MKL Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $1737.18
Capitalizzazione di Mercato (MRQ) $21.56B
P/E (TTM) 9.6
EPS (TTM) $181.33
Ricavi (TTM) $15.08B
ROE (TTM) 12.6%
Intervallo 52 sett. $1704–$2208

MKL Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su Markel Group Inc. Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreFinancials industriaInsurance dipendenti22.900 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$15.51B
2016-12-31 → 2025-12-31
EPS$169.22
2016-12-31 → 2025-12-31
Flusso di cassa libero$2.55B
2016-12-31 → 2025-12-31
Margine netto15.2%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni MKL media 5 anni Mediana dei peer Verdetto
P/E (TTM) 9.6media 5 anni ≈-3.5 ≈-3.5 10.9 Valore equo
P/S (TTM) 1.4 · 1.5 Valore equo
P/B (MRQ) 1.1 · 1.5 Valore equo
Prezzo / FCF (TTM) 10.2 · · ·
Prezzo / Flusso di cassa (TTM) 9.3 · 7.8 Sopravvalutato
Prezzo / Valore contabile tangibile (MRQ) 1.2 · · ·
PEG Ratio ≈0.4 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 21.6%
Prossimo report Ott 27, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 28, 2026 $19.79 $31.41 -37.0%
31 Marzo 2026 $23.55 $26.60 -11.5%
31 Dicembre 2025 $66.70 $25.99 156.7%
30 Settembre 2025 $32.44 $23.35 38.9%
30 Giugno 2025 $13.88 $25.28 -45.1%
31 Marzo 2025 $21.60 $16.94 27.5%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 12
Metrica Tendenza 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
Stato Patrimoniale 16
Metrica Tendenza 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
Flusso di cassa 14
Metrica Tendenza 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
Redditività 7
Metrica Tendenza 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%
Liquidità e Solvibilità 1
Metrica Tendenza 202520242023202220212020201920182017201620152014
Interest Coverage 15.518.215.8-0.517.77.214.40.31.76.27.34.7
Efficienza 1
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.30.30.20.30.20.30.20.20.20.20.2
Per Azione 5
Metrica Tendenza 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
Tassi di Crescita 9
Metrica Tendenza 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%···········
Valutazione (TTM) 10
Metrica Tendenza 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%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $15.51B $14.81B $14.28B $11.68B $12.85B
Margine Operativo % 20.6% 22.3% 18.5% -0.80% 25.2%
Utile netto $2.11B $2.75B $2.00B $-216M $2.42B
EPS Diluito $169.22 $199.32 $146.98 $-23.72 $176.38

