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SPZCOMARKEL GROUP INC. · MKLData at close 2026-07-29

Financials · Fire, Marine & Casualty Insurance · NYSE · CIK 1096343 · FYE Dec 31 · Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote

Last $2,015.00Day −1.19%Mkt cap $25.0BP/E (FY) 11.9×1Y −0.2%Off 52W high −8.7%Vol (1Y) 19.4%

Price2023-07-31 → 2026-07-29

MKL close: $1,450 on 2023-07-31 to $2,015 on 2026-07-29.

Daily closing price, split-adjusted to the current basis; 3y shown of 5,295 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.

At a glance

Fair value (model)$1,731.97

Implied upside−14.0%

Valuation confidenceLOW

Short interest2.4% of sh out

Days to cover3.8d

13F net flow (QoQ)−1.91%

Top-10 13F concentration42.4%

Next report (est.)2026-10-28

Fair value, confidence and the reverse-DCF grade are the MATERIALIZED daily snapshot (the same columns the screener serves), not a live model run. Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.

Key fundamentalsFY 2025

P/E (FY)11.9×

Sales (TTM)$15.51B

Earnings (TTM)$2.28B

ROE11.9%

Trailing returns

YTD−6.3%

1Y−0.2%

3Y+39.0%

5Y+66.7%

10Y+112.4%

Since incept. (ann.)+8.8%

Total return through 2026-07-29 · series begins 2005-07-07. Only the windows this history actually covers are shown.

Risk

Ann. volatility (1Y)19.4%

Ann. volatility (3Y)22.0%

Sharpe (1Y)0.11

Sharpe (3Y)0.62

Max drawdown (1Y)−20.1%

Max drawdown (3Y)−20.1%

Beta (3Y vs SPY)0.25

Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.

Top institutional holders13F 2026-Q1

Manager	Shares	Value	% sh out	QoQ
BlackRock, Inc.	710,606	$1.4B	5.65%	−0.1%
VANGUARD CAPITAL MANAGEMENT LLC	544,507	$1.0B	4.33%	new
VANGUARD PORTFOLIO MANAGEMENT LLC	524,201	$1.0B	4.17%	new
PRINCIPAL FINANCIAL GROUP INC	401,876	$769M	3.20%	−24.6%
Davis Selected Advisers	383,433	$734M	3.05%	−7.6%
Select Equity Group, L.P.	377,643	$723M	3.00%	−11.7%
MORGAN STANLEY	357,087	$683M	2.84%	−8.9%
STATE STREET CORP	306,990	$588M	2.44%	+0.7%

Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.

Latest reported quarterslast report 2026-07-29

Period end	Reported	EPS	EPS YoY	Revenue	Rev YoY
2026-06-30	2026-07-29	$92.76	+86.8%	$4.02B	−0.1%
2026-03-31	2026-04-28	−$18.90	−256.5%	$3.55B	+0.1%
2025-12-31	2026-02-04	—	—	$4.01B	+35.8%
2025-09-30	2025-10-29	$59.25	−10.6%	$3.93B	+6.5%

EPS and revenue as reported in this filer's own XBRL — our extraction of the filings, not a vendor consensus feed, and never a beat/miss claim (we carry no estimates). YoY compares the same fiscal quarter a year earlier. Next report 2026-10-28 is ESTIMATED from filing cadence (median gap 91d) — not company-confirmed.

Basis & disclosures

End-of-day only. Every price on this sheet is a stored CLOSE — the last one is 2026-07-29. Nothing here is live, intraday or delayed-real-time, and the sheet does not update after it is printed.
Nothing is imputed. A figure that is not in the underlying filing or feed renders as “—”. We never fill a gap with an estimate, a peer median or a carried-forward value.
Mixed as-of dates by design. Prices are at the last close; fundamentals are at the latest reported fiscal period; 13F ownership is at the latest filed quarter (45+ days in arrears); short interest is the latest FINRA settlement. Each block states its own basis above.
Not investment advice. Model fair values, reverse-DCF grades and confidence labels are the output of published, disclosed methods on public filings — they are analysis, not a recommendation, a price target or a solicitation.
Fundamentals and ownership derive from SEC EDGAR (and equivalent foreign registers); prices from a licensed end-of-day vendor, shown under a neutral source label. Full methodology at spzco.com/methodology.