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Why Markel Shares Have So Much UpsideInvestorpoet • Fri, Jan 29, 2010 -
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Squint Your Eyes And The Markels Could Be Nebraskan (MKL)Travis Johnson • Tue, Apr 25, 2006
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What Some Big Portfolio Managers Are Doing With DisneyThe Keating Letter • Tue, Aug 23, 2011 -
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5 Stocks John Paulson Can't Get Enough OfInvestment Underground • Wed, Aug 3, 2011 -
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Top Picks by Star Mutual Fund Manager Chuck AkreGuruFundPicks • Thu, Jun 9, 2011
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Top Insurance Picks by Fund Gurus Concentrated in the SectorGuruFundPicks • Wed, May 11, 2011
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Markel's CEO Discusses Q3 2012 Results - Earnings Call TranscriptFri, Nov 9, 2012
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Markel's Management Discusses Q1 2012 Results - Earnings Call TranscriptThu, May 10, 2012
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Markel's CEO Discusses Q4 2011 Results - Earnings Call TranscriptThu, Feb 2, 2012
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Markel CEO Discusses Q1 2011 Results - Earnings Call TranscriptFri, May 6, 2011
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Markel Management Discusses Q4 2010 Results - Earnings Call TranscriptFri, Feb 4, 2011 • 1 Comment
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Markel Corp. Q2 2010 Earnings Call TranscriptMon, Aug 9, 2010
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Markel Corporation Q1 2010 Earnings Call TranscriptSun, May 9, 2010
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Markel Corp. Q4 2009 Earnings Call TranscriptThu, Feb 4, 2010
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Markel Corporation Q3 2009 Earnings Call TranscriptFri, Nov 6, 2009
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Markel Corporation Q2 2009 Earnings Call TranscriptFri, Aug 7, 2009
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Markel Q4 2008 Earnings Call TranscriptTue, Feb 3, 2009
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Markel Corp. Q3 2008 Earnings Call TranscriptWed, Nov 5, 2008
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Markel Corp. Q2 2008 Earnings Call TranscriptTue, Aug 5, 2008 • 2 Comments
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Markel Corp. Q1 2008 Earnings Call TranscriptFri, May 2, 2008
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PR Newswire (May 1, 2013)
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PR Newswire (Apr 30, 2013)
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Business Wire (Apr 24, 2013)
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PR Newswire (Mar 21, 2013)
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PR Newswire (Feb 26, 2013)
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PR Newswire (Feb 4, 2013)
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Business Wire (Jan 29, 2013)
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PR Newswire (Jan 2, 2013)
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at MarketWatch.com (Dec 19, 2012)
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PR Newswire (Dec 19, 2012)
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PR Newswire (Nov 8, 2012)
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Business Wire (Nov 2, 2012)
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PR Newswire (Oct 17, 2012)
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PR Newswire (Sep 5, 2012)
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PR Newswire (Aug 15, 2012)
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PR Newswire (Aug 8, 2012)
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PR Newswire (Aug 2, 2012)
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PR Newswire (Jul 11, 2012)
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PR Newswire (Jul 9, 2012)
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PR Newswire (Jul 3, 2012)
MKL vs. ETF Alternatives
Company Description
We market and underwrite specialty insurance products and programs to a variety of niche markets and believe that our specialty product focus and niche market strategy enable us to develop expertise and specialized market knowledge. We seek to differentiate ourselves from competitors by our... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, May 1, 12:14 PM Markel (MKL) earnings calls (today's transcript) are always worth a listen to hear from CIO Tom Gayner (17% CAGR of BV since 1990). He notes today the beauty of low turnover in the equity portfolio. Markel sits on an unrealized $1.3B gain and provides for $450M in taxes on its balance sheet. The taxes are deferred, giving the insurer a $1.3B asset with just $850M in capital behind it. This dynamic continues to grow (not common in the insurance business) and boosts ROE over time. Comment! [Financials]
