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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.17 B.
Top institutional holders include Chris Davis and Jana Partners.
Notably, Jana Partners has expressed high conviction in this stock, allocating 9.08% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $42.79 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Jana Partners reduced exposure by 44.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Markel Group Inc. (MKL)
Major holders include Chris Davis ($892.5 M), Jana Partners ($174.59 M), Francois Rochon ($94.54 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 598,707 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $42.79 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited MKL. The total reported sell value was $146.22 M.
Yes, 1 managers opened new positions in MKL, and 4 increased their existing holdings. The total reported buy value was $103.43 M.
