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)
Guru Consensus (Q2 2026)
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.