sep 4, 2026 Press Markel International appoints Nick Rugg to Head of Financial Institutions & Fintech - PFR & Cyber, International
LONDON, Sept. 17, 2026 /PRNewswire/ -- Markel Insurance, the insurance operation within Markel Group
Markel announced a strategic collaboration with Midwest General Insurance Agency (a subsidiary of Acrisure) to expand it
Impact 2/10
Aug 25, 2026 Congress
Jul 29, 2026 SEC April McClain Delaney sell
$100,001 - $250,000 — House
Markel Group reported Q2 2026 adjusted operating income of $436M, down 25% YoY from $578M, driven by a $149M loss in the
PRESS-RELEASE — Impact 6/10
Jul 29, 2026 Congress
Jul 24, 2026 SEC April McClain Delaney sell
$1,001 - $15,000 — House
Markel Group announced a conference call on July 30, 2026 to discuss Q2 2026 results. No financial data or guidance was
PRESS-RELEASE — Impact 2/10
Jul 15, 2026 Insider
Crowley Andrew G. acquired 7.481 shares
EVP & Pres., Markel Ventures @ $1,730.49 ($12.9K)
Jun 30, 2026 Insider
Costanzo Brian J. acquired 2.164 shares
Chief Financial Officer @ $1,617.19 ($3.5K)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 9 | 4 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 9 | 4 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 8 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 8 | 4 | 1 | 0% |
Price targets
Where 6 covering analysts think MKL trades over the next 12 months.
$1,956.33 +12.6% upside Buy
Current$1,737.18 Low$1,671.00 Median$1,955.00 High$2,107.00 6 analysts
$1,671.00$2,107.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 5 neutral · avg impact 2.8/10.Plus 1 press releases.
BEARISHPRESS-RELEASE6/10
Markel Group reported Q2 2026 adjusted operating income of $436M, down 25% YoY from $578M, driven by
Jul 29, 2026
NEUTRALPRESS-RELEASE2/10
Markel Group announced a conference call on July 30, 2026 to discuss Q2 2026 results. No financial d
Jul 24, 2026
NEUTRAL8-K2/10
Markel Group filed an 8-K furnishing a leadership team presentation for its 2026 Annual Meeting of S
May 20, 2026
NEUTRALCOURT-RULING2/10
The court sanctioned plaintiff's Florida-based counsel for litigation misconduct in an insurance cov
May 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
other
Markel International appoints Nick Rugg to Head of Financial Institutions & Fintech - PFR & Cyber, International
LONDON, Sept. 17, 2026 /PRNewswire/ -- Markel Insurance, the insurance operation within Markel Group Inc. (NYSE: MKL), today announced the appointment
Sep 15, 2026
other
Markel International bolsters leadership in new Marine Transportation business with two key appointments
LONDON, Sept. 15, 2026 /PRNewswire/ -- Markel Insurance, the insurance operation within Markel Group Inc. (NYSE: MKL), today announced the appointment
Sep 4, 2026
contract
Markel announces collaboration with Midwest General Insurance Agency to expand small business workers compensation offering in California
RICHMOND, Va., Sept. 4, 2026 /PRNewswire/ -- Markel, the insurance operations within Markel Group Inc. (NYSE: MKL), announced today a strategic collab
Sep 2, 2026
ftd
FTD: MKL — 3,335 shares ($6.0M) failed to deliver
Settlement: 20260902, Price: $1797.28, FTD Value: $5,993,928.8, MARKEL GROUP INC.
