MKL Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

03
Prix $1737.18
Capitalisation Boursière (MRQ) $21.56B
P/E (TTM) 9.6
BPA (TTM) $181.33
Revenu (TTM) $15.08B
ROE (TTM) 12.6%
Fourchette 52 semaines $1704–$2208

MKL Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

04
fourchette
barres

La granularité des barres s'adapte à la période sélectionnée — survolez le graphique pour voir l'ouverture/le maximum/le minimum/la clôture d'une barre.

À propos de Markel Group Inc. Common Stock Présentation de l'entreprise depuis Wikipedia

05 · wikidata

Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.

History

Company founder Samuel A. Markel formed the Mutual Casualty Association and established the Mutual Casualty Company in Norfolk, Virginia. The company headquarters later moved to Richmond, Virginia. Sam Markel's four sons, Lewis, Irvin, Stanley, and Milton, joined the business in the 1930s, and Markel Service, Inc. was created. During this time, Markel was actively involved in efforts to develop safety and other standards aimed at legitimizing the growing bus and trucking industries. Markel also assisted in passing the National Motor Carrier Act of 1935.

By the 1940s, Markel Service, Inc. earned a national following and developed a reputation for industry-leading claims adjusting and safety engineering. American Fidelity & Casualty, a sister company covering fleets of trucks and buses, also became the largest insurer of these risks in the United States. In 1980, the company became an insurance carrier when Essex Insurance Company was incorporated and licensed to write excess and surplus lines business.

In 1986, the Markel Corporation was listed on the NASDAQ exchange, with an IPO offered at $8.33 per share. The company's trading was moved to the NYSE in 1997. Markel gained access to specialty international markets in 2000, when Terra Nova Holdings, Ltd. was acquired and the London office opened. Branch offices later opened in the UK, Europe, Asia Pacific, and Canada. With a "permanent capital" investing approach, Markel Ventures acquired AMF Bakery Systems in 2005 and continued to acquire other varied and scalable businesses. With the $3.1 billion acquisition of Alterra Capital Holdings Limited, Markel added two additional insurance divisions, Markel Global and Markel Reinsurance.

In 2015, Markel acquired Bermuda-based CATCo, a specialist investment management business; and Markel Ventures announced a majority interest in CapTech.

In 2023, Markel Corporation changed its name to Markel Group Inc. Markel is headquartered in Richmond, Virginia, with 76 offices in 18 countries.

Timeline

Beginning in 1930, Markel established Markel Service, a separate company to handle direct and reinsurance of American Fidelity & Casualty.

In 1951, the company expanded into Canada by founding Markel Service Canada, Ltd., headquartered in Toronto, Ontario.

In 1959, the national claims division of American Fidelity & Casualty became National Claims Service, an independent adjuster that could be contracted by other insurance firms. The Safety Engineering Division also began offering services to other firms.

The company later expanded beyond truck and bus companies, led by the third generation of Markels: Anthony, Steve, and Gary.

In 1980, the company founded Essex Insurance Company in Delaware. Essex began as a property insurance company in White Bear Lake, Minnesota, but later moved to Richmond, Virginia.

In 1985, Prem Watsa took control of Markel Financial Holdings, a Canadian-based trucking insurance company. Near bankruptcy, Watsa determined it needed a capital injection.

In December 1986, Markel Corp. held its first IPO at $8.33 per share, valuing the company at $15 million. Shares traded on the NASDAQ.

In 1987, Markel reorganized Markel Financial Holdings (Canada) and renamed it Fairfax Financial Holdings Ltd., short for "fair, friendly acquisitions."

In December 1987, Markel Corp. acquired half of Shand Morahan & Company, an underwriter in Deerfield, Illinois.

In December 1990, Markel completed its acquisition of Shand. As part of the Shand acquisition, Markel Corp. also acquired American Underwriting Managers, an insurance underwriter in Pewaukee, Wisconsin, specializing in personal boat and motorcycle insurance.

In 1989, Markel Corp. acquired the Rhulen Agency of Monticello, New York. Rhulen is a specialty insurer for children's summer camps and youth organizations. Rhulen was later moved to Richmond, Virginia, and renamed Markel Insurance Company.

In the Spring of 1997, Markel Corp. trading moved to the NYSE.

In January 2000, Markel Corp. founded Markel Southwest Underwriters in Scottsdale, Arizona, after buying the Arizona policies of Acceptance Insurance Company.

In March 2000, Markel Corp. completed the acquisition of Terra Nova (Bermuda) Holdings Ltd.

In October 2009, Elliott Special Risks LP (ESR) was purchased by Markel International, a London-based specialty property and casualty insurer that runs the international operations of Markel Corp.

On October 30, 2009, Markel Ventures, Inc. acquired Panel Specialists, LLC., a manufacturer of panels, wall systems, casework, furniture, and countertops and other stone-related products.

On December 2, 2009, Markel Ventures, Inc. acquired a majority interest in Ellicott Dredge Enterprises, LLC, a company which manufactures dredging equipment for both domestic and international markets.

