Stock profile

MARKEL GROUP INC (MKL)

MKL · Latest close $1,724.61 as of Oct 2, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$1,724.61
As of Oct 2, 2026
Tracked funds holding
5 of 83
2026 Q2 13F filings
Opened / added
0 / 2
vs previous quarter
Trimmed / exited
3
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Greenlea Lane Capital10.89%20,305TRIMMED (-10.0%)
Check Capital Management4.13%79,209ADDED (+3.0%)
Davis Advisors3.41%406,759ADDED (+6.1%)
Giverny Capital2.03%30,877TRIMMED (-28.1%)
Gardner Russo & Quinn0.09%4,265TRIMMED (-13.9%)

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.

Politician trading · U.S. House

1 House members reported buying (2 purchases vs 7 sales). Bought by Democrats. Latest buy: May 1, 2026.

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Politicians

· Bought by Members — Last 6 months: bought by a U.S. House member

Financial Screens

· Lynch PEG — Cheap against its growth rate

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Deep Value (Templeton) — Stocks that are cheap against both earnings and assets

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

Key figures

· Lynch PEG — P/E: 10.19 · 5-yr EPS growth: 24.9% · PEG: 0.41

· Cash Flow (FCF) — Latest FCF: $2.6B · FCF yield: 11.7% · Positive FCF years: 3

· Deep Value (Templeton) — P/E: 10.19 · P/B: 1.17 · Latest EPS: 169.22 · Dividend yield: 0.0%

· Neff Total Return Ratio — EPS growth: 24.9% · Dividend yield: 0.0% · P/E: 10.19 · Neff ratio: 2.45

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.22 · Operating cash flow: $2.8B · Net income: $2.1B

· Bought by Members — Members buying: 1 · Buy txns: 2 · Sell txns: 7 · Latest buy: May 1, 2026

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Super-investor 13F BEST — appeared in 1 of the last 20 quarterly lists; latest 2023 Q2, ranked #41 of 50.

· Insider BEST — appeared in 5 of the last 20 quarterly lists; latest 2024 Q1, ranked #19 of 50.

13F signal (2021 Q3 – 2026 Q1)EventsWin rateAvg returnSPYExcess
Heavy accumulation — 3+ tracked funds increased together1163.6%+0.3%+3.3%-3.0%
Share count tripled (3x)10.0%-8.9%+0.5%-9.4%
Heavy exit — 3+ tracked funds sold out together10.0%-6.2%+3.0%-9.1%

Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

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