- Wednesday, May 1, 7:07 AM More on Markel (MKL) Q1 earnings: Net income of $9.50/share up 60% Y/Y as combined ratio falls to 91% from 100%. Book value/share of $431.10 up 7% from Dec. 31 - meaning stock currently trading at 1.24x book, not the bargain it was 4 months ago. Shares +23.7% YTD. Conference call at 9:30 ET. (PR) Comment! [Financials, Earnings]
- Wednesday, May 1, 4:39 AM Markel (MKL): Q1 EPS of $9.50 beats by $4.13. (PR) Comment! [Earnings, Breaking News, Financials]
- Wednesday, May 1, 12:05 AM Notable earnings before Wednesday’ s open: AB, ADT, AFAM, AFSI, AGN, AH, AMT, ARW, AVA, CCJ, CHK, CLH, CLX, CMCSA, CVH, CVS, DLPH, DVN, ENR, EXAS, EXC,GRMN, GWR, H, HSP, HUM, ICE, IPGP, IQNT, IRM, JRCC, KCG, KFN, MA, MKL, MRK, NVO, PDCE, PKD, POR, PSX, RDC, RDN, SEE, SPW, TLM, TWX, VG, VIAB, VPHM Comment! [Earnings]
- Tuesday, April 30, 5:30 PM Notable earnings before Wednesday’ s open: AB, ADT, AFAM, AFSI, AGN, AH, AMT, ARW, AVA, CCJ, CHK, CLH, CLX, CMCSA, CVH, CVS, DLPH, DVN, ENR, EXAS, EXC,GRMN, GWR, H, HSP, HUM, ICE, IPGP, IQNT, IRM, JRCC, KCG, KFN, MA, MKL, MRK, NVO, PDCE, PKD, POR, PSX, RDC, RDN, SEE, SPW, TLM, TWX, VG, VIAB, VPHM Comment! [Earnings]
- Tuesday, February 12, 11:37 AM Among the moves made by Tom Gayner in Markel's (MKL) portfolio in the last quarter (13F): A near-doubling in the Calamos Asset Management (CLMS) stake, and big bumps in a couple of resource plays - Alliance Holdings (AHGP) and Alpha Natural (ANR). Gayner also doubled the firm's holdings of Nike (NKE), and tripled (pre-S&P lawsuit) the stake in Moody's (MCO). Comment! [Financials]
- Tuesday, February 5, 9:58 PM All Markel (MKL) CIO Tom Gayner ever seems to do is handily beat both equity and fixed-income benchmarks over time. 2012 was no exception, and his theme for 2013 (CC transcript) is the avoidance of credit and rate risk. He's taken the duration of Markel's bond portfolio down to a record-low 3 years and invested in only the highest-rated credits. "Taking credit risk for small amounts of basis points - it doesn't seem like that good an idea to me." 3 Comments [Financials]
- Tuesday, February 5, 8:56 AM Markel (MKL): Q4 EPS of $6.25 beats by $8.98. Revenue of $808M beats by $42M. Book value/share of $403.85, up 14.7% Y/Y. (PR) Comment! [Earnings, Financials]
- Monday, February 4, 12:10 AM Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM Comment! [Earnings]
- Sunday, February 3, 5:35 PM Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM Comment! [Earnings]
- Sunday, December 23, 2012, 8:48 AM Markel's (MKL) 11% dive following the Alterra (ALTE) acquisition announcement allows investors to buy into the brilliantly performing insurer at book value, writes The Brooklyn Investor. A key: Much of Alterra's investment portfolio is in cash and fixed income - reallocating that into equities under the stewardship of Markel CIO Tom Gayner (17% CAGR of BV/share since 1990) should make for a good deal of upside. (Acquisition presentation) 1 Comment [Financials, Quick Ideas, M&A]
- Wednesday, December 19, 2012, 8:46 AM Markel Corporation (MKL) agrees to buy Alterra Capital (ALTE) for a mixture of cash and stock currently valued at $3.13B. Each Alterra share will be converted into 0.04315 Markel shares plus $10 cash. Based on Markel's $486.05 closing price yesterday, that works out to $30.97/share for ALTE vs. yesterday's close of $23.15. (PR) Comment! [Financials, M&A]
- Thursday, November 8, 2012, 5:21 PM Markel (MKL): Q3 EPS of $5.32 beats by $0.88. Revenue of $765.7M beats by $45M. (PR) Comment! [Earnings, Financials]
- Thursday, November 8, 2012, 12:10 AM Notable earnings after Thursday’s close: AFFY, AGO, CBOU, CUBE, DAR, DGIT, DIS, DLB, DNN, EGLE, EVEP, GRPN, HALO, HOGS, IGT, IO, JAZZ, JWN, LGF, MCHP, MDRX, MKL, NVDA, PSA, RNDY, SD, SPRD, SQNM, UBNT, WPRT, WR, ZGNX, ZIP Comment! [Earnings]
- Wednesday, November 7, 2012, 5:35 PM Notable earnings after Thursday’s close: AFFY, AGO, CBOU, CUBE, DAR, DGIT, DIS, DLB, DNN, EGLE, EVEP, GRPN, HALO, HOGS, IGT, IO, JAZZ, JWN, LGF, MCHP, MDRX, MKL, NVDA, PSA, RNDY, SD, SPRD, SQNM, UBNT, WPRT, WR, ZGNX, ZIP Comment! [Earnings]
- Thursday, August 9, 2012, 12:05 AM Notable earnings before Thursday’s open: AAP, AG, AXAS, CNQ, EAT, FUN, GOLD, JRCC, KITD, KRO, KSS, MFC, MHR, MKL, MPW, NOG, NVO, RGLD, SNSS, SSRI, THI, TNK, VPHM, WEN, WIN Comment! [Earnings]
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