MKL
MARKEL GROUP INC.
$1,846.00
+0.87%
$23.1B
No data for this timeframe.
Vol
Market Cap$23.1B
Cap SizeLarge Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$9.9B
Inst. Activity35 buys / 10 sells
Insider Activity3B / 2S
Insider Net $$98.5K
Reddit Sentiment50° Neutral
SEC Reports4
Congressional2 trades
Recent Activity
May 22, 2026
Insider
Harris Greta J sold 35 shares
Director @ $1,846.12 ($64.6K)
May 20, 2026
SEC
Markel Group filed an 8-K furnishing a leadership team presentation for its 2026 Annual Meeting of Shareholders. The pre
8-K — Impact 2/10
May 20, 2026
Insider
Cunningham Lawrence A was granted 89 shares
Director
May 20, 2026
Insider
Leopold Diane was granted 89 shares
Director
May 18, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 11,529 trades
Week starting 2026-05-18. Total ATS volume: 72,993 shares across 11,529 trades.
May 16, 2026
SEC
The court sanctioned plaintiff's Florida-based counsel for litigation misconduct in an insurance coverage case against M
COURT-RULING — Impact 2/10
May 8, 2026
SEC
Two directors at Markel Group made open-market purchases totaling ~$282K, representing less than 0.01% of market cap. Th
CLUSTER — Impact 2/10
Inst.
MARSHALL WACE, LLP — DOUBLED
53,900 shares ($103.2M)
Price Targets
$2,005.40
+8.6% upside
Buy
Current $1,846.00
Low $1,880.00
Median $1,990.00
High $2,107.00
5 analysts
$1,880.00
$2,107.00
Analyst Ratings
0Strong Buy
0Buy
9Hold
4Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 30, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| Feb 6, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $28.80 ▼ -5.3% | $25.17 — $31.92 | 12% YoY | 4 |
| Next Q | $27.27 ▼ -4.4% | $25.51 — $29.03 | -14% YoY | 4 |
| Current FY | $111.57 ▼ -4.2% | $102.90 — $122.31 | -1% YoY | 5 |
| Next FY | $121.74 ▼ -4.2% | $113.61 — $138.53 | 9% YoY | 5 |
Latest Reports
NEUTRAL
8-K
2/10
Markel Group filed an 8-K furnishing a leadership team presentation for its 2026 Annual Meeting of Shareholders. The pre
May 20, 2026
NEUTRAL
COURT-RULING
2/10
The court sanctioned plaintiff's Florida-based counsel for litigation misconduct in an insurance coverage case against M
May 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $1.4B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | — |
| DAVIS SELECTED ADVISERS | $734.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Harris Greta | SELL | $64.6K |
| May 20, 2026 | Cunningham Lawrence | A | $0.00 |
| May 20, 2026 | Leopold Diane | A | $0.00 |
| May 20, 2026 | Housel Morgan | A | $0.00 |
| May 20, 2026 | OREILLY MICHAEL | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
2 members: 1 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | BUY | $1,001 - $15,000 |
| Thomas Kean | R | SELL | $15,001 - $50,000 |
50 institutional holders with $9.9B total value (5,179,771 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 35 institutions added/increased vs 10 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 710,606 | $1.4B | 13.7% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 544,507 | $1.0B | 10.5% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 524,201 | $1.0B | 10.1% | — |
| 5 | DAVIS SELECTED ADVISERS | 383,433 | $734.0M | 7.4% | — |
| 6 | Select Equity Group, L.P. | 377,643 | $722.8M | 7.3% | — |
| 7 | MORGAN STANLEY | 357,087 | $683.5M | 6.9% | — |
| 8 | STATE STREET CORP | 306,990 | $587.6M | 5.9% | — |
| 9 | BAILLIE GIFFORD & CO | 175,068 | $335.1M | 3.4% | — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 136,985 | $262.2M | 2.6% | — |
| 11 | BANK OF AMERICA CORP /DE/ | 136,084 | $260.5M | 2.6% | — |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 106,673 | $204.2M | 2.1% | — |
| 13 | Polar Capital Holdings Plc | 80,000 | $153.1M | 1.5% | — |
| 14 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 79,800 | $152.7M | 1.5% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 77,976 | $149.3M | 1.5% | — |
| 16 | JENNISON ASSOCIATES LLC | 71,444 | $136.7M | 1.4% | — |
| 17 | Legal & General Group Plc | 70,695 | $135.3M | 1.4% | — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 70,574 | $135.1M | 1.4% | — |
| 19 | RAYMOND JAMES FINANCIAL INC | 67,890 | $129.9M | 1.3% | — |