On May 10, 2010, at the Markel Corp. Annual Meeting, it was reported there would be a new management structure approved by the Board. Alan I. Kirshner would remain chairman and chief executive officer while Anthony F. Markel and Steven A. Markel would still serve as vice chairman. Reporting to them would be a three-member Office of the President. Thomas S. Gayner became president and chief investment officer, while Richard R. Whitt, III and F. Michael Crowley became president and co-chief operating officers.

On May 11, 2010, Markel Ventures, Inc. acquired Solbern, LLC, a manufacturer of food processing equipment for both the domestic and international markets.

In July 2010, Markel Corp. acquired Aspen Holdings, Inc. of Omaha, Nebraska.

In April 2011, Markel (UK) Limited launched Markel Direct, an online direct to customer distribution channel for specialist insurance.

On July 14, 2011, Markel Corp. acquired PartnerMD, LLC, a company which provides concierge medicine, a type of membership health-care service in which patients pay an annual fee for enhanced care that includes disease-prevention, health-maintenance, and around-the-clock access to a physician.

On October 19, 2011, Markel Ventures, Inc. acquired a majority interest in WI Holdings, Inc. ("Weldship") which manufactures, leases and sells high pressure tube trailers, certified ISO containers and other gas and liquid containers to industrial gas manufacturers, independent distributors, specialty chemical companies and the United States Government for use in the domestic and international compressed gas, electronic gas and specialty chemical industries.

On January 4, 2012, Markel Corp. completed the acquisition of Thompson Insurance Enterprises, a privately held program administrator underwriting multi-line, industry-focused insurance programs.

In February 2012, Markel's Camp Insurance Program joined forces with CampDoc.com, an electronic health record system for camps.

In June 2012, Markel Direct expanded product range into charity and community group risks.

In October 2012, Markel purchased Essentia Insurance Company.

On May 1, 2013, Markel Corporation completed its acquisition of Alterra Capital Holdings Limited.

On August 16, 2013, Markel Ventures, Inc. acquired Eagle Construction of VA.

In January 2014, Markel Corp. acquired Abbey Protection plc, an integrated specialty insurance and consultancy group headquartered in London.

On July 23, 2014, Markel Ventures, Inc. acquired majority interest in Cottrell, Inc., involved in the design, manufacture and delivery of automobile transport equipment.

On January 1, 2016, Thomas S. Gayner and Richard R. Whitt III began serving Markel as co-CEOs.

In June 2016, it was announced that Markel had joined the Fortune 500 for the first time.

In 2017, Markel merged their Global and Wholesale divisions and created Markel Assurance.

On May 1, 2017, Markel Corp. acquired SureTec Financial Corp., one of the largest privately owned surety companies in the US.

On July 26, 2017, Markel Corp. announced their plans to acquire majority interest in Costa Farms and their related operating companies. Costa Farms is the largest producer of ornamental plants in the world.

On November 1, 2017, Markel Corp. acquired State National Companies, Inc., a leading specialty provider of property and casualty insurance services.

On June 4, 2018, Markel Corp. announced their partnership with Rosemont Investment Partners LLC, a specialist investor focusing on making investments in asset and wealth management companies.

On August 31, 2018, Markel Corp. acquired Nephila Capital Ltd, a leading investment manager which specializes in reinsurance. Nephila Capital Ltd focuses on insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives.

On September 17, 2018, Markel Corp. announced their plans to acquire majority interest in Brahmin, a creator of fashion leather handbags.

On September 12, 2019, Markel announced their plans to acquire Caunce O'Hara & Company Limited, an Insurance Broker based in Manchester specialising in providing insurance to freelance and contract workers.

Markel Lines of Business

Insurance

Markel Specialty

Markel Specialty provides property and casualty cover for standard and hard-to-place risks to commercial customers and individuals for the insuring of: camps; child care centers; horses and farms; medical transportation, motorcycle, boat, and ATV owners; museums and fine art collections; pest control operators; schools; social service agencies; and small businesses.

Insurance-linked securities and insurance services

Markel CATCo

Based in Bermuda, Markel CATCo managed retrocessional and traditional reinsurance portfolios on behalf of financial institutions, charities, pension funds, family offices, and investment funds. CATCo was placed into runoff in 2019 and has 10 or fewer open contracts as of mid-2023.

Nephila

Based in Bermuda, Nephila Capital Ltd offers a broad range of investment products focusing on instruments such as insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives. As of mid-20203 the firm manages $7.2 billion.

State National

State National Companies, Inc., provides property and casualty insurance services operating in two niche markets across the United States—Its Lender Services and Program Services segments—typically as a fronting carrier.

Markel Assurance

Markel Assurance has underwriting teams located across the US, and in Bermuda, Dublin, and London. Products originate from three product lines—casualty, professional liability, and property/marine.

Markel International

Headquartered in London, Markel International writes business across the UK, Europe, Canada, Latin America, and Asia Pacific. Their product portfolio includes equine and livestock, marine and energy, professional liability, and trade credit coverage. They also write "specialty" coverage on a primary and reinsurance basis, including products for accident & health, casualty treaty reinsurance, contingency, property open market (including manufacturing risks), and property treaty reinsurance.

