Added to YB: 2026-08-04
Pitch date: 2026-07-31
MKL [neutral]
Markel Group Inc.
-0.17%
current return
Author Info
No bio for this author
Company Info
Markel Group Inc. engages in the insurance business in the United States, the United Kingdom, Bermuda, Germany, rest of the European Union, Canada, and the Asia Pacific.
Market Cap
$23.3B
Pitch Price
$1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.84
P/E
10.37
EV/Sales
1.49
Sector
Insurance
Category
growth
Markel ($MKL) 2026 Q2 update
MKL (earnings): H1'26 combined ratio 92.9% (vs 96.9% '25); insurance adj op income $376.5M (+40% YoY), aided by $166.6M favorable reserves. Net premiums fell 6% but core adj premiums +10% ex-runoff/Hagerty. $205M State National credit-loss charge (one-off). Net investment income +11% to $256M; equity portfolio +9.9% Q2. Buybacks accelerated to $237M ($371M YTD); $1.1B remaining. Long-term compounder thesis intact.
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