Proprietari istituzionali (13F) 992 filer · $21.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 992
Valore detenuto $21.0B
Nuove posizioni 101
Posizioni chiuse 82
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
101 (-17 vs trimestre precedente) 82 (-2 vs trimestre precedente) 321 (+24 vs trimestre precedente) 315 (+12 vs trimestre precedente) -93K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $2.519.183.434 1.171.904 12,02% Azioni
BlackRock, Inc. $1.362.880.029 697.836 6,50% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $1.065.659.907 545.650 5,08% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.019.424.348 521.976 4,86% Azioni
Davis Selected Advisers $794.400.127 406.759 3,79% Azioni
MORGAN STANLEY $684.846.688 350.660 3,27% Azioni
Select Equity Group, L.P. $647.772.404 331.679 3,09% Azioni
STATE STREET CORP $609.669.179 312.169 2,91% Azioni
PRINCIPAL FINANCIAL GROUP INC $601.186.915 307.791 2,87% Azioni
Boston Partners $600.544.927 307.500 2,86% Azioni
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $450.436.367 230.637 2,15% Azioni
GEODE CAPITAL MANAGEMENT, LLC $418.197.910 214.799 1,99% Azioni
DAVENPORT & Co LLC $403.208.108 206.399 1,92% Azioni
BAILLIE GIFFORD & CO $308.425.198 157.923 1,47% Azioni
NORGES BANK $284.244.981 145.542 1,36% Azioni
DIMENSIONAL FUND ADVISORS LP $271.607.304 139.067 1,30% Azioni
BANK OF AMERICA CORP /DE/ $231.607.841 118.590 1,10% Azioni
Madison Avenue Partners, LP $219.371.848 112.325 1,05% Azioni
WELLINGTON MANAGEMENT GROUP LLP $200.003.848 102.408 0,95% Azioni
Bank Julius Baer & Co. Ltd, Zurich $180.985.480 92.601 0,86% Azioni
Davis Asset Management, L.P. $179.882.025 92.105 0,86% Azioni
GOLDMAN SACHS GROUP INC $172.274.712 88.210 0,82% Azioni
Fenimore Asset Management Inc $170.419.653 87.260 0,81% Azioni
NORTHERN TRUST CORP $164.103.619 84.026 0,78% Azioni
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $160.039.404 81.945 0,76% Azioni
Douglass Winthrop Advisors, LLC $156.969.273 80.373 0,75% Azioni
CHECK CAPITAL MANAGEMENT INC/CA $154.696.297 79.209 0,74% Azioni
VANGUARD FIDUCIARY TRUST CO $153.447.996 78.570 0,73% Azioni
Polar Capital Holdings Plc $152.823.033 78.250 0,73% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $151.514.516 77.580 0,72% Azioni
BARR E S & CO $150.481.374 77.051 0,72% Azioni
JANA Partners Management, LP $149.879.846 76.743 0,71% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $148.885.935 77.785 0,71% Azioni
JENNISON ASSOCIATES LLC $145.983.592 74.748 0,70% Azioni
JANE STREET GROUP, LLC $127.471.010 65.269 0,61% Azioni
RAYMOND JAMES FINANCIAL INC $126.881.197 64.967 0,61% Azioni
Legal & General Group Plc $122.219.364 62.580 0,58% Azioni
Troy Asset Management Ltd $120.127.692 61.509 0,57% Azioni
HighTower Advisors, LLC $119.428.241 61.151 0,57% Azioni
Scharf Investments, LLC $118.304.948 60.564 0,56% Azioni
WELLS FARGO & COMPANY/MN $115.261.834 59.018 0,55% Azioni
Quilter Plc $89.633.394 45.895 0,43% Azioni
UBS Group AG $86.455.845 44.268 0,41% Azioni
AVENIR CORP $86.350.091 44.214 0,41% Azioni
ROYAL BANK OF CANADA $75.529.000 38.673 0,36% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $72.048.492 36.891 0,34% Azioni
AQR CAPITAL MANAGEMENT LLC $70.904.961 36.330 0,34% Azioni
Swiss National Bank $69.097.494 35.380 0,33% Azioni
NEUBERGER BERMAN GROUP LLC $68.673.690 35.163 0,33% Azioni
Bank of New York Mellon Corp $68.051.482 34.844 0,32% Azioni

Mostra tutti i 992 proprietari istituzionali →

Attivisti e proprietari del 5%+ 3 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
MARKEL GROUP INC. 14 Settembre 2026 42,00% Modifica · SEC
Alterra Capital Holdings Limited ×2 depositi 07 Maggio 2013 · Deposito iniziale · SEC
Markel Corporation ×6 depositi 06 Maggio 2013 · Deposito iniziale M&A / vendita 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.

