Is Markel Group Inc. (MKL) A Good Stock To Buy Now?
Is MKL a good stock to buy? We came across a bullish thesis on Markel Group Inc. on Casteleyn Partnership’s Substack. In this article, we will summarize the bulls’ thesis on MKL.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 377,643 | $722,835,137 | -12% | 3.7% |
| 2. | Madison Avenue Partners Eli Samaha | 87,889 | $168,225,698 | 7.32% | |
| 3. | Polar Capital Brian Ashford-Russell And Tim Woolley | 80,000 | $153,125,600 | +4% | 0.54% |
| 4. | JANA Partners Barry Rosenstein | 75,307 | $144,142,869 | -8% | 8.64% |
| 5. | Davis Capital Partners Lansing Davis | 70,631 | $135,192,678 | +42% | 3.91% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,789.19 | 50 | $89,459.50 | 550 | 2026-05-07 | Filing | |
| $1,792.61 | 100 | $179,261.00 | 2,190 | 2026-05-06 | Filing | |
| $1,795.53 | 57 | $102,345.21 | 1,463 | 2026-05-01 | Filing | |
| $1,854.80 | 10 | $18,548.00 | 856 | 2025-05-22 | Filing | |
| $1,849.00 | 15 | $27,735.00 | 846 | 2025-05-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,848.83 | 27 | $49,918.41 | 645 | 2026-05-22 | Filing | |
| $1,847.36 | 14 | $25,863.04 | 672 | 2026-05-22 | Filing | |
| $1,846.12 | 35 | $64,614.20 | 686 | 2026-05-22 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 180 | $351,542 | 0.1% | |
| 2. | 145 | $283,186 | 0.01% | |
| 3. | 120 | $234,361 | 0.02% | |
| 4. | 55 | $107,416 | 0.01% | |
| 5. | 36 | $70,308 | 0% |