Markel Group Inc. $MKL Stock Position Boosted by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in Markel Group Inc. (NYSE:MKL) by 0.4% in the third quarter, bringing its total ownership to 1,172,997 shares valued at $2.24 billion. Analysts hold a "Hold" consensus rating for MKL with an average price target of $2,100, although some have recently adjusted their recommendations. Institutional investors collectively own 77.12% of the stock, while insiders have sold a total of 1,575 shares worth approximately $3.33 million in the last 90 days.
Markel partners with Upfort to enhance protection for U.S. cyber policyholders
Markel announced a collaboration with Upfort to offer enhanced cybersecurity protection to its U.S. cyber policyholders. Through this partnership, policyholders gain access to Upfort Shield, an AI-powered cyber defense platform, and an endpoint detection and response solution, aiming to reduce the risk of cyberattacks and breaches.
Markel and Upfort collaborate on cyber risk tools for US policyholders
Markel, an insurance operator, has partnered with cyber risk management provider Upfort to offer enhanced cybersecurity tools to its US cyber policyholders. This collaboration introduces Upfort Shield, an AI-driven multi-layer cyber defence platform designed to prevent and recover from cyber incidents, and includes features like endpoint detection and response, advanced email security, continuous monitoring, and staff training. The initiative aims to strengthen organizational cyber resilience and provide Markel with data-driven underwriting intelligence.
Markel Group Inc (MKL) Stock Price, Trades & News
This page provides a detailed overview of Markel Group Inc (MKL), including its current stock price, key financial metrics, warnings identified by GuruFocus, and business description. It also features analyst insights, recent news, and event calendars related to the company, highlighting its performance and upcoming financial dates.
Markel announces collaboration with Upfort to help enhance protection for U.S. cyber policyholders
Markel, the insurance operations of Markel Group Inc. (NYSE: MKL), has announced a new collaboration with Upfort. This partnership aims to provide eligible U.S. cyber policyholders with an expanded suite of tools designed to help safeguard their businesses and reduce the risk of cyberattacks. The initiative was announced on February 19, 2026.
Markel partners with Upfort to enhance cyber protection for policyholders
Markel, the insurance arm of Markel Group Inc., has partnered with cybersecurity firm Upfort to offer enhanced cyber protection tools to eligible U.S. policyholders. This collaboration provides access to Upfort Shield, an AI-powered defense platform, aiming to strengthen Markel's cyber insurance offerings and broaden its risk appetite for middle-market businesses. The initiative comes as Markel demonstrates strong financial health and profitability amidst increasing digital security challenges.
Markel announces collaboration with Upfort to help enhance protection for U.S. cyber policyholders
Markel has announced a new collaboration with Upfort to enhance cyber protection for its eligible U.S. cyber policyholders. This partnership provides access to Upfort Shield, an AI-powered multi-layer cyber defense platform, and an easy-to-deploy endpoint detection and response (EDR) solution. The initiative aims to strengthen Markel's cybersecurity offerings for middle-market businesses, helping them predict, prevent, and recover from cyber threats.
Markel expands cybersecurity support for policyholders through Upfort partnership
Markel has partnered with Upfort to enhance cybersecurity support for its eligible US cyber insurance policyholders. This collaboration provides access to Upfort Shield, an AI-driven cyber defense platform, and an endpoint detection and response (EDR) solution to mitigate security breaches. The initiative aims to strengthen Markel's comprehensive approach to cyber insurance, helping policyholders predict, prevent, and recover from cyber threats.
Research Alert: CFRA Keeps Hold Opinion On Shares Of Markel Group Inc.
CFRA has maintained a 'Hold' opinion on the shares of Markel Group Inc. This alert follows the earnings report from Unity Software (U.US), which announced fourth-quarter revenue of $609 million, exceeding analyst expectations, and a quarterly loss of 66 cents per share. The article indicates that further details about Markel Group Inc. would require logging in or creating an account.
Colin Wildey promoted to Chief Risk Officer for Markel International
Markel International has promoted Colin Wildey to Chief Risk Officer, pending regulatory approval. Wildey, who previously served as Head of Risk since 2022, brings extensive experience in senior risk management across the London Market and international insurance sectors. In his new role, based in London and reporting to Henry Gardener, Wildey will focus on strengthening how risk informs decision-making within the business.
Colin Wildey promoted to chief risk officer at Markel International
Markel Insurance, a division of Markel Group Inc., has promoted Colin Wildey to Chief Risk Officer for Markel International. Wildey, who previously served as Head of Risk, will focus on integrating risk information into business decisions. This appointment, subject to regulatory approval, follows Markel Group's strong financial performance in Q4 2025, with earnings and revenue exceeding expectations.