Insider aziendali 45 insider · 21 dirigenti · 24 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Thomas Sinnickson Gayner Chief Executive Officer 15 Maggio 2026 F 56.260 0 0 $0
Simon Wilson EVP and CEO, Markel Insurance 26 Febbraio 2026 S 2.397 0 2 $-363.418
Richard R Whitt III Co-Chief Executive Officer 06 Dicembre 2022 F 11.360 0 0 $0
Brian J. Costanzo Chief Financial Officer 30 Giugno 2026 J 1.632 0 0 $0
Anne G Waleski Exec Vice President and CFO 21 Febbraio 2018 A 3.762 0 0 $0
Jeremy Andrew Noble President, Insurance 18 Febbraio 2025 A 4.888 0 0 $0
John K Latham President-Wholesale Operations 10 Maggio 2011 F 9.413 0 0 $0
Michael R Heaton EVP & Chief Operating Officer 02 Dicembre 2025 F 4.709 0 0 $0
Robert C Cox Pres. & COO, Insur. Operations 06 Dicembre 2022 F 2.346 0 0 $0
Andrew G. Crowley EVP & Pres., Markel Ventures 15 Luglio 2026 J 2.749 0 0 $0
Meade P. Grandis CAO and Controller 24 Febbraio 2026 A 294 0 0 $0
Susan L. Davies CHRO, Markel Insurance 15 Dicembre 2022 J 848 0 0 $0
Bradley James Kiscaden Pres/Chief Admin Off-Ins Ops 15 Febbraio 2022 A 8.090 0 0 $0
Linda V Schreiner SVP, Strategic Management 07 Dicembre 2021 F 1.528 0 0 $0
Oscar Guerrero Chief Accounting Officer 16 Febbraio 2021 A 399 0 0 $0
Alan I Kirshner Executive Chairman 09 Aprile 2020 S 20.453 0 0 $0
Nora N Crouch Chief Accounting Officer 18 Febbraio 2020 A 2.250 0 0 $0
Britton L. Glisson Chief Administrative Officer 21 Febbraio 2018 A 11.656 0 0 $0
Michael F Crowley Vice Chairman 05 Dicembre 2017 F 5.816 0 0 $0
Gerard Albanese JR EVP & Chief Underwriting Off. 13 Maggio 2016 F 14.996 0 0 $0
Paul W Springman Executive VP 26 Febbraio 2008 A 21.070 0 0 $0
Morgan E. Housel Direttore 15 Giugno 2026 J 1.029 0 0 $0
Mark Besca Direttore 15 Giugno 2026 J 1.222 0 0 $0
Lawrence A Cunningham Direttore 15 Giugno 2026 J 1.042 0 0 $0
Diane Leopold Direttore 15 Giugno 2026 J 2.345 2 0 $268.721
Lynne A. Puckett Direttore 15 Giugno 2026 J 507 1 0 $102.345
Harold Lawrence Morrison Jr. Direttore 15 Giugno 2026 J 1.127 0 0 $0
Michael Oreilly Direttore 15 Giugno 2026 J 3.935 0 0 $0
MICHAEL JONATHAN E Direttore 15 Giugno 2026 J 333 0 0 $0
Greta J Harris Direttore 22 Maggio 2026 S 645 0 3 $-140.395
Steven A Markel Direttore 11 Dicembre 2025 S 60.368 0 18 $-3.175.429
MARKEL ANTHONY F Direttore 24 Febbraio 2025 G 15.000 0 0 $0
Lemuel E Lewis Direttore 14 Maggio 2021 J 5.741 0 0 $0
KASEN STEWART M Direttore 03 Novembre 2020 S 2.028 0 0 $0
Darrell D Martin Direttore 11 Maggio 2020 A 11.540 0 0 $0
Debora J Wilson Direttore 01 Maggio 2020 P 3.956 0 0 $0
Michael Jay Schewel Direttore 24 Dicembre 2019 G 6.260 0 0 $0
Bruce K Connell Direttore 07 Marzo 2019 P 2.226 0 0 $0
Alfred J Broaddus Jr Direttore 14 Maggio 2018 A 2.338 0 0 $0
Jay M Weinberg Direttore 15 Maggio 2017 J 5.040 0 0 $0
Douglas C Eby Direttore 15 Maggio 2017 A 522 0 0 $0
Leslie A Grandis Direttore 23 Febbraio 2009 J 18.901 0 0 $0
MARKEL GROUP INC. Proprietario del 10% 11 Settembre 2026 C 10.944.411 0 0 $0
Richard Randolph Grinnan · 15 Maggio 2026 F 4.147 0 0 $0
Gary L Markel · 09 Marzo 2004 G 301.353 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 74 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
DFNL · Davis Fundamental ETF Trust 5,77% 14.690 NS 31 Luglio 2026 N-PORT
DUSA · Davis Fundamental ETF Trust 4,60% 31.071 NS 31 Luglio 2026 N-PORT
DWLD · Davis Fundamental ETF Trust 2,97% 9.657 NS 31 Luglio 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0,87% 5.202 NS 31 Luglio 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,74% 1.592 SH 19 Agosto 2026 Giornaliero
FTA · First Trust Exchange-Traded AlphaDE… 0,66% 4.924 NS 31 Luglio 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,35% 2.886 NS 31 Luglio 2026 N-PORT
IYF · iShares Trust 0,34% 8.275 SH 11 Settembre 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,33% 297 NS 31 Luglio 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,29% 20.434 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,28% 143.611 SH 19 Agosto 2026 Giornaliero
FNCL · FIDELITY COVINGTON TRUST 0,26% 3.305 NS 31 Luglio 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,25% 45.607 SH 19 Agosto 2026 Giornaliero
VO · VANGUARD INDEX FUNDS 0,22% 257.695 SH 19 Agosto 2026 Giornaliero