| 20 | HighTower Advisors, LLC | 62,653 | $119.9M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | DOUBLED | 18,997 | 53,900 | +183.7% | $103.2M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 26,031 | 34,621 | +33.0% | $66.3M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 15,637 | 29,693 | +89.9% | $56.8M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 18,554 | 28,697 | +54.7% | $54.9M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 10,778 | 16,181 | +50.1% | $31.0M | 2026-Q1 |
| Korea Investment CORP | ADD | 9,061 | 13,982 | +54.3% | $26.8M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 23,482 | 12,131 | -48.3% | $23.2M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 2,267 | 11,475 | +406.2% | $22.0M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 6,185 | 9,171 | +48.3% | $17.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 8,448 | — | $16.2M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 2,694 | 7,112 | +164.0% | $13.6M | 2026-Q1 |
| Tredje AP-fonden | DOUBLED | 1,206 | 5,365 | +344.9% | $10.3M | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 3,302 | 5,344 | +61.8% | $10.2M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | ADD | 2,687 | 4,512 | +67.9% | $8.6M | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 1,567 | 3,144 | +100.6% | $6.0M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 1,010 | 3,000 | +197.0% | $5.7M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 4,363 | 2,664 | -38.9% | $5.1M | 2026-Q1 |
| Rathbones Group PLC | ADD | 1,563 | 2,616 | +67.4% | $5.0M | 2026-Q1 |
| Beacon Pointe Advisors, LLC | DOUBLED | 717 | 2,291 | +219.5% | $4.4M | 2026-Q1 |
| COMMERCE BANK | ADD | 1,594 | 1,993 | +25.0% | $3.8M | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 3,703 | 1,921 | -48.1% | $3.7M | 2026-Q1 |
| Mariner, LLC | TRIM | 2,596 | 1,833 | -29.4% | $3.5M | 2026-Q1 |
| Waverly Advisors, LLC | DOUBLED | 661 | 1,772 | +168.1% | $3.4M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 418 | 1,744 | +317.2% | $3.3M | 2026-Q1 |
| Wealthfront Advisers LLC | ADD | 921 | 1,731 | +87.9% | $3.3M | 2026-Q1 |
15 unique insiders with 27 transactions. Net insider value: $98.5K ($371.1K bought, $272.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Harris Greta J | Director | SELL | 35 | $1,846.12 | $64.6K |
| May 20, 2026 | Cunningham Lawrence A | Director | AWARD | 89 | — | — |
| May 20, 2026 | Leopold Diane | Director | AWARD | 89 | — | — |
| May 20, 2026 | Housel Morgan E. | Director | AWARD | 89 | — | — |
| May 20, 2026 | OREILLY MICHAEL | Director | AWARD | 89 | — | — |
| May 20, 2026 | Harris Greta J | Director | AWARD | 89 | — | — |
| May 20, 2026 | Besca Mark | Director | AWARD | 89 | — | — |
| May 20, 2026 | Morrison Harold Lawrence Jr. | Director | AWARD | 89 | — | — |
| May 20, 2026 | MICHAEL JONATHAN E | Director | AWARD | 89 | — | — |
| May 15, 2026 | Costanzo Brian J. | Chief Financial Officer | J | 30.128 | $1,659.60 | $50.0K |
| May 15, 2026 | Costanzo Brian J. | Chief Financial Officer | TAX W/H | 13.08 | $1,844.00 | $24.1K |
| May 15, 2026 | Grinnan Richard Randolph | SVP, Chief Legal Officer & Sec | TAX W/H | 116.358 | $1,844.00 | $214.6K |
| May 15, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | TAX W/H | 74.866 | $1,844.00 | $138.1K |
| May 15, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | J | 60.256 | $1,659.60 | $100.0K |
| May 15, 2026 | GAYNER THOMAS SINNICKSON | Chief Executive Officer | TAX W/H | 481.668 | $1,844.00 | $888.2K |
| May 7, 2026 | Leopold Diane | Director | BUY | 50 | $1,789.19 | $89.5K |
| May 6, 2026 | Leopold Diane | Director | BUY | 100 | $1,792.61 | $179.3K |
| May 1, 2026 | Puckett A. Lynne | Director | BUY | 57 | $1,795.53 | $102.3K |
| Mar 31, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | J | 9.22 | $1,626.96 | $15.0K |
| Mar 31, 2026 | Costanzo Brian J. | Chief Financial Officer | J | 1.844 | $1,626.96 | $3.0K |
| Feb 26, 2026 | Wilson Simon | EVP and CEO, Markel Insurance | SELL | 100 | $2,079.48 | $207.9K |
| Feb 24, 2026 | Grandis Meade P. | CAO and Controller | AWARD | 69.722 | — | — |
| Feb 24, 2026 | Crowley Andrew G. | EVP & Pres., Markel Ventures | AWARD | 830.02 | — | — |
| Feb 24, 2026 | Costanzo Brian J. | Chief Financial Officer | AWARD | 654.641 | — | — |
| Feb 24, 2026 | Grinnan Richard Randolph | SVP, Chief Legal Officer & Sec | AWARD | 800.508 | — | — |
| Feb 24, 2026 | GAYNER THOMAS SINNICKSON | Chief Executive Officer | AWARD | 4,483.616 | — | — |
| Feb 24, 2026 | Wilson Simon | EVP and CEO, Markel Insurance | AWARD | 868.117 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 2.3/10.
