US · Financial Services · Insurance - Property & Casualty
EPS came in at 19.51 against a street estimate of 29.94 — a miss of 34.8%.
Analysts rate Markel Corporation a hold (1 buy, 6 hold, 0 sell out of 7) with an average price target of $1,956.33.
MIXED Insurance improved to 93% combined ratio for 4th consecutive quarter on strong underwriting and reserve releases. State National took $205M charge from reinsurer collateral shortfall—first material loss in 40 years. Share buybacks accelerated to $237M/quarter; long-term operating income growth at 16% per share despite near-term headwinds. Q2 2026 International division gross written premiums +31% (marine, energy, liability led); $41M Middle East conflict losses in Q2. U.S. Wholesale down 4% on intentional contraction in binding contractors/casualty; combined ratio improved 97% from 102%. Analysts pressed hard on State National timeline, magnitude, and systemic risk; management acknowledged issue as isolated confluence of unique factors, reaffirmed 40-year track record and capital resilience. Casualty pricing debate (trend vs. rate) prompted admission of structural contraction; mana…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 5.74% |
| Vanguard Capital Management, LLC | 4.39% |
| Vanguard Portfolio Management, LLC | 4.23% |
| Davis Selected Advisers | 3.28% |
| Morgan Stanley - Brokerage Accounts | 2.88% |
| Select Equity Group LP | 2.68% |
| Principal Financial Group Inc | 2.48% |
| State Street Corp | 2.48% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 MARKEL GROUP INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Steven A. Markel retiring as Chairman of the Board; will not stand for re-election at 2027 A | 2026-09-08 |
| Quarterly report · Q2 2026 MARKEL GROUP INC. - FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $71.26 billion (up from $68.91 billion at Dec | 2026-07-29 |
| Current report · Q2 2026 MARKEL GROUP INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 20, 2026; Amended and Restated Articles of Incorporation became effe | 2026-05-22 |
| Reg FD disclosure · Q2 2026 MARKEL GROUP INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • This is a Form 8-K filing dated May 20, 2026, filed by Markel Group Inc. (ticker: MKL) • No | 2026-05-20 |
| Quarterly report · Q1 2026 MARKEL GROUP INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Loss Q1 2026: $212.3 million to shareholders vs. Net Income of $121.7 million in Q1 | 2026-04-28 |
| Proxy statement · Q2 2026 MARKEL GROUP INC. — 2026 PROXY STATEMENT SUMMARY --- CEO TOTAL COMPENSATION & CHANGES • Thomas S. Gayner (CEO) total compensation: Document does no | 2026-04-02 |
| Annual report FY2025 MARKEL GROUP INC. - 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Total Assets: $68.9 billion (2025) vs $61.9 billion (2024) • Shareholders' Equity: $18 | 2026-02-26 |
| Reg FD disclosure · Q1 2026 MARKEL GROUP INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics disclosed in this Form 8-K filing • Filing date: February 26, 2 | 2026-02-26 |
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Google PlayApp StoreData updated 2026-09-18.