MKL Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $1738.33
Capitalização de Mercado (MRQ) $21.57B
P/E (TTM) 9.6
EPS (TTM) $181.33
Receita (TTM) $15.08B
ROE (TTM) 12.6%
Intervalo 52 Semanas $1704–$2208

MKL Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Sobre Markel Group Inc. Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorFinancials indústriaInsurance funcionários22.900 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$15.51B
2016-12-31 → 2025-12-31
EPS$169.22
2016-12-31 → 2025-12-31
Fluxo de caixa livre$2.55B
2016-12-31 → 2025-12-31
Margem líquida15.2%
2016-12-31 → 2025-12-31
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos MKL média 5A Mediana de Pares Veredito
P/E (TTM) 9.6média 5A ≈-3.5 ≈-3.5 10.9 Valor justo
P/S (TTM) 1.4 · 1.5 Valor justo
P/B (MRQ) 1.1 · 1.5 Valor justo
Preço / FCF (TTM) 10.2 · · ·
Preço / Fluxo de Caixa (TTM) 9.3 · 7.8 Sobreavaliado
Preço / Valor Patrimonial Tangível (MRQ) 1.2 · · ·
PEG Ratio ≈0.4 · · ·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Surpresa Média 21.6%
Próximo relatório Out 27, 2026
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Junho de 2026 Jul 28, 2026 $19.79 $31.41 -37.0%
31 de Março de 2026 $23.55 $26.60 -11.5%
31 de Dezembro de 2025 $66.70 $25.99 156.7%
30 de Setembro de 2025 $32.44 $23.35 38.9%
30 de Junho de 2025 $13.88 $25.28 -45.1%
31 de Março de 2025 $21.60 $16.94 27.5%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 12
Métrica Tendência 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
Balanço Patrimonial 16
Métrica Tendência 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
Fluxo de Caixa 14
Métrica Tendência 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
Lucratividade 7
Métrica Tendência 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%
Liquidez e Solvência 1
Métrica Tendência 202520242023202220212020201920182017201620152014
Interest Coverage 15.518.215.8-0.517.77.214.40.31.76.27.34.7
Eficiência 1
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.30.30.20.30.20.30.20.20.20.20.2
Por Ação 5
Métrica Tendência 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
Taxas de Crescimento 9
Métrica Tendência 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%···········
Avaliação (TTM) 10
Métrica Tendência 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%

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $15.51B $14.81B $14.28B $11.68B $12.85B
Margem Operacional % 20.6% 22.3% 18.5% -0.80% 25.2%
Lucro líquido $2.11B $2.75B $2.00B $-216M $2.42B
EPS Diluído $169.22 $199.32 $146.98 $-23.72 $176.38

Investidores institucionais (13F) 988 declarantes · $21.0B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 988
Valor detido $21.0B
Novas posições 101
Posições encerradas 82
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
101 (-17 vs trimestre anterior) 82 (-2 vs trimestre anterior) 321 (+24 vs trimestre anterior) 315 (+12 vs trimestre anterior) -93K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 988 proprietários institucionais →

Ativistas e proprietários de 5%+ 3 participações

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
MARKEL GROUP INC. 14 de Setembro de 2026 42,00% Emenda · SEC
Alterra Capital Holdings Limited ×2 declarações 7 de Maio de 2013 · Declaração inicial · SEC
Markel Corporation ×6 declarações 6 de Maio de 2013 · Declaração inicial M&A / venda 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.

