MKL Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy

03
Cena $1737.18
Kapitalizacja Rynkowa (MRQ) $21.56B
P/E (TTM) 9.6
EPS (TTM) $181.33
Przychody (TTM) $15.08B
ROE (TTM) 12.6%
Zakres 52 tyg. $1704–$2208

MKL Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok

04
zakres
kreski

Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.

O Markel Group Inc. Common Stock Przegląd firmy z Wikipedii

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.

Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗

Wikidata ↗

sektorFinancials branżaInsurance pracownicy22 900 krajUS

Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS

06
Przychody$15.51B
2016-12-31 → 2025-12-31
EPS$169.22
2016-12-31 → 2025-12-31
Wolny przepływ pieniężny$2.55B
2016-12-31 → 2025-12-31
Marża netto15.2%
2016-12-31 → 2025-12-31
Wycena i wskaźniki 07–12

Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?

Wskaźnik Trend 5-letni MKL średnia z 5 lat Mediana porównawcza Werdykt
P/E (TTM) 9.6średnia z 5 lat ≈-3.5 ≈-3.5 10.9 Wartość godziwa
P/S (TTM) 1.4 · 1.5 Wartość godziwa
P/B (MRQ) 1.1 · 1.5 Wartość godziwa
Cena / FCF (TTM) 10.2 · · ·
Cena / Przepływy pieniężne (TTM) 9.3 · 7.8 Zawyżona wycena
Cena / Wartość księgowa materialna (MRQ) 1.2 · · ·
PEG Ratio (Współczynnik PEG) ≈0.4 · · ·

Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.

wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany

Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników

14
Średnie zaskoczenie 21.6%
Następny raport Paź 27, 2026
OkresRaportEPS ActualEPS SzacowanyNiespodzianka
30 czerwca 2026 Lip 28, 2026 $19.79 $31.41 -37.0%
31 marca 2026 $23.55 $26.60 -11.5%
31 grudnia 2025 $66.70 $25.99 156.7%
30 września 2025 $32.44 $23.35 38.9%
30 czerwca 2025 $13.88 $25.28 -45.1%
31 marca 2025 $21.60 $16.94 27.5%

Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne

15
Rachunek zysków i strat 12
Wskaźnik Trend 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
Bilans 16
Wskaźnik Trend 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
Przepływy pieniężne 14
Wskaźnik Trend 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
Rentowność 7
Wskaźnik Trend 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%
Płynność i wypłacalność 1
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Interest Coverage 15.518.215.8-0.517.77.214.40.31.76.27.34.7
Efektywność 1
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.30.30.20.30.20.30.20.20.20.20.2
Na akcję 5
Wskaźnik Trend 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
Stopy Wzrostu 9
Wskaźnik Trend 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%···········
Wycena (TTM) 10
Wskaźnik Trend 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%

Najnowszy okres po lewej · wartości null pokazane jako ·

Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat

16
Wskaźnik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Przychody $15.51B $14.81B $14.28B $11.68B $12.85B
Marża Operacyjna % 20.6% 22.3% 18.5% -0.80% 25.2%
Zysk netto $2.11B $2.75B $2.00B $-216M $2.42B
Rozwodniony EPS $169.22 $199.32 $146.98 $-23.72 $176.38

Właściciele instytucjonalni (13F) 989 emitentów · $21.0B łącznie · Na dzień 30 września 2026

17

Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.

Posiadacze 989
Wartość posiadanych akcji $21.0B
Nowe pozycje 101
Zamknięte pozycje 82
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
Nowe pozycje Zamknięte pozycje Zwiększone Zmniejszony Zmiana liczby akcji netto
101 (-17 vs poprzedni kw.) 82 (-2 vs poprzedni kw.) 321 (+24 vs poprzedni kw.) 315 (+12 vs poprzedni kw.) -93K

Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.

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

Pokaż wszystkich 989 właścicieli instytucjonalnych →

Aktywiści i właściciele 5%+ 3 akcje

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Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.

Zgłaszający Złożono Udział Status Cel Zgłoszenie
MARKEL GROUP INC. 14 września 2026 42,00% Aneks · SEC
Alterra Capital Holdings Limited ×2 zgłoszenia 7 maja 2013 · Pierwotne zgłoszenie · SEC
Markel Corporation ×6 zgłoszenia 6 maja 2013 · Pierwotne zgłoszenie M&A / sprzedaż 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.

Insiderzy spółki 45 insiderów · 21 dyrektorzy generalni · 24 dyrektorzy

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

Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S

Posiadanie ETF-ów Posiadane przez 74 fundusze ETF

20

Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.

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

MKL Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu

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ocena · 15 analityków SPRZEDAJ
Średni cel $1955.00 +12,5%
0 0,0% Mocne kupno
0 0,0% Kup
9 60,0% Trzymaj
4 26,7% Sprzedaj
2 13,3% Mocna sprzedaż

12-miesięczny cel cenowy

6 analityków · 2026-09-29

Średnia cel $1956.33 +12,6%

Teraz Aktualna cena $1737.18
Niski$1671.00 Średnia$1956.33 Wysoki$2107.00

Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora

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Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.

Ticker Kapitalizacja Rynkowa P/E Przychody r/r Marża Netto ROE Marża brutto
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% ·

Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów

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Wybierz wskaźniki, które są dla Ciebie ważne — kliknij + obok dowolnego wiersza w sekcji Pełne dane fundamentalne powyżej.

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Źródło: SEC 10-Q złożone Lip 29, 2026