Non-Insurance Businesses

Markel Ventures

This line of business makes permanent investments in businesses outside of the specialty insurance marketplace. The goal is to build profitable enterprises that will endure as part of the broader Markel Corporation. Markel Ventures companies include:

Brahmin – Boston, Massachusetts

CapTech Ventures – Richmond, Virginia

Costa Farms – Miami, Florida

Cotrell – Gainesville, Georgia

Diamond Healthcare Corporation – Richmond, Virginia

Eagle Construction of VA – Richmond, Virginia

Eagle Partners – Richmond, Virginia

Ellicott Dredges – Baltimore, Maryland

Havco – Cape Girardeau, Missouri

Markel Food Group – Richmond, Virginia

Panel Specialists – Temple, Texas

Parkland Ventures – Richmond, Virginia

PartnerMD – Richmond, Virginia

RetailData – Richmond, Virginia

Rosemont Investment Group – Richmond, Virginia

Weldship – Bethlehem, Pennsylvania

Reinsurance

Markel Global Reinsurance

Markel Global Reinsurance provides Casualty and Specialty Reinsurance products to the broker market.

Companies

Essex Insurance Company

Shand, Morahan & Company

Markel Insurance Company

Markel American Insurance Company

Investors Underwriting Managers, Inc.

Markel Global Reinsurance

Markel Southwest Underwriters

Markel International Insurance Company Limited U.K.

Corifrance (Compagnie de Reassurance d'lle-de-France)

Markel Capital Limited

Markel Syndicate Management Limited

Markel Syndicate 3000

Markel UK Ltd

Elliott Special Risks LP

Alterra

Evanston Insurance Company

Markel-Gayner Asset Management Corp

Markel's internal money management firm is Markel-Gayner Asset Management Corp.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

secteurFinancials industrieInsurance employés22 900 paysUS

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

06
Revenu$15.51B
2016-12-31 → 2025-12-31
BPA$169.22
2016-12-31 → 2025-12-31
Flux de trésorerie libre$2.55B
2016-12-31 → 2025-12-31
Marge nette15.2%
2016-12-31 → 2025-12-31
Valorisation et Ratios 07–12

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique Tendance sur 5 ans MKL moyenne 5 ans Médiane des pairs Verdict
P/E (TTM) 9.6moyenne 5 ans ≈-3.5 ≈-3.5 10.9 Juste valeur
P/S (TTM) 1.4 · 1.5 Juste valeur
P/B (MRQ) 1.1 · 1.5 Juste valeur
Cours / FCF (TTM) 10.2 · · ·
Cours / Flux de trésorerie (TTM) 9.3 · 7.8 Surévalué
Cours / Actif net tangible (MRQ) 1.2 · · ·
PEG Ratio (Ratio PEG) ≈0.4 · · ·

La médiane des pairs est calculée sur une base standardisée par métrique et peut ne pas toujours correspondre à la base TTM/MRQ indiquée pour cette action.

valeur · ≈ moyenne 5 ans · médiane du secteur · verdict par rapport à la médiane

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

14
Surprise Moyenne 21.6%
Prochain rapport Oct 27, 2026
PériodeRapportEPS ActualBPA est.Surprise
30 juin 2026 Jul 28, 2026 $19.79 $31.41 -37.0%
31 mars 2026 $23.55 $26.60 -11.5%
31 décembre 2025 $66.70 $25.99 156.7%
30 septembre 2025 $32.44 $23.35 38.9%
30 juin 2025 $13.88 $25.28 -45.1%
31 mars 2025 $21.60 $16.94 27.5%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

