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Markel Group Inc.

MKL Financials
$1,791.98 $-6.48 (-0.36%)
Market Cap: $22.2 B
Gurus Holding
11
Popularity Rank
#299
% of Shares Held
4.92%
Net Activity (Q2 2026)
+$64.68 M

Guru Ownership Trend

Guru Analysis for Markel Group Inc. (MKL)

Markel Group Inc. (MKL), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.09 B.

Top institutional holders include Chris Davis and Jana Partners.

Notably, Jana Partners has expressed high conviction in this stock, allocating 7.88% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $64.68 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 177.5%. Conversely, Francois Rochon reduced exposure by 28.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$113.15 M
Total Buy Value
New Buys 1
Additions 4
-$48.47 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for Markel Group Inc. (MKL)

Major holders include Chris Davis ($794.4 M), Jana Partners ($149.88 M), Cliff Asness ($70.9 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 609,476 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $64.68 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited MKL. The total reported sell value was $48.47 M.

Yes, 1 managers opened new positions in MKL, and 4 increased their existing holdings. The total reported buy value was $113.15 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.41% Add 6.1% 406,759 $794.4 M Q2 2026
7.88% Add 1.9% 76,743 $149.88 M Q2 2026
0.02% Add 177.5% 36,330 $70.9 M Q2 2026
2.03% Reduce -28.1% 30,877 $60.3 M Q2 2026
0.07% Reduce -26.9% 25,301 $49.41 M Q2 2026
0.07% Add 65.2% 15,153 $29.59 M Q2 2026
0.02% Reduce -8.0% 7,771 $15.18 M Q2 2026
0.09% Reduce -13.9% 4,265 $8.33 M Q2 2026
0.01% New Buy 3,971 $7.76 M Q2 2026
0.05% Reduce -1.8% 2,064 $4.03 M Q2 2026
0.00% Reduce -5.8% 242 $473,138 Q2 2026
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