Spoken Alpha
MKL
MARKEL GROUP INC.
Overview
Markel Group operates a diversified holding company that owns specialty insurance and industrial businesses. Its core Markel Insurance division provides hard-to-place insurance products globally across underwriting, reinsurance, and investment operations.
MARKEL GROUP INC is a Financial Services company operating in Insurance - Property & Casualty with a $23.11B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 28, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2913 Q&A exchanges
- Q4 FY2025Earnings2026-02-059 Q&A exchanges
- Q3 FY2025Earnings2025-10-3014 Q&A exchanges
- Q2 FY2025Earnings2025-08-0310 Q&A exchanges
- Q1 FY2025Earnings2025-05-0119 Q&A exchanges
- Q4 FY2024Earnings2025-02-0625 Q&A exchanges
- Q3 FY2024Earnings2024-10-3123 Q&A exchanges
- Q2 FY2024Earnings2024-08-0120 Q&A exchanges
- Q1 FY2024Earnings2024-05-0225 Q&A exchanges
- Q4 FY2023Earnings2024-02-0130 Q&A exchanges
- Q3 FY2023Earnings2023-11-0210 Q&A exchanges
- Q2 FY2023Earnings2023-08-0315 Q&A exchanges
- Q1 FY2023Earnings2023-04-2714 Q&A exchanges
- Q4 FY2022Earnings2023-02-0213 Q&A exchanges
- Q3 FY2022Earnings2022-11-0219 Q&A exchanges
- Q2 FY2022Earnings2022-08-0310 Q&A exchanges
- Q1 FY2022Earnings2022-04-2717 Q&A exchanges
- Q4 FY2021Earnings2022-02-0330 Q&A exchanges
- Q3 FY2021Earnings2021-11-0313 Q&A exchanges
- Q2 FY2021Earnings2021-08-0414 Q&A exchanges
- Q1 FY2021Earnings2021-04-2923 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-28EPS— vs $28.80—Rev— vs ——EODHD
- Q1 FY20262026-04-27EPS$23.55 vs $26.34-10.6%Rev$3.55B vs ——EODHD
- Q4 FY20252026-02-03EPS$37.41 vs $25.73+45.4%Rev$4.22B vs ——EODHD
- Q3 FY20252025-10-28EPS$31.61 vs $23.77+33.0%Rev$4.39B vs ——EODHD
- Q2 FY20252025-07-29EPS$25.62 vs $25.04+2.3%Rev$4.41B vs ——EODHD
- Q1 FY20252025-04-29EPS$23.64 vs $17.97+31.6%Rev$3.33B vs ——EODHD
- Q4 FY20242025-02-04EPS$23.19 vs $19.00+22.1%Rev$3.84B vs ——EODHD
- Q3 FY20242024-10-29EPS$20.92 vs $21.67-3.5%Rev$4.50B vs ——EODHD
- Q2 FY20242024-07-30EPS$26.43 vs $21.77+21.4%Rev$3.71B vs ——EODHD
- Q1 FY20242024-04-30EPS$21.23 vs $18.30+16.0%Rev$4.52B vs ——EODHD
- Q4 FY20232024-01-30EPS$6.00 vs $22.70-73.6%Rev$4.56B vs ——EODHD
- Q3 FY20232023-10-31EPS$16.60 vs $20.39-18.6%Rev$3.41B vs ——EODHD
- Q2 FY20232023-08-01EPS$22.91 vs $17.70+29.4%Rev$4.13B vs ——EODHD
- Q1 FY20232023-04-25EPS$16.08 vs $16.18-0.6%Rev$3.61B vs ——EODHD
- Q4 FY20222023-01-31EPS$25.57 vs $18.04+41.7%Rev$4.21B vs ——EODHD
- Q3 FY20222022-10-31EPS$15.48 vs $15.71-1.5%Rev$3.07B vs ——EODHD
- Q2 FY20222022-08-01EPS$14.52 vs $20.64-29.6%Rev$1.79B vs ——EODHD
- Q1 FY20222022-04-25EPS$11.34 vs $17.00-33.3%Rev$2.61B vs ——EODHD
- Q4 FY20212022-02-01EPS$17.01 vs $16.11+5.6%Rev$3.76B vs ——EODHD
- Q3 FY20212021-11-01EPS$13.79 vs $13.28+3.8%Rev$2.69B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-28 | — | $28.80 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-27 | $23.55 | $26.34 | -10.6% | $3.55B | — | — | EODHD |
| Q4 FY2025 | 2026-02-03 | $37.41 | $25.73 | +45.4% | $4.22B | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $31.61 | $23.77 | +33.0% | $4.39B | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $25.62 | $25.04 | +2.3% | $4.41B | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $23.64 | $17.97 | +31.6% | $3.33B | — | — | EODHD |