Colin Wildey promoted to chief risk officer at Markel International
Markel International has promoted Colin Wildey to Chief Risk Officer, where he will focus on integrating risk more effectively into decision-making across the business. Wildey, who previously served as Head of Risk for Markel International and UK Chief Risk Officer at Fidelis Insurance, brings over ten years of senior risk management experience. This appointment follows Markel Group Inc.'s strong financial performance in Q4 2025, with EPS significantly exceeding forecasts.
Colin Wildey promoted to chief risk officer at Markel International
Markel Insurance, a division of Markel Group Inc., has appointed Colin Wildey as the Chief Risk Officer for Markel International. Wildey, who previously served as Head of Risk for Markel International since 2022, will focus on strengthening risk integration into business decisions. This promotion highlights Markel's ongoing commitment to robust risk management, following strong financial results for Q4 2025.
Colin Wildey appointed Chief Risk Officer, International
Markel Insurance has announced the promotion of Colin Wildey to Chief Risk Officer for Markel International, pending regulatory approval. This appointment was made public on February 17, 2026. The article is syndicated content and Markel Group Inc. is listed under the NYSE symbol MKL.
Why Markel is elevating a London risk expert to steer its international bets
Markel Insurance has appointed Colin Wildey as Chief Risk Officer for Markel International, effective February 17, 2026, pending regulatory approval. Wildey, who previously served as Head of Risk since 2022, will focus on strengthening risk-informed decision-making and integrating risk thinking across various departments. This internal promotion highlights Markel's ongoing strategy to enhance its risk leadership and organizational capabilities, following solid 2025 financial results.
The Truth About Markel Group Inc: Why Quiet Money Is Suddenly Obsessed With MKL
The article discusses Markel Group Inc (MKL), highlighting its appeal to investors seeking long-term growth through its unique combination of specialty insurance and investment strategies. It explores why MKL is gaining traction among "smart money" and value investors, contrasting it with meme stocks and emphasizing its steady, wealth-building approach over quick gains. The piece also provides information on MKL's business model, stock performance, and target investor profile.
Insurance moves: Markel, Willis, Gallagher
Markel, Willis (a WTW business), and Gallagher have announced senior leadership changes to sharpen their focus on specialty lines and analytics. Markel appointed John Bang as head of Korea and Japan and added two underwriters to its PFR and cyber team in Greater China. Willis named Michelle Ng as head of Risk & Analytics for the Pacific, while Gallagher expanded Hassan Ashtari's leadership role for its ADGM alternative risk joint venture.
Southeast Asset Advisors LLC Acquires 545 Shares of Markel Group Inc. $MKL
Southeast Asset Advisors LLC increased its stake in Markel Group Inc. (NYSE:MKL) by 26.8% in the third quarter, acquiring an additional 545 shares to bring its total holdings to 2,575 shares valued at approximately $4.92 million. This move comes amidst recent insider selling, with Director Steven A. Markel selling 1,330 shares and other insiders selling a total of 1,575 shares, reducing insider ownership to about 1.66%. Analysts currently maintain a "Hold" rating for Markel Group with a consensus price target of $2,100.00.
The Truth About Markel Group Inc: Why Quiet Money Is Suddenly Obsessed With MKL
The article discusses Markel Group Inc (MKL), highlighting it as a low-key stock gaining attention from value investors and even some finfluencers. It describes MKL as a specialty insurance and investment company focused on long-term compound growth rather than short-term gains. The piece contrasts MKL with more visible competitors, positioning it as a "quiet rich-people cheat code" for patient investors seeking steady wealth-building over viral stock hype.
Markel Group Inc. (NYSE:MKL) Is a Favorite Amongst Institutional Investors Who Own 79%
Institutional investors own 79% of Markel Group Inc. (NYSE:MKL), making it a favored stock among this group, with the top 24 shareholders controlling 51% of the business. This high institutional ownership suggests that the stock is sensitive to their trading actions. Insiders have recently sold shares, though they still hold a meaningful stake of US$491 million, while the general public owns 18%.
Markel Insurance appoints Zurich’s John Bang as Head of Korea and Japan
Markel Insurance has appointed John Bang as its inaugural Head of Korea and Japan, effective immediately. Bang, formerly of Zurich Insurance Company, will lead Markel International's operations, focusing on business development and strengthening regional presence in these key growth markets. The appointment highlights Markel's commitment to expanding its footprint in the Asia Pacific region with local leadership.