NEUTRAL
8-K
2/10
Markel Group filed an 8-K furnishing a leadership team presentation for its 2026 Annual Meeting of S
May 20, 2026
NEUTRAL
COURT-RULING
2/10
The court sanctioned plaintiff's Florida-based counsel for litigation misconduct in an insurance cov
May 16, 2026
NEUTRAL
CLUSTER
2/10
Two directors at Markel Group made open-market purchases totaling ~$282K, representing less than 0.0
May 8, 2026
NEUTRAL
DEFA14A
3/10
Markel Group Inc. has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting of
Apr 2, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 14 analysts: 0 strong buy, 0 buy, 9 hold, 4 sell, 1 strong sell.
Analyst Price Targets
$2,005.40 mean target
+8.6% upside
Buy (3.00)
$1,880.00 Low
$2,107.00 High
| Metric | Value |
|---|---|
| Current Price | $1,846.00 |
| Target Low | $1,880.00 |
| Target Mean | $2,005.40 |
| Target Median | $1,990.00 |
| Target High | $2,107.00 |
| # Analysts | 5 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$28.80 | $25.17 | $31.92 | 12.4% | -5.3% | 1↑ 2↓ | $4.5B | -2.2% | 4 |
| Next Q 2026-09-30 |
$27.27 | $25.51 | $29.03 | -13.7% | -4.4% | 0↑ 3↓ | $3.8B | -3.6% | 4 |
| Current FY 2026-12-31 |
$111.57 | $102.90 | $122.31 | -0.5% | -4.2% | 0↑ 3↓ | $15.4B | -0.6% | 5 |
| Next FY 2027-12-31 |
$121.74 | $113.61 | $138.53 | 9.1% | -4.2% | 0↑ 3↓ | $15.9B | 3.1% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $28.802 | |
| 7d ago | $29.370 | -0.568 |
| 30d ago | $30.430 | -1.628 |
| 60d ago | $30.563 | -1.761 |
| 90d ago | $30.090 | -1.288 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 30, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Feb 6, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 0 | 0 | 8 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| 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) |
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Is this a bullish indicator for an American company?
▲ 1
💬 0
⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 11,529 trades
Week starting 2026-05-18. Total ATS volume: 72,993 shares across 11,529 trades.
May 15, 2026
Enforcement
James Stokes v. Markel American Insurance Co.
Court ruling from District Court, D. Delaware. Docket: 1:19-cv-02014
May 11, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 12,410 trades
Week starting 2026-05-11. Total ATS volume: 87,262 shares across 12,410 trades.
May 4, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 13,550 trades
Week starting 2026-05-04. Total ATS volume: 82,708 shares across 13,550 trades.
Apr 29, 2026
earnings_calendar
MKL Q1 2026 Earnings After Market Close — 2026-04-29
Apr 28, 2026
earnings_calendar
MKL Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: MKL — 0.2M shares, 23,110 trades
Week starting 2026-04-27. Total ATS volume: 163,833 shares across 23,110 trades.
Apr 20, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 12,625 trades
Week starting 2026-04-20. Total ATS volume: 74,444 shares across 12,625 trades.
Apr 13, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 13,288 trades
Week starting 2026-04-13. Total ATS volume: 63,542 shares across 13,288 trades.
Apr 6, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 13,471 trades
Week starting 2026-04-06. Total ATS volume: 72,735 shares across 13,471 trades.
Mar 30, 2026
short_interest
FTD: MKL — 2,021 shares ($3.8M) failed to deliver
Settlement: 20260330, Price: $1867.29, FTD Value: $3,773,793.09, MARKEL GROUP INC.
Mar 23, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 8,883 trades
Week starting 2026-03-23. Total ATS volume: 57,644 shares across 8,883 trades.
Mar 16, 2026
short_interest
FTD: MKL — 2,070 shares ($4.0M) failed to deliver
Settlement: 20260316, Price: $1942.78, FTD Value: $4,021,554.6, MARKEL GROUP INC.
Mar 2, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 9,201 trades
Week starting 2026-03-02. Total ATS volume: 53,094 shares across 9,201 trades.
Feb 23, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 11,453 trades
Week starting 2026-02-23. Total ATS volume: 57,060 shares across 11,453 trades.
Feb 9, 2026
dark_pool
Dark Pool: MKL — 0.1M shares, 12,245 trades
Week starting 2026-02-09. Total ATS volume: 63,464 shares across 12,245 trades.