Aug 31, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 13,763 trades
Week starting 2026-08-31. Total ATS volume: 95,579 shares across 13,763 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $26.85 | $25.68–$27.93 | -15.0% | +0.0% | 2↑ 1↓ | $3.8B | 3 |
| Next Q | $28.06 | $26.59–$29.70 | -25.0% | +0.0% | 2↑ 1↓ | $3.8B | 3 |
| Current FY | $94.08 | $65.19–$109.99 | -16.1% | +0.0% | 0↑ 5↓ | $16.0B | 5 |
| Next FY | $112.94 | $85.69–$129.41 | 20.0% | +0.0% | 1↑ 4↓ | $15.9B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $26.853 | — |
| 7d ago | $26.853 | — |
| 30d ago | $26.853 | — |
| 60d ago | $27.413 | -0.559 |
| 90d ago | $27.273 | -0.419 |
Institutional ownership
Which big funds own MKL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.2B total value (6,752,454 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 697,836 | $1.4B | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 545,650 | $1.1B | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 521,976 | $1.0B | 7.7% | — |
| DAVIS SELECTED ADVISERS | 406,759 | $794.4M | 6.0% | — |
| MORGAN STANLEY | 350,660 | $684.8M | 5.2% | — |
| Select Equity Group, L.P. | 331,679 | $647.8M | 4.9% | — |
| STATE STREET CORP | 312,169 | $609.7M | 4.6% | — |
| PRINCIPAL FINANCIAL GROUP INC | 307,791 | $601.2M | 4.6% | — |
| Boston Partners | 307,500 | $600.5M | 4.6% | — |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 230,637 | $450.4M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 145,542 | — | $284.2M |
| GOLDMAN SACHS GROUP INC | ADD | 49,258 | 88,210 | +79.1% | $172.3M |
| JANE STREET GROUP, LLC | ADD | 34,881 | 65,269 | +87.1% | $127.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 11,475 | 36,891 | +221.5% | $72.0M |
| Neuberger Berman Group LLC | DOUBLED | 491 | 35,163 | +7061.5% | $68.7M |
| Qube Research & Technologies Ltd | TRIM | 71,709 | 33,395 | -53.4% | $65.2M |
| Giverny Capital Inc. | TRIM | 42,944 | 30,877 | -28.1% | $60.3M |
| MILLENNIUM MANAGEMENT LLC | ADD | 15,059 | 29,726 | +97.4% | $58.1M |
| PFA Pension, Forsikringsaktieselskab | NEW | — | 29,293 | — | $57.2M |
| Woodline Partners LP | DOUBLED | 492 | 26,999 | +5387.6% | $52.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 40 transactions. Net $22.7K — $371.1K bought, $348.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | J | 7.481 | $1,730.49 | $12.9K |
| Jun 30, 2026 | Costanzo Brian J. | Chief Financial Officer | J | 2.164 | $1,617.19 | $3.5K |
| Jun 30, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | J | 2.817 | $1,617.19 | $4.6K |
| Jun 15, 2026 | MICHAEL JONATHAN E | Director | J | 65.922 | $1,668.65 | $110.0K |
| Jun 15, 2026 | Housel Morgan E. | Director | J | 65.922 | $1,668.65 | $110.0K |
| Jun 15, 2026 | Besca Mark | Director | J | 80.904 | $1,668.65 | $135.0K |
| Jun 15, 2026 | OREILLY MICHAEL | Director | J | 89.893 | $1,668.65 | $150.0K |
| Jun 15, 2026 | Leopold Diane | Director | J | 65.922 | $1,668.65 | $110.0K |
| Jun 15, 2026 | Puckett A. Lynne | Director | J | 65.922 | $1,668.65 | $110.0K |
| Jun 15, 2026 | Cunningham Lawrence A | Director | J | 32.961 | $1,668.65 | $55.0K |
Congressional trades
MKL trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 8 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | Markel Corp | Sep 10, 2026(17d) |
| Jul 29, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Markel Corp | Aug 4, 2026(7d) |
| Jul 28, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Markel Corp | Aug 4, 2026(8d) |
| Jul 27, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Markel Corp | Aug 4, 2026(9d) |
| Jul 24, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Markel Corp | Aug 4, 2026(12d) |
| Jun 29, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | Markel Corp | Jul 16, 2026(18d) |
| Jun 2, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | Markel Corp | Jul 16, 2026(45d) |
| Apr 30, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Markel Corp | May 7, 2026(8d) |
| Jan 23, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $15,001 - $50,000 | Markel Corp | Feb 20, 2026(29d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MKL.
Shares short
278,703
Settlement Sep 15, 2026
Change vs prior
+7.5%
Semi-monthly cycle
Days to cover
4.8
At avg daily volume
Of shares outstanding
≈2.3%
Estimate — not % of float
All MKL filing & press-release reports (7)
- PRESS-RELEASE reportSep 4, 2026
- PRESS-RELEASE reportJul 29, 2026
- PRESS-RELEASE reportJul 24, 2026
- 8-K reportMay 20, 2026
- COURT-RULING reportMay 16, 2026
- CLUSTER reportMay 8, 2026
- DEFA14A reportApr 2, 2026