The 5 Most Interesting Analyst Questions From Markel Group's Q4 Earnings Call
Markel Group's Q4 results showed operational improvements in its insurance segment and contributions from diversified businesses, leading to a 45.4% EPS beat. Management attributed this to restructuring actions, including exiting underperforming lines and focusing on profitable growth. The article highlights five key analyst questions regarding the sustainability of the combined ratio, industrial and consumer segment trends, insurance pricing, AI deployment, and financial segment earnings sustainability.
From US build-out to global role: Phil Amlot to lead Markel trade credit
Markel Insurance (NYSE: MKL) has appointed Phil Amlot as Head of Trade Credit, International, effective February 10, 2026. Amlot, with 16 years at Markel, will lead the global strategy, growth, and team development across London, the US, and Asia, reporting to Carl Titterton. His promotion is seen as a move to reinforce the company's trade credit capabilities through an internal leader who previously established the US Trade Credit operation in 2014.
Envestnet Asset Management Inc. Trims Stake in Markel Group Inc. $MKL
Envestnet Asset Management Inc. reduced its stake in Markel Group Inc. (NYSE:MKL) by 2.1% in the third quarter, selling 979 shares and retaining 46,375 shares valued at $88.64 million. Institutional investors collectively own 77.12% of the company, while insiders sold approximately 1,575 shares worth $3.33 million during the last quarter. Analysts currently have an average "Hold" rating on MKL with a consensus price target of $2,100, which is close to its current trading price of $2,103.
BI Asset Management Fondsmaeglerselskab A S Buys 1,066 Shares of Markel Group Inc. $MKL
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in Markel Group Inc. by 172.8% in Q3, purchasing 1,066 additional shares, bringing its total holdings to 1,683 shares valued at $3.22 million. Despite this, company insiders, including CEO Simon Wilson and Director Steven A. Markel, have been net sellers, offloading shares worth $3.33 million in the last 90 days. Institutional ownership remains high at 77.12%, with major firms like Vanguard and Principal Financial Group also boosting their positions in the insurance provider.
Fund Update: 78,000 FRANCO-NEVADA (FNV) shares added to MARKEL GROUP INC. portfolio
MARKEL GROUP INC. has increased its holdings in FRANCO-NEVADA (FNV) by 78,000 shares, as revealed in a recent SEC 13F filing for the 12-31-2025 period. This move comes amidst significant hedge fund activity in FNV, with 273 institutional investors adding shares and 261 decreasing positions, and strong analyst ratings including five buy recommendations. The article also notes recent congressional stock trading involving FNV and lists several analyst price targets for the stock.
Truist Securities Raises Markel Group (MKL) Price Target to $210
Truist Securities has raised its price target for Markel Group (MKL) to $2100 from $2000, while maintaining a "Hold" rating for the stock. This adjustment reflects a 5% increase and suggests positive expectations for Markel Group's market performance. The company specializes in property and casualty insurance and uses capital from its insurance operations to acquire non-insurance businesses.
Markel Group Underwriting Profitability With Sub 96% Combined Ratios Challenges Earnings Slowdown Concerns
Markel Group's latest financial results show Q4 2025 revenue of US$4.2 billion and EPS of US$48.95, with a trailing 12-month EPS of US$169.74, down from US$199.69 a year prior. While net income declined from US$2.6 billion to US$2.1 billion, leading to a softer 12.5% net profit margin, the company's strong underwriting profitability with combined ratios consistently below 96% suggests a resilient core insurance operation. Despite market concerns about slowing earnings and growth forecasts, its P/E ratio and DCF valuation indicate potential undervaluation, suggesting a nuanced investment outlook.
How Markel Group’s Strong Q4 2025 Earnings Will Impact Markel Group (MKL) Investors
Markel Group (MKL) reported a strong Q4 2025 with increased revenue and earnings per share from continuing operations, despite a full-year decline in net income and EPS. The company's unique hybrid model of specialty insurance and long-term investing means lumpy earnings are typical, and while the strong quarter may reassure investors, full-year results and valuation remain key considerations. Investors have widely divergent valuations for MKL, underscoring the complexity in assessing its future performance.
Did Stronger-Than-Expected Q4 2025 Results and 10% Operating Gain Just Shift Markel Group's (MKL) Investment Narrative?