Executivos da empresa 45 insiders · 21 diretores · 24 conselheiros

19
Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Thomas Sinnickson Gayner Chief Executive Officer 15 de Maio de 2026 F 56.260 0 0 $0
Simon Wilson EVP and CEO, Markel Insurance 26 de Fevereiro de 2026 S 2.397 0 2 $-363.418
Richard R Whitt III Co-Chief Executive Officer 6 de Dezembro de 2022 F 11.360 0 0 $0
Brian J. Costanzo Chief Financial Officer 30 de Junho de 2026 J 1.632 0 0 $0
Anne G Waleski Exec Vice President and CFO 21 de Fevereiro de 2018 A 3.762 0 0 $0
Jeremy Andrew Noble President, Insurance 18 de Fevereiro de 2025 A 4.888 0 0 $0
John K Latham President-Wholesale Operations 10 de Maio de 2011 F 9.413 0 0 $0
Michael R Heaton EVP & Chief Operating Officer 2 de Dezembro de 2025 F 4.709 0 0 $0
Robert C Cox Pres. & COO, Insur. Operations 6 de Dezembro de 2022 F 2.346 0 0 $0
Andrew G. Crowley EVP & Pres., Markel Ventures 15 de Julho de 2026 J 2.749 0 0 $0
Meade P. Grandis CAO and Controller 24 de Fevereiro de 2026 A 294 0 0 $0
Susan L. Davies CHRO, Markel Insurance 15 de Dezembro de 2022 J 848 0 0 $0
Bradley James Kiscaden Pres/Chief Admin Off-Ins Ops 15 de Fevereiro de 2022 A 8.090 0 0 $0
Linda V Schreiner SVP, Strategic Management 7 de Dezembro de 2021 F 1.528 0 0 $0
Oscar Guerrero Chief Accounting Officer 16 de Fevereiro de 2021 A 399 0 0 $0
Alan I Kirshner Executive Chairman 9 de Abril de 2020 S 20.453 0 0 $0
Nora N Crouch Chief Accounting Officer 18 de Fevereiro de 2020 A 2.250 0 0 $0
Britton L. Glisson Chief Administrative Officer 21 de Fevereiro de 2018 A 11.656 0 0 $0
Michael F Crowley Vice Chairman 5 de Dezembro de 2017 F 5.816 0 0 $0
Gerard Albanese JR EVP & Chief Underwriting Off. 13 de Maio de 2016 F 14.996 0 0 $0
Paul W Springman Executive VP 26 de Fevereiro de 2008 A 21.070 0 0 $0
Morgan E. Housel Conselheiro 15 de Junho de 2026 J 1.029 0 0 $0
Mark Besca Conselheiro 15 de Junho de 2026 J 1.222 0 0 $0
Lawrence A Cunningham Conselheiro 15 de Junho de 2026 J 1.042 0 0 $0
Diane Leopold Conselheiro 15 de Junho de 2026 J 2.345 2 0 $268.721
Lynne A. Puckett Conselheiro 15 de Junho de 2026 J 507 1 0 $102.345
Harold Lawrence Morrison Jr. Conselheiro 15 de Junho de 2026 J 1.127 0 0 $0
Michael Oreilly Conselheiro 15 de Junho de 2026 J 3.935 0 0 $0
MICHAEL JONATHAN E Conselheiro 15 de Junho de 2026 J 333 0 0 $0
Greta J Harris Conselheiro 22 de Maio de 2026 S 645 0 3 $-140.395
Steven A Markel Conselheiro 11 de Dezembro de 2025 S 60.368 0 18 $-3.175.429
MARKEL ANTHONY F Conselheiro 24 de Fevereiro de 2025 G 15.000 0 0 $0
Lemuel E Lewis Conselheiro 14 de Maio de 2021 J 5.741 0 0 $0
KASEN STEWART M Conselheiro 3 de Novembro de 2020 S 2.028 0 0 $0
Darrell D Martin Conselheiro 11 de Maio de 2020 A 11.540 0 0 $0
Debora J Wilson Conselheiro 1 de Maio de 2020 P 3.956 0 0 $0
Michael Jay Schewel Conselheiro 24 de Dezembro de 2019 G 6.260 0 0 $0
Bruce K Connell Conselheiro 7 de Março de 2019 P 2.226 0 0 $0
Alfred J Broaddus Jr Conselheiro 14 de Maio de 2018 A 2.338 0 0 $0
Jay M Weinberg Conselheiro 15 de Maio de 2017 J 5.040 0 0 $0
Douglas C Eby Conselheiro 15 de Maio de 2017 A 522 0 0 $0
Leslie A Grandis Conselheiro 23 de Fevereiro de 2009 J 18.901 0 0 $0
MARKEL GROUP INC. Detentor de 10% 11 de Setembro de 2026 C 10.944.411 0 0 $0
Richard Randolph Grinnan · 15 de Maio de 2026 F 4.147 0 0 $0
Gary L Markel · 9 de Março de 2004 G 301.353 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 74 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
DFNL · Davis Fundamental ETF Trust 5,77% 14.690 NS 31 de Julho de 2026 N-PORT
DUSA · Davis Fundamental ETF Trust 4,60% 31.071 NS 31 de Julho de 2026 N-PORT
DWLD · Davis Fundamental ETF Trust 2,97% 9.657 NS 31 de Julho de 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0,87% 5.202 NS 31 de Julho de 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,74% 1.592 SH 19 de Agosto de 2026 Diário
FTA · First Trust Exchange-Traded AlphaDE… 0,66% 4.924 NS 31 de Julho de 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,35% 2.886 NS 31 de Julho de 2026 N-PORT
IYF · iShares Trust 0,34% 8.275 SH 11 de Setembro de 2026 Diário
FAB · First Trust Exchange-Traded AlphaDE… 0,33% 297 NS 31 de Julho de 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,29% 20.434 SH 19 de Agosto de 2026 Diário
VXF · VANGUARD INDEX FUNDS 0,28% 143.611 SH 19 de Agosto de 2026 Diário
FNCL · FIDELITY COVINGTON TRUST 0,26% 3.305 NS 31 de Julho de 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,25% 45.607 SH 19 de Agosto de 2026 Diário
VO · VANGUARD INDEX FUNDS 0,22% 257.695 SH 19 de Agosto de 2026 Diário
IWS · iShares Trust 0,22% 18.532 SH 11 de Setembro de 2026 Diário
IMCG · iShares Trust 0,22% 4.834 SH 11 de Setembro de 2026 Diário
