Markel Group Inc. (MKL): A Bull Case Theory
We came across a bullish thesis on MKL on Casteleyn Partnership Substack. In this article, we will summarize the bulls’ thesis on MKL. MKL's share was trading at $2,102.15 as of February 6th.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 200 | $382,814 | 0.07% | |
| 2. | Bayforest Capital Theodoros Tsagaris | 9 | $17,227 | -85% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,854.80 | 10 | $18,548.00 | 856 | 2025-05-22 | Filing | |
| $1,849.00 | 15 | $27,735.00 | 846 | 2025-05-22 | Filing | |
| $2,008.01 | 100 | $200,801.00 | 48,945 | 2025-02-07 | Filing | |
| $1,549.72 | 100 | $154,972.00 | 48,890 | 2024-11-01 | Filing | |
| $1,500.00 | 10 | $15,000.00 | 743 | 2024-08-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2,079.48 | 100 | $207,948.48 | 2,397 | 2026-02-26 | Filing | |
| $2,129.98 | 120 | $255,597.60 | 60,368 | 2025-12-11 | Filing | |
| $2,128.00 | 10 | $21,280.00 | 60,488 | 2025-12-11 | Filing | |
| $2,127.26 | 190 | $404,179.40 | 60,498 | 2025-12-11 | Filing | |
| $2,126.00 | 75 | $159,450.00 | 60,688 | 2025-12-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 61,142 | $117,053,985 | 3.61% | |
| 2. | 20,561 | $39,355,193 | 0.75% | |
| 3. | 7,032 | $13,459,740 | 12.95% | |
| 4. | 3,670 | $7,024,636 | 0.96% | |
| 5. | 3,562 | $6,817,279 | 2.03% |