What smart money is saying about Markel
MKL
No fund has written a full thesis on Markel in our archive, but 2 fund letters report a position in it — most recently BCV Asset Management Antares Value Portfolio in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Markel, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsBCV Asset Management Antares Value PortfolioJune 2026
““ABC – Arrogance, Bureaucracy, and Complacency will kill us”. – Greg Able, Berkshire Hathaway AGM. Markel is run for the long term, not from a quarter-to-quarter perspective.”
Read the letterMarkel - HoldsClipper FundDecember 2025
Listed in Clipper Fund’s reported holdings.
Read the letterMarkel
Read the letters behind these Markel positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger