What smart money is saying about Markel
No fund has written a full thesis on Markel in our archive, but 9 fund letters report a position in it — most recently Kavaljer Investmentbolagsfond in September 2026.
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Position history
Between Q4 2025 and Q3 2026, 9 fund letters reported a position in Markel, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 4 | 0 | 0 | 0 |
Fund activity · 9 positions
- September 2026
Listed in Kavaljer Investmentbolagsfond’s reported holdings.
Markel - September 2026
“Markel Group, an underwriter of specialty insurance products for a variety of niche markets, reported improving insurance results but mixed results from its non-insurance businesses.”
Markel - September 2026
“In financials, Markel Group (-12%) flagged some emerging pricing concerns in its commentary.”
Markel - June 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.”
Markel - HoldsKNA CapitalFebruary 2026
Listed in KNA Capital’s reported holdings.
Markel - HoldsDavis Financial FundDecember 2025
Listed in Davis Financial Fund’s reported holdings.
Markel - HoldsDavenportDecember 2025
“Fund Update Contributors: Align Technology Inc. (ALGN) was the strategy’s top performer during the period, bouncing nearly 25% from depressed levels alongside stabilizing results and more constructive price commentary. Other top contributors included Markel Corp (MKL), Etsy Inc. (ETSY) and new addition Cooper Companies Inc. (COO).”
Markel - HoldsClipper FundDecember 2025
Listed in Clipper Fund’s reported holdings.
Markel - HoldsThe GoodHaven FundDecember 2025
“I thank all fellow shareholders for their continued confidence as GoodHaven 2.0 continues to unfold. I also thank our Fund Board of Trustees and our long-time partner and investor Markel for their support and wise counsel.”
Markel
Also mentioned · 3
These funds discuss Markel — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedKNA Capital Core Equity StrategySeptember 2026
“What is eternal are things like people wanting to be entertained (e.g., Disney, Nintendo, Spotify), not wanting to waste time (e.g., Howdens, Ferguson, Copart), and wanting to do business with reliable and trustworthy partners (e.g., Markel, Hingham Institution for Savings, Old Dominion Freight Line).”
Markel - September 2026
“Markel Group, an underwriter of specialty insurance products for a variety of niche markets, reported improving insurance results but mixed results from its non-insurance businesses.”
Markel - MentionedGoodHaven FundJuly 2026
“I thank all fellow shareholders for their continued confidence as GoodHaven 2.0 continues to unfold. I also thank our Fund Board of Trustees and our long-time partner and investor Markel for their support and wise counsel. Stay healthy and safe and forward we go.”
Markel
Read the letters behind these Markel positions
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