earnings
confidence high
sentiment positive
materiality 0.75
Markel Group reports 12% intrinsic value growth in 2025; insurance reorganization underway
MARKEL GROUP INC.
2025-FY EPS reported
$169.22
revenue$15,513,233,000
- Operating revenues $15.5B (+4.7% YoY); adjusted operating income $2.3B (+10.4% YoY).
- Intrinsic value per share grew 12% in 2025; 5-year CAGR 15% since IPO.
- Combined ratio improved to 94% from 95%; underwriting profit $503M (+25% YoY).
- Insurance division reorganized under CEO Simon Wilson with P&L ownership; sold reinsurance renewal rights.
- Consumer & Other adjusted operating income $175M (+21%); Industrials $343M (-6% YoY).