15
Compte de résultat 12
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue $15.51B$14.81B$14.28B$11.68B$12.85B$9.74B$9.53B$6.84B$6.06B$5.61B$5.37B$5.13B
Operating Expenses $13.39B$12.91B$12.87B$11.77B$9.60B$8.46B$7.05B$6.80B$5.85B$4.81B$4.51B$4.58B
Operating Income $3.19B$3.71B$2.93B$-93M$3.24B$1.27B$2.48B$40M$217M$805M$860M$558M
Interest Expense $206M$204M$185M$196M$184M$178M$172M$154M$132M$130M$118M$117M
Pretax Income $2.73B$3.64B$2.65B$-152M$3.13B$1.00B$2.29B$-8M$87M$630M$742M$440M
Income Tax $580M$790M$553M$-48M$684M$169M$486M$122M$-313M$169M$153M$117M
Net Income $2.11B$2.75B$2.00B$-216M$2.42B$816M$1.79B$-128M$395M$456M$583M$321M
EPS (Basic) $169.74$199.69$147.32$-23.72$176.79$55.67$129.25$-9.55$25.89$31.41$41.99$22.38
EPS (Diluted) $169.22$199.32$146.98$-23.72$176.38$55.63$129.07$-9.55$25.81$31.27$41.74$22.27
Shares (Basic) 12,609,00013,017,00013,347,00013,580,00013,768,00013,811,00013,861,00013,923,00013,964,00014,013,00013,978,00013,984,000
Shares (Diluted) 12,648,00013,041,00013,378,00013,580,00013,800,00013,823,00013,881,00013,923,00014,006,00014,078,00014,061,00014,057,000
EBITDA $3.54B$4.05B$3.19B$274M$3.58B$1.58B$2.75B$268M$424M$998M$1.06B$761M
Bilan 16
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents $3.96B$3.69B$3.75B$4.14B$3.98B$4.34B$3.07B$2.01B$2.20B$1.74B$2.63B$1.96B
Inventory $703M$731M$617M$640M$529M$413M$303M$299M····
PP&E (Net) $1.50B$1.40B$1.30B$1.20B$1.10B$632M$589M$552M$502M$412M$431M$421M
PP&E (Gross) ·······$1.03B$912M$766M$736M$677M
Accum. Depreciation ·······$479M$411M$354M$305M$255M
Goodwill $2.82B$2.74B$2.62B$2.64B$2.90B$2.60B$2.31B$2.24B$1.78B$1.14B$1.17B$1.05B
Intangibles $1.54B$1.46B$1.59B$1.75B$1.82B$1.78B$1.74B$1.73B$1.36B$723M$792M$703M
Total Assets $68.91B$61.90B$55.05B$49.79B$48.48B$41.71B$37.47B$33.31B$32.81B$25.88B$24.94B$25.20B
Total Liabilities $49.80B$44.43B$39.52B$36.05B$33.28B$28.65B$26.22B$24.03B$23.14B$17.33B$17.04B$17.54B
Long-term Debt $4.30B$4.33B$3.78B$4.10B$4.36B$3.48B$3.53B·····
Common Stock $3.67B$3.56B$3.52B$3.49B$3.44B$3.43B$3.40B$3.39B$3.38B$3.37B$3.34B$3.31B
Retained Earnings $15.03B$13.38B$11.35B$9.83B$10.45B$8.20B$7.46B$5.78B$3.78B$3.53B$3.14B$2.58B
AOCI $-109M$-617M$-478M$-767M$238M$584M$209M$-95M$2.35B$1.57B$1.35B$1.70B
Stockholders' Equity $18.60B$16.92B$14.98B$13.15B$14.72B$12.80B$11.07B$9.08B$9.50B$8.46B$7.83B$7.59B
Liabilities + Equity $68.91B$61.90B$55.05B$49.79B$48.48B$41.71B$37.47B$33.31B$32.81B$25.88B$24.94B$25.20B
Shares Outstanding 12,589,63112,790,11713,131,672···13,794,14213,887,71113,903,52613,954,93113,959,01813,961,675
Flux de trésorerie 14
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A $348M$342M$320M$309M$336M$307M$269M$228M$204M$194M$201M$204M
Deferred Tax $151M$395M$234M$-282M$453M$-3M$323M$3M$-324M$63M$-10M$85M
Amort. of Intangibles $185M$181M$181M$179M$161M$159M$149M$116M$81M$69M$69M$58M
Other Non-cash $155M$-890M$297M$2.84B$-941M$617M$-1.11B$790M$583M$-179M$-123M$107M
Operating Cash Flow $2.76B$2.59B$2.79B$2.71B$2.27B$1.74B$1.27B$893M$859M$535M$651M$717M