Markel Group (MKL) reported stronger-than-expected Q4 2025 results with US$4,007.97 million in revenue and a 10% rise in adjusted operating income to US$2.30 billion, driven by all reportable segments, insurance restructuring, diversification, and increased technology investment. While full-year earnings were lower, these results reinforce Markel's investment narrative as an insurance-led compounder, with ongoing share buybacks and insurance clean-up serving as short-term catalysts. Investors are encouraged to consider various scenarios for Markel's future earnings, and risks include execution in insurance restructuring and the impact of higher tech spend on margins.
Markel Is Getting Back on Track
Markel is showing improvement on its underwriting side, according to a recent analyst note. Although the company is often seen as a "mini-Berkshire," the author suggests that the market's premium on this narrative might not be fully justified. This report builds on previous positive earnings reports for Markel, highlighting solid results in both underwriting and investments.
MKL Q4 Deep Dive: Profitability Rises on Insurance Restructuring and Diversified Segment Gains
Markel Group (MKL) reported a Q4 CY2025 revenue miss but a significant beat on non-GAAP EPS, driven by operational improvements in its insurance segment and gains across diversified businesses. The company's profitability rose due to decisive restructuring, including exits from underperforming lines and a focus on profitable growth, alongside increased technology investments and strong performance in its financial segment. Future performance is expected to hinge on disciplined underwriting, AI-driven efficiency, and continued diversification.
Earnings call transcript: Markel Group’s Q4 2025 earnings surpass expectations
Markel Group Inc. reported strong financial results for Q4 2025, significantly exceeding expectations with an EPS of $48.75 against a forecasted $27.33 and revenue of $4 billion. The company's stock rose by 4.25% following the announcement, reflecting positive investor sentiment. Markel is focusing on strategic initiatives, including AI deployment and operational efficiency, aiming for a low 90s combined ratio in its insurance segment despite projected reductions in gross written premiums due to strategic exits.
Markel Insurance’s underwriting profit rose 87% in Q4’25
Markel Group's insurance business, Markel Insurance, reported an 87% increase in underwriting profit to $156 million for Q4 2025, reaching $456 million for the full year, a 24% rise. This growth was driven by a 3% increase in gross premium volume to $2.32 billion in Q4 and significant growth in personal lines and international professional liability, as well as improved combined ratios. The company's adjusted operating income also saw substantial increases for both the quarter and the full year.
MKL Q4 Earnings Beat Estimates, Revenues & Premiums Rise Y/Y
Markel Group Inc. (MKL) reported strong fourth-quarter 2025 results, with net operating earnings per share of $34.45, beating the Zacks Consensus Estimate and increasing 68% year-over-year. The company saw a 7.6% rise in total operating revenues to $4 billion, driven by higher earned premiums and net investment income, alongside solid performance across all segments. Its combined ratio improved significantly, and the company ended the year with increased investments and shareholders' equity.
How Markel Group’s Strong Q4 2025 Earnings Will Impact Markel Group (MKL) Investors
Markel Group Inc. reported strong Q4 2025 results with increased revenue and sharply improved earnings per share from continuing operations year-over-year, despite a decline in full-year net income and EPS. This suggests a strong finish to the year, and while valuation remains a concern, the company's hybrid model of specialty insurance and long-term investing, combined with recent share buybacks, provides a complex investment narrative for shareholders. The article notes that five Simply Wall St community valuations show wide disagreement on Markel’s worth, indicating varied investor perspectives on its future performance.
Markel Group Reports Significant Growth in 2025 Financial Results
Markel Group reported significant growth in its 2025 financial results, with operating revenues increasing by 5% to $15.51 billion and adjusted operating income rising by 10% to $2.30 billion. This growth was largely driven by a strong performance in its insurance segment, which saw a 16% increase in adjusted operating income. Additionally, the company achieved robust net investment income of $1.08 billion, showcasing effective portfolio management and diverse business strategies.
Markel Group (MKL) Tops Q4 Earnings Estimates
Markel Group (MKL) surpassed Q4 earnings estimates with $34.45 per share against an expected $25.57, marking a 34.73% surprise. Despite beating EPS, the company's revenues of $3.8 billion slightly missed consensus estimates. The stock has underperformed the S&P 500 year-to-date, and its current Zacks Rank is #3 (Hold), indicating it's expected to perform in line with the market.
Markel Group's (NYSE:MKL) Q4 CY2025: Strong Sales
Markel Group (NYSE:MKL) reported strong Q4 CY2025 results, exceeding revenue and EPS expectations. The company's sales rose 7.6% year-on-year to $4.01 billion, and its GAAP profit of $48.75 per share beat analyst consensus by 21.1%. Net premiums earned also surpassed estimates, growing 7.6% year-on-year to $2.28 billion, reflecting a solid performance across its insurance, investment, and wholly-owned business segments.