| Q4 FY2024 | 2025-02-04 | $23.19 | $19.00 | +22.1% | $3.84B | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $20.92 | $21.67 | -3.5% | $4.50B | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $26.43 | $21.77 | +21.4% | $3.71B | — | — | EODHD |
| Q1 FY2024 | 2024-04-30 | $21.23 | $18.30 | +16.0% | $4.52B | — | — | EODHD |
| Q4 FY2023 | 2024-01-30 | $6.00 | $22.70 | -73.6% | $4.56B | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $16.60 | $20.39 | -18.6% | $3.41B | — | — | EODHD |
| Q2 FY2023 | 2023-08-01 | $22.91 | $17.70 | +29.4% | $4.13B | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $16.08 | $16.18 | -0.6% | $3.61B | — | — | EODHD |
| Q4 FY2022 | 2023-01-31 | $25.57 | $18.04 | +41.7% | $4.21B | — | — | EODHD |
| Q3 FY2022 | 2022-10-31 | $15.48 | $15.71 | -1.5% | $3.07B | — | — | EODHD |
| Q2 FY2022 | 2022-08-01 | $14.52 | $20.64 | -29.6% | $1.79B | — | — | EODHD |
| Q1 FY2022 | 2022-04-25 | $11.34 | $17.00 | -33.3% | $2.61B | — | — | EODHD |
| Q4 FY2021 | 2022-02-01 | $17.01 | $16.11 | +5.6% | $3.76B | — | — | EODHD |
| Q3 FY2021 | 2021-11-01 | $13.79 | $13.28 | +3.8% | $2.69B | — | — | EODHD |
Source: EODHD. MKL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks MKL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 90% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.38 | $3.29 | +33.1% | +1.1% | +0.8% |
| Q4 FY2026 | $4.55 | $3.57 | +27.5% | -6.3% | -5.0% |
| Q3 FY2026 | $4.48 | $3.41 | +31.5% | -5.7% | -5.4% |
| Q2 FY2026 | $4.84 | $3.46 | +40.0% | -1.7% | -3.7% |
| Q1 FY2025 | $4.73 | $3.62 | +30.8% | -5.0% | -2.6% |
| Q4 FY2025 | $4.69 | $3.48 | +34.7% | -8.1% | -8.4% |
| Q3 FY2025 | $4.48 | $3.53 | +26.9% | -3.9% | -1.3% |
| Q2 FY2025 | $4.47 | $3.54 | +26.4% | -7.3% | -7.3% |
| Q1 FY2024 | $4.88 | $3.48 | +40.2% | -2.9% | -1.4% |
| Q4 FY2024 | $4.73 | $3.69 | +28.1% | -5.8% | -7.8% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Simon WilsonCEO4 mo5 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Thomas Sinnickson GaynerCEO6 mo1 callCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
- Brian J CostanzoCFO1 yr10 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Andrew G CrowleyPresident1 yrno recorded callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
- Michael R HeatonCOO6 mo1 callCurrentSample
COO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Richard Randolph GrinnanSVP, Chief Legal Officer & Sec6 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
Peers
Other companies in Financial Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for MKL.
$ curl https://api.spokenalpha.com/v1/companies/MKLFAQ
Frequently asked about MKL
Where can I find MARKEL GROUP INC.'s (MKL) earnings call transcripts?
Spoken Alpha indexes MKL's earnings call transcripts at https://spokenalpha.com/companies/MKL. Each call links to attributed speakers and parsed analyst Q&A. MARKEL GROUP INC.'s own investor relations page is at https://ir.mklgroup.com/overview/default.aspx.
When was MARKEL GROUP INC.'s most recent earnings call?
MARKEL GROUP INC. (MKL) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
What sector is MKL in?
MARKEL GROUP INC. (MKL) operates in the Financial Services sector (Insurance - Property & Casualty industry).