EUSA · iShares, Inc. 0,20% 2.171 SH 11 de Setembro de 2026 Diário
VOE · VANGUARD INDEX FUNDS 0,20% 38.182 SH 19 de Agosto de 2026 Diário
SIZE · iShares Trust 0,19% 445 SH 11 de Setembro de 2026 Diário
IWR · iShares Trust 0,16% 50.762 SH 11 de Setembro de 2026 Diário
IMCB · iShares Trust 0,15% 1.455 SH 11 de Setembro de 2026 Diário
DFLV · Dimensional ETF Trust 0,13% 4.580 NS 31 de Julho de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,11% 9.368 NS 31 de Julho de 2026 N-PORT
DFVX · Dimensional ETF Trust 0,11% 308 NS 31 de Julho de 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,10% 540 SH 5 de Outubro de 2026 Diário
IMCV · iShares Trust 0,09% 591 SH 11 de Setembro de 2026 Diário
USXF · iShares Trust 0,09% 749 SH 11 de Setembro de 2026 Diário
VTV · VANGUARD INDEX FUNDS 0,09% 112.890 SH 19 de Agosto de 2026 Diário
HAPI · Harbor ETF Trust 0,08% 201 NS 31 de Julho de 2026 N-PORT
VEGN · ETF Series Solutions 0,08% 71 NS 31 de Julho de 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0,07% 123 NS 31 de Julho de 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,07% 7.462 SH 19 de Agosto de 2026 Diário
DFAC · Dimensional ETF Trust 0,07% 16.579 NS 31 de Julho de 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 296 SH 5 de Outubro de 2026 Diário
IWD · iShares Trust 0,06% 27.433 SH 11 de Setembro de 2026 Diário
DXUV · Dimensional ETF Trust 0,05% 157 NS 31 de Julho de 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,05% 2.919 SH 5 de Outubro de 2026 Diário
ILCG · iShares Trust 0,05% 857 SH 11 de Setembro de 2026 Diário
DCOR · Dimensional ETF Trust 0,04% 797 NS 31 de Julho de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,04% 2.836 NS 31 de Julho de 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0,04% 13.887 SH 19 de Agosto de 2026 Diário
ESGV · VANGUARD WORLD FUND 0,04% 2.790 SH 19 de Agosto de 2026 Diário
BKLC · BNY Mellon ETF Trust 0,04% 1.094 NS 31 de Julho de 2026 N-PORT
VOTE · TCW ETF Trust 0,04% 209 NS 31 de Julho de 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 1.691 NS 31 de Julho de 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0,04% 2.199 SH 5 de Outubro de 2026 Diário
ROUS · Lattice Strategies Trust 0,04% 133 NS 31 de Julho de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,04% 3.885 NS 31 de Julho de 2026 N-PORT
ILCB · iShares Trust 0,03% 240 SH 11 de Setembro de 2026 Diário
IYY · iShares Trust 0,03% 542 SH 11 de Setembro de 2026 Diário
IWB · iShares Trust 0,03% 8.603 SH 11 de Setembro de 2026 Diário
DFSU · Dimensional ETF Trust 0,03% 381 NS 31 de Julho de 2026 N-PORT
ITOT · iShares Trust 0,03% 16.403 SH 11 de Setembro de 2026 Diário
IWV · iShares Trust 0,03% 3.417 SH 11 de Setembro de 2026 Diário
VTI · VANGUARD INDEX FUNDS 0,03% 377.535 SH 19 de Agosto de 2026 Diário
VONE · VANGUARD SCOTTSDALE FUNDS 0,03% 2.037 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,03% 1.042 SH 19 de Agosto de 2026 Diário
TOV · EA Series Trust 0,03% 47 NS 31 de Julho de 2026 N-PORT
TILT · FlexShares Trust 0,03% 334 NS 31 de Julho de 2026 N-PORT
URTH · iShares, Inc. 0,02% 1.138 SH 11 de Setembro de 2026 Diário
TOK · iShares Trust 0,02% 33 SH 11 de Setembro de 2026 Diário
ACWI · iShares Trust 0,02% 3.928 SH 11 de Setembro de 2026 Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 10.016 SH 19 de Agosto de 2026 Diário
ILCV · iShares Trust 0,02% 140 SH 11 de Setembro de 2026 Diário
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,02% 711 NS 31 de Julho de 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 157 SH 2 de Outubro de 2026 Diário
BLV · VANGUARD BOND INDEX FUNDS · · 15 de Julho de 2026 Diário
BSV · VANGUARD BOND INDEX FUNDS · · 15 de Julho de 2026 Diário
BND · VANGUARD BOND INDEX FUNDS · · 15 de Julho de 2026 Diário
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 de Julho de 2026 Diário
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 de Julho de 2026 Diário
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 de Julho de 2026 Diário
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 de Julho de 2026 Diário
IAK · iShares Trust · 6.671 SH 11 de Setembro de 2026 Diário

MKL Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21
classificação · 15 analistas VENDA
Alvo mediano $1955.00 +12,5%
0 0,0% Compra forte
0 0,0% Compra
9 60,0% Manter
4 26,7% Venda
2 13,3% Venda forte

Preço-alvo de 12 meses

6 analistas · 2026-10-06

Alvo médio $1933.17 +11,2%

Agora Preço atual $1738.33
Mín$1532.00 Média$1933.17 Máx$2107.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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% ·

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Fonte: SEC 10-Q arquivado Jul 29, 2026