CapEx $207M$255M$259M$255M$145M$101M$123M$107M$75M$64M$80M$82M
Investing Cash Flow $-1.19B$-2.40B$-2.70B$-1.67B$-2.94B$-512M$-535M$-797M$-744M$-1.64B$63M$-622M
Stock Issued ········$552.0K$5M$5M$6M
Stock Repurchased $430M$573M$445M$291M$207M$27M$116M$54M$111M$51M$31M$26M
Net Stock Activity $-430M$-573M$-445M$-291M$-207M$-27M$-116M$-54M$-110M$-47M$-27M$-20M
Financing Cash Flow $-1.21B$-298M$-1000M$-595M$370M$435M$359M$-179M$256M$152M$-74M$-67M
Net Change in Cash $411M$-140M$-889M$341M$-336M$1.72B$1.10B$-104M$416M$-985M$588M$-18M
Free Cash Flow $2.55B$2.34B$2.53B$2.45B$2.13B$1.64B$1.15B$786M$784M$471M$571M$635M
Levered FCF $2.39B$2.18B$2.38B$2.32B$1.99B$1.49B$1.02B$-1.77B$176M$376M$477M$548M
Rentabilité 7
Métrique Tendance 202520242023202220212020201920182017201620152014
Operating Margin 20.6%22.3%18.5%-0.80%25.2%13.1%26.0%0.58%3.6%14.3%16.0%10.9%
Net Margin 13.6%16.5%12.6%-1.8%18.9%8.4%18.8%-1.9%6.5%8.1%10.8%6.3%
Pretax Margin 17.6%21.9%16.8%-1.3%24.4%10.3%24.0%-0.11%1.4%11.2%13.8%8.6%
EBITDA Margin 22.8%24.4%20.2%2.4%27.9%16.2%28.8%3.9%7.0%17.8%19.8%14.8%
ROA 3.2%4.7%3.8%-0.44%5.4%2.1%5.1%-0.39%1.4%1.8%2.3%1.3%
ROE 11.9%17.2%14.2%-1.5%17.6%6.8%17.8%-1.4%4.4%5.6%7.5%4.5%
ROIC 13.5%17.2%15.5%-0.48%17.2%8.3%17.6%7.3%10.6%7.0%8.7%5.4%
Liquidité et Solvabilité 1
Métrique Tendance 202520242023202220212020201920182017201620152014
Interest Coverage 15.518.215.8-0.517.77.214.40.31.76.27.34.7
Efficacité 1
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.30.30.20.30.20.30.20.20.20.20.2
Par action 5
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share $1477.23·····$802.58$653.86$683.58$606.30$561.23$543.98
Revenue / Share $1226.54$1274.50$1181.31$859.74$930.90$704.27$686.28$491.37$432.79$398.64$381.91$365.20
Cash Flow / Share $218.32$198.91$208.31$199.52$164.79$125.70$91.79$64.13$61.30$37.98$46.31$50.99
Cash / Share $314.92·····$222.76$145.03$158.12$124.60$188.41$140.40
EPS (TTM) $169.22$199.32$146.98$-23.72$176.38$55.63$129.07$-9.55$25.81$31.27$41.74$22.27
Taux de croissance 9
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 4.7%3.7%22.3%-9.1%32.0%·······
Revenue CAGR 3Y 9.9%4.9%13.6%·········
Revenue CAGR 5Y 9.8%···········
EPS YoY -15.1%35.6%··217.1%·······
EPS CAGR 3Y ·4.2%38.2%·········
EPS CAGR 5Y 24.9%···········
Net Income YoY -23.3%37.6%··196.9%·······
Net Income CAGR 3Y ·4.3%34.7%·········
Net Income CAGR 5Y 20.9%···········
Valorisation (TTM) 10
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM $15.51B$14.81B$14.28B$11.68B$12.85B$9.74B$9.53B$6.84B$6.06B$5.61B$5.37B$5.13B
Net Income TTM $2.11B$2.75B$2.00B$-216M$2.42B$816M$1.79B$-128M$395M$456M$583M$321M
Market Cap $27.06B·····$15.77B$14.42B$15.84B$12.62B$12.33B$9.53B
P/E 12.78.79.7-55.57.018.68.9-108.744.128.921.230.7
P/S 1.7·····1.72.12.62.22.31.9
P/B 1.5·····1.41.61.71.51.61.3
P / Tangible Book 1.9···········
P / Cash Flow 9.8·····12.416.118.423.618.913.3
P / FCF 10.6·····13.718.320.226.821.615.0
Earnings Yield 7.9%11.6%10.3%-1.8%14.3%5.4%11.3%-0.92%2.3%3.5%4.7%3.3%

