Markel Group Inc. (MKL)

MKL · Financials · United States

Markel Group Inc. (MKL) is a company in the Financials sector, based in United States. The stock is held in 16 ETFs we track – with its largest weight of 0.29 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Markel Group.

Above-average ETF coverage: 16 of the 95 ETFs we cover hold Markel Group, spread across 7 indices. That puts the stock in more ETFs than 76.4 % of the 4,334 stocks we cover.

Held in16 ETFs

Highest weight0.29 %

Indices7

SectorFinancials

CountryUnited States

ISINUS5705351048

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-16.8 %	1 year	-6.8 %
1 month	-0.6 %	3 months	-4.3 %
Calendar year 2025	+24.5 %

52W

Data note 3

Measured in euros, Markel Group returned -15.3 % year to date and -4.6 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-20.1 %

Volatility p.a.21.5 %

Data note 5

Below peak-18.4 %

Beta to S&P 5000.09

Correlation to S&P 5000.06

The close on Sep 16, 2026 was 18.4 % below the highest close since Aug 12, 2024, reached on Dec 29, 2025. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Markel Group moved on average 0.09 % in the same direction. The correlation of 0.06 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Everest Group Ltd.	+0.76
Arch Capital Group Ltd.	+0.71
Cincinnati Financial Corporation	+0.68
Altria Group Inc.	+0.67
Chubb Limited	+0.65
Travelers Companies Inc.	+0.63
Sandisk Corporation	-0.55
EMCOR Group Inc.	-0.54
Seagate Technology Holdings plc	-0.47

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue15.5 bn $

Net income2.1 bn $

Diluted EPS169.22 $

Net margin13.6 %

Return on equity11.3 %

Equity ratio27.0 %

Revenue growth+4.7 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	14.3	2.0	14.0 %
FY2024	14.8	2.7	18.5 %
FY2025	15.5	2.1	13.6 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	0.29 %	€2.90
XDWF	msci-world-financials	0.15 %	€1.50
WFIN	msci-world-financials	0.14 %	€1.40
WIMI	msci-world-imi	0.03 %	€0.30
EUNL	msci-world	0.03 %	€0.30
XDWD / XDWL	msci-world	0.03 %	€0.30
XD9U / XD9D	msci-usa	0.03 %	€0.30
SWWD	msci-world	0.02 %	€0.20
SPYY	msci-acwi	0.02 %	€0.20
IUSQ	msci-acwi	0.02 %	€0.20
SPPW	msci-world	0.02 %	€0.20
SPYI / SPSA	msci-acwi-imi	0.00 %	€0.00

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Markel Group as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Markel Group had a weight of 0.04 % on Sep 30, 2019 and 0.03 % on Sep 16, 2026. Its share peaked at 0.04 % on Sep 30, 2019. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Markel Group Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Markel Group — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Markel Group	-6.8 %	21.5 %	13.6 %	+4.7 %
Affirm Holdings	-20.4 %	73.1 %	4.7 %	+34.9 %
Carlyle Group Inc	-40.3 %	40.3 %	16.9 %	-11.9 %
Fidelity National Financial Inc. - FNF Group	-26.4 %	26.1 %	28.7 %	+9.1 %
SoFi Technologies Inc	-38.6 %	59.1 %	77.7 %	+23.1 %
Toast	-22.1 %	46.6 %	5.6 %	+24.1 %
LPL Financial Holdings	-1.0 %	36.3 %	5.1 %	+37.2 %
Tradeweb Markets	-12.7 %	28.8 %	39.6 %	+18.9 %
Corebridge Financial	+11.1 %	35.6 %	-2.0 %	-1.2 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.