Markel Corporation (NYSE:MKL) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to the Markel Group First Quarter 2026 Conference Call.
| 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% | 8.98% |
| 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 |
|---|---|---|---|---|---|---|
| $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. | 710,606 | $1,360,148,458 | 0.02% | |
| 2. | 544,507 | $1,042,224,513 | 0.02% | |
| 3. | 524,201 | $1,003,357,408 | 0.05% | |
| 4. | 401,876 | $769,296,565 | 0.41% | |
| 5. | 383,433 | $733,959,392 | 3.37% |