Période la plus récente à gauche · valeurs nulles affichées comme ·

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

16
Métrique 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $15.51B $14.81B $14.28B $11.68B $12.85B
Marge d'exploitation % 20.6% 22.3% 18.5% -0.80% 25.2%
Résultat net $2.11B $2.75B $2.00B $-216M $2.42B
BPA dilué $169.22 $199.32 $146.98 $-23.72 $176.38

Détenteurs institutionnels (13F) 989 déclarants · $21.0B total · Au 30 septembre 2026

17

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Détenteurs 989
Valeur détenue $21.0B
Nouvelles positions 101
Positions clôturées 82
Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
101 (-17 vs T. préc.) 82 (-2 vs T. préc.) 321 (+24 vs T. préc.) 315 (+12 vs T. préc.) -93K

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
VANGUARD GROUP INC $2 519 183 434 1 171 904 12,02% Actions
BlackRock, Inc. $1 362 880 029 697 836 6,50% Actions
VANGUARD CAPITAL MANAGEMENT LLC $1 065 659 907 545 650 5,08% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $1 019 424 348 521 976 4,86% Actions
Davis Selected Advisers $794 400 127 406 759 3,79% Actions
MORGAN STANLEY $684 846 688 350 660 3,27% Actions
Select Equity Group, L.P. $647 772 404 331 679 3,09% Actions
STATE STREET CORP $609 669 179 312 169 2,91% Actions
PRINCIPAL FINANCIAL GROUP INC $601 186 915 307 791 2,87% Actions
Boston Partners $600 544 927 307 500 2,86% Actions
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $450 436 367 230 637 2,15% Actions
GEODE CAPITAL MANAGEMENT, LLC $418 197 910 214 799 2,00% Actions
DAVENPORT & Co LLC $403 208 108 206 399 1,92% Actions
BAILLIE GIFFORD & CO $308 425 198 157 923 1,47% Actions
NORGES BANK $284 244 981 145 542 1,36% Actions
DIMENSIONAL FUND ADVISORS LP $271 607 304 139 067 1,30% Actions
BANK OF AMERICA CORP /DE/ $231 607 841 118 590 1,10% Actions
Madison Avenue Partners, LP $219 371 848 112 325 1,05% Actions
WELLINGTON MANAGEMENT GROUP LLP $200 003 848 102 408 0,95% Actions
Bank Julius Baer & Co. Ltd, Zurich $180 985 480 92 601 0,86% Actions
Davis Asset Management, L.P. $179 882 025 92 105 0,86% Actions
GOLDMAN SACHS GROUP INC $172 274 712 88 210 0,82% Actions
Fenimore Asset Management Inc $170 419 653 87 260 0,81% Actions
NORTHERN TRUST CORP $164 103 619 84 026 0,78% Actions
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $160 039 404 81 945 0,76% Actions
Douglass Winthrop Advisors, LLC $156 969 273 80 373 0,75% Actions
CHECK CAPITAL MANAGEMENT INC/CA $154 696 297 79 209 0,74% Actions
VANGUARD FIDUCIARY TRUST CO $153 447 996 78 570 0,73% Actions
Polar Capital Holdings Plc $152 823 033 78 250 0,73% Actions
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $151 514 516 77 580 0,72% Actions
BARR E S & CO $150 481 374 77 051 0,72% Actions
JANA Partners Management, LP $149 879 846 76 743 0,72% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $148 885 935 77 785 0,71% Actions
JENNISON ASSOCIATES LLC $145 983 592 74 748 0,70% Actions
JANE STREET GROUP, LLC $127 471 010 65 269 0,61% Actions
RAYMOND JAMES FINANCIAL INC $126 881 197 64 967 0,61% Actions
Legal & General Group Plc $122 219 364 62 580 0,58% Actions
Troy Asset Management Ltd $120 127 692 61 509 0,57% Actions
HighTower Advisors, LLC $119 428 241 61 151 0,57% Actions
Scharf Investments, LLC $118 304 948 60 564 0,56% Actions
WELLS FARGO & COMPANY/MN $115 261 834 59 018 0,55% Actions
Quilter Plc $89 633 394 45 895 0,43% Actions
UBS Group AG $86 455 845 44 268 0,41% Actions
AVENIR CORP $86 350 091 44 214 0,41% Actions
ROYAL BANK OF CANADA $75 529 000 38 673 0,36% Actions
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $72 048 492 36 891 0,34% Actions
AQR CAPITAL MANAGEMENT LLC $70 904 961 36 330 0,34% Actions
