4
MKL
MARKEL CORP · Financials
Consensus score 4/100 · #115 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-09-30
vs 50-day avg
-8.2%
21-day momentum
-5.3%
recent volume
0.97×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-9.9%
30-wk MA slope
-2.1%
rel. strength
-13.0
52-wk range
0%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
2.4%
of their portfolios
Combined value
$907M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Broad Run Investment Mgmt Concentrated | 6.2% | $40M | TRIM |
| Davis Advisors Concentrated | 3.4% | $794M | ADD |
| Giverny Capital Quality compounder | 2.0% | $60M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.1% | $8M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $4M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.