6
MKL
MARKEL CORP · Financials
Consensus score 6/100 · #76 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+5.2%
21-day momentum
+7.4%
recent volume
1.13×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
-1.2%
30-wk MA slope
-1.0%
rel. strength
-14.9
52-wk range
47%
Topping — momentum stalling at the highs; distribution risk. 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
2.7%
of their portfolios
Combined value
$869M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Broad Run Investment Mgmt Concentrated | 7.0% | $40M | ADD |
| Davis Advisors Concentrated | 3.4% | $734M | TRIM |
| Giverny Capital Quality compounder | 3.0% | $82M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.1% | $9M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $4M | HOLD |
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.