Exploring Markel Group's Earnings Expectations
Markel Group (NYSE: MKL) is set to release its quarterly earnings report on Wednesday, February 4, 2026. Analysts are forecasting an earnings per share (EPS) of $25.29. The article highlights the importance of the company's guidance for future growth, rather than just beating the EPS estimate, and notes a positive trend in prior earnings beats leading to share price increases.
Markel Group Q4 2025 Earnings Preview: Revenue and EPS Estimates - News and Statistics
Markel Group (MKL) is set to announce its Q4 2025 results, with analysts projecting a revenue of $3.87 billion, a 3.8% increase year-over-year, and adjusted earnings of $25.73 per share. The specialty insurance company has a history of missing Wall Street's revenue expectations, and its stock has underperformed recently, along with the broader property & casualty insurance sector. The outlook for 2025 is clouded by potential trade policy changes and corporate tax discussions.
Markel Group Earnings: What To Look For From MKL
Markel Group (MKL) is set to report its earnings this Wednesday after market close. Analysts expect a 3.8% year-on-year revenue growth to $3.87 billion and adjusted earnings of $25.73 per share, despite a history of missing revenue estimates. The company's stock has underperformed recently, down 5.3% in the last month, against a backdrop of general underperformance in the property & casualty insurance sector.
Principal Financial Group Inc. Increases Stock Position in Markel Group Inc. $MKL
Principal Financial Group Inc. has increased its stake in Markel Group Inc. by 1.8% in the third quarter, acquiring an additional 9,496 shares, bringing its total holdings to 547,188 shares valued at approximately $1.046 billion. Markel Group exceeded analyst expectations for the quarter, reporting EPS of $30.90 against an anticipated $22.77, and revenues of $3.93 billion versus a $3.77 billion consensus. Analysts currently rate Markel Group Inc. as a "Hold" with a target price of $2,025.00.
Markel Group Inc. announces conference call date and time
Markel Group Inc. (NYSE: MKL) announced that it will hold a conference call on Thursday, February 5, 2026, at 9:30 am Eastern Time to discuss its quarterly and year-end 2025 financial results and business developments. Investors, analysts, and the public can access the live webcast or join telephonically. A replay will be available on the company's website after the call.
Markel Group Aims To Double Insurance Operations While Shares Trade Near Value
Markel Group (NYSE:MKL) plans to double its insurance operations primarily through organic growth, focusing on niche underwriting expertise. The company's shares are currently trading around $2,040.64, having seen an 11.6% return over the past year and 85.6% over five years. While Simply Wall St suggests the stock is undervalued, investors should monitor underwriting profit and risk management.
Strs Ohio Sells 1,349 Shares of Markel Group Inc. $MKL
Strs Ohio significantly reduced its stake in Markel Group Inc. (NYSE:MKL) by 81.9% in the third quarter, selling 1,349 shares and retaining 298 shares valued at $570,000. This divestment follows recent insider selling, including Director Steven A. Markel and CEO Simon Wilson. Analyst sentiment for MKL is mixed, with a consensus "Hold" rating and an average price target of $2,025, while the stock currently trades around $2,041.
Markel Group to review 2025 results in Feb. 5 conference call
Markel Group (NYSE: MKL) announced it will host a conference call on Thursday, February 5, 2026, at 9:30 AM ET to discuss its quarterly and year-end 2025 financial results and business developments. Investors can join the call via live webcast at ir.mklgroup.com or by phone. A replay of the call will be available on the company's website approximately one hour after the event concludes.
Markel Group Inc. announces conference call date and time
Markel Group Inc. (NYSE: MKL) announced that it will host a conference call on Thursday, February 5, 2026, at 9:30 AM Eastern Time. The purpose of the call is to discuss their quarterly and year-end 2025 financial results and recent business developments. The announcement was originally made on January 30, 2026, from Richmond, Va.
Markel Group Inc. announces conference call date and time
Markel Group Inc. (NYSE: MKL) has announced a conference call for Thursday, February 5, 2026, at 9:30 am (Eastern Time). The call will cover the company's quarterly and year-end 2025 results and business developments. Investors can join via live webcast or telephonically.
Markel Group Inc. announces conference call date and time
Markel Group Inc. (NYSE: MKL) announced it will host a conference call on Thursday, February 5, 2026, at 9:30 am Eastern Time. The call will cover the company's quarterly and year-end 2025 financial results and business developments. Investors and the public can access the call via live webcast or telephonically.
