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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.07 B.
Top institutional holders include Chris Davis and Jana Partners.
Notably, Jana Partners has expressed high conviction in this stock, allocating 8.98% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $42.69 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Tom Russo reduced exposure by 21.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Markel Group Inc. (MKL)
Major holders include Chris Davis ($733.96 M), Jana Partners ($144.14 M), Francois Rochon ($82.2 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 576,384 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $42.69 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 $81.32 M.
Yes, 1 managers opened new positions in MKL, and 4 increased their existing holdings. The total reported buy value was $38.63 M.