Swiss National Bank $69 097 494 35 380 0,33% Actions
NEUBERGER BERMAN GROUP LLC $68 673 690 35 163 0,33% Actions
Bank of New York Mellon Corp $68 051 482 34 844 0,32% Actions

Afficher les 989 détenteurs institutionnels →

Activistes et détenteurs de 5%+ 3 participations

18

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
MARKEL GROUP INC. 14 septembre 2026 42,00% Amendement · SEC
Alterra Capital Holdings Limited ×2 dépôts 7 mai 2013 · Dépôt initial · SEC
Markel Corporation ×6 dépôts 6 mai 2013 · Dépôt initial Fusions et acquisitions / vente SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Initiés de la société 45 initiés · 21 dirigeants · 24 administrateurs

19
Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Thomas Sinnickson Gayner Chief Executive Officer 15 mai 2026 F 56 260 0 0 $0
Simon Wilson EVP and CEO, Markel Insurance 26 février 2026 S 2 397 0 2 $-363 418
Richard R Whitt III Co-Chief Executive Officer 6 décembre 2022 F 11 360 0 0 $0
Brian J. Costanzo Chief Financial Officer 30 juin 2026 J 1 632 0 0 $0
Anne G Waleski Exec Vice President and CFO 21 février 2018 A 3 762 0 0 $0
Jeremy Andrew Noble President, Insurance 18 février 2025 A 4 888 0 0 $0
John K Latham President-Wholesale Operations 10 mai 2011 F 9 413 0 0 $0
Michael R Heaton EVP & Chief Operating Officer 2 décembre 2025 F 4 709 0 0 $0
Robert C Cox Pres. & COO, Insur. Operations 6 décembre 2022 F 2 346 0 0 $0
Andrew G. Crowley EVP & Pres., Markel Ventures 15 juillet 2026 J 2 749 0 0 $0
Meade P. Grandis CAO and Controller 24 février 2026 A 294 0 0 $0
Susan L. Davies CHRO, Markel Insurance 15 décembre 2022 J 848 0 0 $0
Bradley James Kiscaden Pres/Chief Admin Off-Ins Ops 15 février 2022 A 8 090 0 0 $0
Linda V Schreiner SVP, Strategic Management 7 décembre 2021 F 1 528 0 0 $0
Oscar Guerrero Chief Accounting Officer 16 février 2021 A 399 0 0 $0
Alan I Kirshner Executive Chairman 9 avril 2020 S 20 453 0 0 $0
Nora N Crouch Chief Accounting Officer 18 février 2020 A 2 250 0 0 $0
Britton L. Glisson Chief Administrative Officer 21 février 2018 A 11 656 0 0 $0
Michael F Crowley Vice Chairman 5 décembre 2017 F 5 816 0 0 $0
Gerard Albanese JR EVP & Chief Underwriting Off. 13 mai 2016 F 14 996 0 0 $0
Paul W Springman Executive VP 26 février 2008 A 21 070 0 0 $0
Morgan E. Housel Administrateur 15 juin 2026 J 1 029 0 0 $0
Mark Besca Administrateur 15 juin 2026 J 1 222 0 0 $0
Lawrence A Cunningham Administrateur 15 juin 2026 J 1 042 0 0 $0
Diane Leopold Administrateur 15 juin 2026 J 2 345 2 0 $268 721
Lynne A. Puckett Administrateur 15 juin 2026 J 507 1 0 $102 345
Harold Lawrence Morrison Jr. Administrateur 15 juin 2026 J 1 127 0 0 $0
Michael Oreilly Administrateur 15 juin 2026 J 3 935 0 0 $0
MICHAEL JONATHAN E Administrateur 15 juin 2026 J 333 0 0 $0
Greta J Harris Administrateur 22 mai 2026 S 645 0 3 $-140 395
Steven A Markel Administrateur 11 décembre 2025 S 60 368 0 18 $-3 175 429
MARKEL ANTHONY F Administrateur 24 février 2025 G 15 000 0 0 $0
Lemuel E Lewis Administrateur 14 mai 2021 J 5 741 0 0 $0
KASEN STEWART M Administrateur 3 novembre 2020 S 2 028 0 0 $0
Darrell D Martin Administrateur 11 mai 2020 A 11 540 0 0 $0
Debora J Wilson Administrateur 1 mai 2020 P 3 956 0 0 $0
Michael Jay Schewel Administrateur 24 décembre 2019 G 6 260 0 0 $0
Bruce K Connell Administrateur 7 mars 2019 P 2 226 0 0 $0
Alfred J Broaddus Jr Administrateur 14 mai 2018 A 2 338 0 0 $0
Jay M Weinberg Administrateur 15 mai 2017 J 5 040 0 0 $0
Douglas C Eby Administrateur 15 mai 2017 A 522 0 0 $0
Leslie A Grandis Administrateur 23 février 2009 J 18 901 0 0 $0
MARKEL GROUP INC. Détenteur de 10% 11 septembre 2026 C 10 944 411 0 0 $0
Richard Randolph Grinnan · 15 mai 2026 F 4 147 0 0 $0
Gary L Markel · 9 mars 2004 G 301 353 0 0 $0

