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 | 331,679 | $647,772,404 | -13% | 3.2% |
| 2. | Madison Avenue Partners Eli Samaha | 112,325 | $219,371,848 | +28% | 9.44% |
| 3. | Davis Capital Partners Lansing Davis | 92,105 | $179,882,025 | +31% | 4.56% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 78,250 | $152,823,033 | -3% | 0.36% |
| 5. | JANA Partners Barry Rosenstein | 76,743 | $149,879,846 | +2% | 7.88% |
| 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. | 697,836 | $1,362,880,029 | 0.02% | |
| 2. | 545,650 | $1,065,659,907 | 0.02% | |
| 3. | 521,976 | $1,019,424,348 | 0.05% | |
| 4. | 406,759 | $794,400,127 | 3.41% | |
| 5. | 350,660 | $684,846,688 | 0.04% |