营收情况 - Markel Group在2024年第一季度报告的营收为35.6亿美元，同比增长9%[1] - 每股收益为18.17美元，较去年同期的17.35美元有所增长[1] - 营收低于Zacks Consensus Estimate的1.51%，每股收益也低于预期的1.78%[2] 财务健康指标 - 重要的财务健康指标对于公司的财务状况提供更准确的图景[3] - 关键指标包括：承保费用比率、综合比率、总损失比率、净投资收入、已赚保费等[5][6][7][8][9] 股票表现 - Markel Group股票在过去一个月中表现略好于Zacks S&P 500综合指数，目前持有Zacks Rank 3（持有），预计短期内与整体市场表现一致[10]

RICHMOND, Va., May 1, 2024 /PRNewswire/ -- Markel Group Inc. (NYSE:MKL) today reported its financial results for the first quarter of 2024. The Company also announced today it filed its Form 10-Q for the quarter ended March 31, 2024 with the Securities and Exchange Commission. Markel Group aspires to build one of the world's great companies and deploys three financial engines in pursuit of this goal: Insurance, Investments and Markel Ventures. "We are pleased with the overall performance of our businesses a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________ FORM 10-Q ______________________________________________________________________________________ ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the quarterly period ended March 31, 2024 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from _______ to _______ C ...

Wall Street analysts expect Markel Group (MKL) to post quarterly earnings of $18.50 per share in its upcoming report, which indicates a year-over-year increase of 6.6%. Revenues are expected to be $3.62 billion, up 10.7% from the year-ago quarter. The consensus EPS estimate for the quarter has undergone a downward revision of 1.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Prior ...

LONDON, April 18, 2024 /PRNewswire/ -- Markel, the insurance operations within Markel Group Inc. (NYSE: MKL) has promoted Chloe Gordge to Head of Terrorism in London, effectively immediately. This decision underlines Markel's commitment to the terrorism market by investing in top-tier talent, as the business positions itself for further profitable growth across its portfolios in Asia, London, and the United States (US). Gordge joined the organisation as an Underwriting Assistant more than 11 years ago, duri ...

公司业绩 - Markel Group Inc. (MKL) 在新业务量、强劲的保留水平、改善的利率环境、现金等价物的利息收入、战略收购和有利的增长预期的支持下，获得了动力[1] - Zacks对Markel Group的2025年每股收益的预期表明，预计同比增长21.1%，营收预期为159.2亿美元，同比增长5.4%[2] - MKL的VGM评分为B，有助于识别具有最具吸引力价值、最佳增长和最有前景动力的股票[4] 股票表现 - Markel Group目前持有Zacks排名3（持有）。过去一年，该股上涨了17.4%，高于行业增长10.8%[3] 财务状况 - Markel Group的最近12个月ROE为11.2%，同比增长340个基点，反映了其有效利用股东资金的能力[5] 业务展望 - MKL一直在产生改善的保费。新业务量的提高、强劲的保留水平、不断增加的费率和扩大的产品供应应有助于保险公司保持势头[6] - 投资收入应继续受益于改善的利率环境、现金等价物的利息收入、固定到期证券和短期投资的提高收益率[7] - Markel Group认为战略收购是提升其增长概况的明智举措。收购帮助公司增强其保证能力，提升Markel Ventures的收入并扩大再保险产品供应[8] 预期收入增长 - 预计建筑服务和与运输相关的业务的收入将因需求增加、价格上涨和增长，以及设备制造业务的生产增加而提升运营收入[9] 股票回购计划 - 基于强劲的资本状况，保险公司进行了股票回购。截至2023年12月31日，公司授权董事会进行股票回购，最多可回购7.5亿美元的股票。截至2023年，该计划下仍有7.13亿美元可用于回购[10]

RICHMOND, Va., March 19, 2024 /PRNewswire/ -- Alan Kirshner, 88, former Chairman of the Board and Chief Executive Officer (CEO) of Markel Group Inc. (NYSE: MKL), passed away on March 17, 2024. Kirshner joined Markel in 1960 and played a substantial role in transforming the company from a privately held regional insurer to a family of businesses with global reach. He joined the Board of Directors in 1978 and became Chairman and CEO in 1986, the same year Markel became a public company. Kirshner served as CEO ...

RICHMOND, Va. , March 15, 2024 /PRNewswire/ -- Markel, the insurance operations within the Markel Group Inc. (NYSE: MKL), announced today that David Roos has been named Senior Director, Property and Marine for Markel Specialty's Wholesale Southeast region. In his new role, Roos will lead Markel Specialty's Southeast Wholesale property and marine teams to continue to generate profitable growth by delivering risk management solutions and services to our trading partners in the Southeast region. David Roos "At ...

Markel任命Oliver Atkin为伦敦血统保险部门负责人 - Atkin将领导伦敦血统团队，制定血统增长战略，开发创新产品，支持经纪人和客户在血统领域[2] - Atkin在Markel担任血统承保人员已有六年多，展现出卓越的领导和投资组合管理技能，因此获得了晋升[3] Redfern对Atkin的晋升表示祝贺 - Redfern强调Atkin的服务理念和团队合作精神，以确保为经纪人和客户提供高水准服务[4]

业务表现 - 2023年，Markel Group Inc.的保险业务表现不佳，综合合并比率从92%上升至98%[2] - 综合承保利润从2022年的6.27亿美元下降至2023年的1.33亿美元[2] CEO估值方法 - CEO Tom Gayner的估值方法主要基于投资组合价值和保险业务的盈利能力，以及Markel Ventures的EBITDA多重[3] 资本纪律 - Markel长期以来一直保持资本纪律，只有在股价相对估值吸引时才回购股票[4] Markel Ventures - Markel Ventures自2005年启动以来，累计投资约37亿美元用于收购企业[21] - Ventures在2022年和2023年的净现金提供额分别为2.6亿美元和5.68亿美元[22] - Ventures的预税收入为3.84亿美元，估值范围为38亿至46亿美元[23] ILS和其他组织 - ILS和其他组织的非GAAP运营收入从2021年的9260万美元增长到2023年的2.154亿美元[25] - 对于2023年的215.4万美元，不建议将倍数超过4至5倍，估值范围为0.9至1.1亿美元[26] 公司资产 - 公司的资产组合估值范围为246亿至322亿美元[27] 优先股问题 - 2020年年度报告中描述的6亿美元优先股需要解决[29] 股票市值 - 根据2023年10-K，截至1月31日，公司发行股票数量为1311.0035万股，市值约195亿美元，低于估值范围，认为Markel Group Inc.股票适合长期投资者购买[31]