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Détention d'ETF Détenu par 74 ETFs

20

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
DFNL · Davis Fundamental ETF Trust 5,77% 14 690 NS 31 juillet 2026 N-PORT
DUSA · Davis Fundamental ETF Trust 4,60% 31 071 NS 31 juillet 2026 N-PORT
DWLD · Davis Fundamental ETF Trust 2,97% 9 657 NS 31 juillet 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0,87% 5 202 NS 31 juillet 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,74% 1 592 SH 19 août 2026 Quotidien
FTA · First Trust Exchange-Traded AlphaDE… 0,66% 4 924 NS 31 juillet 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,35% 2 886 NS 31 juillet 2026 N-PORT
IYF · iShares Trust 0,34% 8 275 SH 11 septembre 2026 Quotidien
FAB · First Trust Exchange-Traded AlphaDE… 0,33% 297 NS 31 juillet 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,29% 20 434 SH 19 août 2026 Quotidien
VXF · VANGUARD INDEX FUNDS 0,28% 143 611 SH 19 août 2026 Quotidien
FNCL · FIDELITY COVINGTON TRUST 0,26% 3 305 NS 31 juillet 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,25% 45 607 SH 19 août 2026 Quotidien
VO · VANGUARD INDEX FUNDS 0,22% 257 695 SH 19 août 2026 Quotidien
IWS · iShares Trust 0,22% 18 532 SH 11 septembre 2026 Quotidien
IMCG · iShares Trust 0,22% 4 834 SH 11 septembre 2026 Quotidien
EUSA · iShares, Inc. 0,20% 2 171 SH 11 septembre 2026 Quotidien
VOE · VANGUARD INDEX FUNDS 0,20% 38 182 SH 19 août 2026 Quotidien
SIZE · iShares Trust 0,19% 445 SH 11 septembre 2026 Quotidien
IWR · iShares Trust 0,16% 50 762 SH 11 septembre 2026 Quotidien
IMCB · iShares Trust 0,15% 1 455 SH 11 septembre 2026 Quotidien
DFLV · Dimensional ETF Trust 0,13% 4 580 NS 31 juillet 2026 N-PORT
DFUV · Dimensional ETF Trust 0,11% 9 368 NS 31 juillet 2026 N-PORT
DFVX · Dimensional ETF Trust 0,11% 308 NS 31 juillet 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,10% 540 SH 2 octobre 2026 Quotidien
IMCV · iShares Trust 0,09% 591 SH 11 septembre 2026 Quotidien
USXF · iShares Trust 0,09% 749 SH 11 septembre 2026 Quotidien
VTV · VANGUARD INDEX FUNDS 0,09% 112 890 SH 19 août 2026 Quotidien
HAPI · Harbor ETF Trust 0,08% 201 NS 31 juillet 2026 N-PORT
VEGN · ETF Series Solutions 0,08% 71 NS 31 juillet 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0,07% 123 NS 31 juillet 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,07% 7 462 SH 19 août 2026 Quotidien
DFAC · Dimensional ETF Trust 0,07% 16 579 NS 31 juillet 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 296 SH 2 octobre 2026 Quotidien
IWD · iShares Trust 0,06% 27 433 SH 11 septembre 2026 Quotidien
DXUV · Dimensional ETF Trust 0,05% 157 NS 31 juillet 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,05% 2 919 SH 2 octobre 2026 Quotidien
ILCG · iShares Trust 0,05% 857 SH 11 septembre 2026 Quotidien
DCOR · Dimensional ETF Trust 0,04% 797 NS 31 juillet 2026 N-PORT
DFAU · Dimensional ETF Trust 0,04% 2 836 NS 31 juillet 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0,04% 13 887 SH 19 août 2026 Quotidien
ESGV · VANGUARD WORLD FUND 0,04% 2 790 SH 19 août 2026 Quotidien
BKLC · BNY Mellon ETF Trust 0,04% 1 094 NS 31 juillet 2026 N-PORT
VOTE · TCW ETF Trust 0,04% 209 NS 31 juillet 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 1 691 NS 31 juillet 2026 N-PORT
ROUS · Lattice Strategies Trust 0,04% 133 NS 31 juillet 2026 N-PORT
DFUS · Dimensional ETF Trust 0,04% 3 885 NS 31 juillet 2026 N-PORT
ILCB · iShares Trust 0,03% 240 SH 11 septembre 2026 Quotidien
PBUS · Invesco Exchange-Traded Fund Trust … 0,03% 2 199 SH 2 octobre 2026 Quotidien
IYY · iShares Trust 0,03% 542 SH 11 septembre 2026 Quotidien
IWB · iShares Trust 0,03% 8 603 SH 11 septembre 2026 Quotidien
DFSU · Dimensional ETF Trust 0,03% 381 NS 31 juillet 2026 N-PORT
ITOT · iShares Trust 0,03% 16 403 SH 11 septembre 2026 Quotidien
IWV · iShares Trust 0,03% 3 417 SH 11 septembre 2026 Quotidien
VTI · VANGUARD INDEX FUNDS 0,03% 377 535 SH 19 août 2026 Quotidien
VONE · VANGUARD SCOTTSDALE FUNDS 0,03% 2 037 SH 19 août 2026 Quotidien
VTHR · VANGUARD SCOTTSDALE FUNDS 0,03% 1 042 SH 19 août 2026 Quotidien
TOV · EA Series Trust 0,03% 47 NS 31 juillet 2026 N-PORT
TILT · FlexShares Trust 0,03% 334 NS 31 juillet 2026 N-PORT
URTH · iShares, Inc. 0,02% 1 138 SH 11 septembre 2026 Quotidien
TOK · iShares Trust 0,02% 33 SH 11 septembre 2026 Quotidien
ACWI · iShares Trust 0,02% 3 928 SH 11 septembre 2026 Quotidien
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 10 016 SH 19 août 2026 Quotidien
ILCV · iShares Trust 0,02% 140 SH 11 septembre 2026 Quotidien
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,02% 711 NS 31 juillet 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 157 SH 2 octobre 2026 Quotidien
BLV · VANGUARD BOND INDEX FUNDS · · 15 juillet 2026 Quotidien
BSV · VANGUARD BOND INDEX FUNDS · · 15 juillet 2026 Quotidien
BND · VANGUARD BOND INDEX FUNDS · · 15 juillet 2026 Quotidien
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 juillet 2026 Quotidien
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 juillet 2026 Quotidien
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 juillet 2026 Quotidien
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 juillet 2026 Quotidien
IAK · iShares Trust · 6 671 SH 11 septembre 2026 Quotidien

MKL Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

21
notation · 15 analystes VENTE
Objectif médian $1955.00 +12,5%
0 0,0% Achat fort
0 0,0% Achat
9 60,0% Conserver
4 26,7% Vente
2 13,3% Vente forte

Objectif de cours à 12 mois

6 analystes · 2026-09-29

Objectif moyen $1956.33 +12,6%

Maintenant Prix actuel $1737.18
Bas$1671.00 Moyenne$1956.33 Haut$2107.00

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

22

Base F.A., prix à la clôture de la dernière fin d'exercice de chaque société.

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
MKL $27.06B 12.7 4.7% 13.6% 11.9% ·
AIG $46.04B 15.8 -1.8% 11.6% 7.4% ·
HIG $38.16B 10.3 6.9% 13.5% 21.4% ·
WRB $26.45B 15.8 7.8% 12.1% 19.7% ·
CINF $25.38B 10.8 11.4% 18.9% 16.0% ·
L · 13.2 5.4% 9.0% 9.3% ·
AIZ · · · · · ·
CNA $12.92B 10.2 5.0% 8.5% 11.6% ·
AFG $11.40B 13.6 -1.8% 10.3% 18.1% ·
FNF $14.79B 24.7 5.6% 4.2% 7.9% ·
ERIE · · 7.2% 13.8% 25.0% ·

Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets

26

Choisissez les indicateurs qui vous importent — cliquez sur le + à côté de n'importe quelle ligne dans les Fondamentaux complets ci-dessus.

Votre sélection est enregistrée et vous suit sur tous les tickers.

Source : Dépôt SEC 10-Q le Jul 29, 2026