IWS · iShares Trust 0,22% 18.532 SH 11 Settembre 2026 Giornaliero
IMCG · iShares Trust 0,22% 4.834 SH 11 Settembre 2026 Giornaliero
EUSA · iShares, Inc. 0,20% 2.171 SH 11 Settembre 2026 Giornaliero
VOE · VANGUARD INDEX FUNDS 0,20% 38.182 SH 19 Agosto 2026 Giornaliero
SIZE · iShares Trust 0,19% 445 SH 11 Settembre 2026 Giornaliero
IWR · iShares Trust 0,16% 50.762 SH 11 Settembre 2026 Giornaliero
IMCB · iShares Trust 0,15% 1.455 SH 11 Settembre 2026 Giornaliero
DFLV · Dimensional ETF Trust 0,13% 4.580 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,11% 9.368 NS 31 Luglio 2026 N-PORT
DFVX · Dimensional ETF Trust 0,11% 308 NS 31 Luglio 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,10% 539 SH 01 Ottobre 2026 Giornaliero
IMCV · iShares Trust 0,09% 591 SH 11 Settembre 2026 Giornaliero
USXF · iShares Trust 0,09% 749 SH 11 Settembre 2026 Giornaliero
VTV · VANGUARD INDEX FUNDS 0,09% 112.890 SH 19 Agosto 2026 Giornaliero
HAPI · Harbor ETF Trust 0,08% 201 NS 31 Luglio 2026 N-PORT
VEGN · ETF Series Solutions 0,08% 71 NS 31 Luglio 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0,07% 123 NS 31 Luglio 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,07% 7.462 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,07% 16.579 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 295 SH 01 Ottobre 2026 Giornaliero
IWD · iShares Trust 0,06% 27.433 SH 11 Settembre 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,05% 157 NS 31 Luglio 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,05% 2.919 SH 01 Ottobre 2026 Giornaliero
ILCG · iShares Trust 0,05% 857 SH 11 Settembre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,04% 797 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,04% 2.836 NS 31 Luglio 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0,04% 13.887 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,04% 2.790 SH 19 Agosto 2026 Giornaliero
BKLC · BNY Mellon ETF Trust 0,04% 1.094 NS 31 Luglio 2026 N-PORT
VOTE · TCW ETF Trust 0,04% 209 NS 31 Luglio 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 1.691 NS 31 Luglio 2026 N-PORT
ROUS · Lattice Strategies Trust 0,04% 133 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,04% 3.885 NS 31 Luglio 2026 N-PORT
ILCB · iShares Trust 0,03% 240 SH 11 Settembre 2026 Giornaliero
PBUS · Invesco Exchange-Traded Fund Trust … 0,03% 2.199 SH 01 Ottobre 2026 Giornaliero
IYY · iShares Trust 0,03% 542 SH 11 Settembre 2026 Giornaliero
IWB · iShares Trust 0,03% 8.603 SH 11 Settembre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,03% 381 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,03% 16.403 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,03% 3.417 SH 11 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,03% 377.535 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,03% 2.037 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,03% 1.042 SH 19 Agosto 2026 Giornaliero
TOV · EA Series Trust 0,03% 47 NS 31 Luglio 2026 N-PORT
TILT · FlexShares Trust 0,03% 334 NS 31 Luglio 2026 N-PORT
URTH · iShares, Inc. 0,02% 1.138 SH 11 Settembre 2026 Giornaliero
TOK · iShares Trust 0,02% 33 SH 11 Settembre 2026 Giornaliero
ACWI · iShares Trust 0,02% 3.928 SH 11 Settembre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 10.016 SH 19 Agosto 2026 Giornaliero
ILCV · iShares Trust 0,02% 140 SH 11 Settembre 2026 Giornaliero
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,02% 711 NS 31 Luglio 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 157 SH 01 Ottobre 2026 Giornaliero
BLV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BSV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
IAK · iShares Trust · 6.671 SH 11 Settembre 2026 Giornaliero

MKL Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 15 analisti VENDI
Target mediano $1955.00 +12,5%
0 0,0% Acquisto forte
0 0,0% Compra
9 60,0% Mantieni
4 26,7% Vendi
2 13,3% Vendita forte

Target Price a 12 Mesi

6 analisti · 2026-09-29

Target medio $1956.33 +12,6%

Ora Prezzo attuale $1737.18
Basso$1671.00 Media$1956.33 Alto$2107.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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% ·

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Fonte: SEC 10-Q depositato Lug 29, 2026