- ISIN
- US5705351048
- CUSIP
- 570535104
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
- IPO Date
- Dec 12, 1986
Highlights
- EPS (TTM)
- $176.96
- PE Ratio
- 10.50
- PEG Ratio
- 0.19
- Total Revenue (TTM)
- $16.57B
- Gross Profit (TTM)
- $7.80B
- EBITDA (TTM)
- $2.55B
- Year Range
- $1,719.41 - $2,207.59
- Target Price
- $2,100.00
- ROA (TTM)
- 2.40%
- ROE (TTM)
- 9.10%
Share Price Chart
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Performance
MKL Performance Chart
Markel Group Inc. (MKL) is down 13.5% since the beginning of the year. At $1,859 per share, MKL is trading 15.8% below its 52-week high of $2,208. Investors who bought $1,000 worth of MKL shares 5 years ago would now be looking at an investment worth $1,585.
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Returns By Period
Markel Group Inc. (MKL) has returned -13.52% so far this year and -5.17% over the past 12 months. Over the last ten years, MKL has returned 7.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Markel Group Inc.
- 1D
- 0.64%
- 1M
- 0.05%
- YTD
- -13.52%
- 6M
- -14.83%
- 1Y
- -5.17%
- 3Y*
- 11.97%
- 5Y*
- 9.65%
- 10Y*
- 7.28%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MKL Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1990, MKL's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, an investment would double in approximately 4.9 years.
Historically, 57% of months were positive and 43% were negative. The best month was May 1991 with a return of +23.2%, while the worst month was Mar 2020 at -21.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, MKL closed higher 49% of trading days. The best single day was Sep 19, 2008 with a return of +29.6%, while the worst single day was Dec 1, 2008 at -20.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.07% | 1.56% | -7.64% | -7.40% | 2.43% | 2.39% | -13.52% | ||||||
| 2025 | 5.94% | 5.72% | -3.30% | -2.73% | 6.77% | 2.87% | 0.55% | -2.45% | -2.43% | 3.30% | 5.36% | 3.33% | 24.53% |
| 2024 | 5.46% | -0.33% | 1.94% | -4.15% | 12.56% | -4.02% | 4.01% | -2.33% | -2.01% | -1.69% | 15.62% | -3.18% | 21.57% |
| 2023 | 6.94% | -5.62% | -3.94% | 7.13% | -3.93% | 5.21% | 4.81% | 2.01% | -0.43% | -0.13% | -2.14% | -1.33% | 7.77% |
| 2022 | -0.10% | 0.82% | 18.69% | -8.27% | 1.19% | -5.56% | 0.30% | -7.94% | -9.20% | 11.24% | 9.84% | -0.55% | 6.77% |
| 2021 | -6.18% | 12.31% | 4.67% | 3.23% | 4.17% | -3.16% | 1.64% | 5.31% | -5.91% | 9.87% | -9.01% | 3.28% | 19.42% |
Benchmark Metrics
Markel Group Inc. has an annualized alpha of 9.01%, beta of 0.74, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (80.85%) than losses (57.10%) - typical of diversified or defensive assets.
- R2 of 0.23 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 9.01%
- Beta
- 0.74
- R²
- 0.23
- Upside Capture
- 80.85%
- Downside Capture
- 57.10%
Return for Risk
Risk / Return Rank
MKL ranks 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Markel Group Inc. (MKL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MKL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.30 | ||
| Sortino ratioReturn per unit of downside risk | -3.00 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.37 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 2.78 | -3.04 |
| Martin ratioReturn relative to average drawdown | -0.59 | 12.44 | -13.03 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Markel Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Markel Group Inc. was 61.32%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The current Markel Group Inc. drawdown is 15.19%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.32%Mar 2009 | 1y 4mo | 4y 4mo | 5y 8moNov 2007 - Jul 2013 |
1991 bear market1991 | -55.91%Jan 1991 | 1y 5d | 1y 7d | 2y 12dJan 1990 - Jan 1992 |
COVID crash2020 | -44.66%Mar 2020 | 1mo 1d | 1y 11mo | 2y 22dFeb 2020 - Mar 2022 |
Dot-com crash2000–2002 | -40.89%Mar 2000 | 9mo 28d | 1y 1mo | 1y 11moMay 1999 - Apr 2001 |
Bear market2022 | -28.87%Sep 2022 | 6mo 5d | 10mo 18d | 1y 4moMar 2022 - Aug 2023 |
Drawdown Indicators
| MKL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.32% | -56.78% | -4.54% |
Max Drawdown (1Y)Largest decline over 1 year | -20.10% | -9.10% | -11.00% |
Max Drawdown (3Y)Largest decline over 3 years | -20.10% | -18.90% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -28.87% | -25.43% | -3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -44.66% | -33.92% | -10.74% |
Current DrawdownCurrent decline from peak | -15.19% | -1.80% | -13.39% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -10.71% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.73% | 2.03% | +6.70% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Markel Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Markel Group Inc. is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MKL, comparing it with other companies in the Insurance - Property & Casualty industry. Currently, MKL has a P/E ratio of 10.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MKL compared to other companies in the Insurance - Property & Casualty industry. MKL currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MKL relative to other companies in the Insurance - Property & Casualty industry. Currently, MKL has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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