Skip to content
Palanor is in early release, with our founding customers.Become a founding customer →
The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.09Palanor: Geopolitical Stress60.0-2.16Palanor: Liquidity57.9-0.79Palanor: Capital Tightness47.5+0.91Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression53.4+0.29Palanor: Consumer Confidence48.6+0.50Palanor: US Dollar Strength46.50.00Palanor: Labor Heat63.2-0.01Palanor: Recession Vocabulary28.1+0.54Palanor: Uncertainty Index53.4+1.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.0-0.52Palanor: Reshoring Sentiment22.8+0.54Palanor: AI Substitution28.4-0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.4-0.45Palanor: Quit Pressure37.6+0.42The Mania Index88.00.00The Palanor Index57.1-0.51Cost Disease Spread33.20.00Palanor: US vs China49.5-0.17Rise of Socialism Index40.8-0.26The Bubble Memory79.90.00Palanor: Steward Confidence50.8+0.13The Long Watch90.30.00The Reshoring Index55.2+0.00The Capital Return Index81.0-0.75The Discourse Index72.4+1.83The Hesitation Index30.8-6.58Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index78.4+1.36The Boardroom Index82.5-0.00The Layoff Cycle Index32.8-2.51Capital Deployment Posture Index62.3+1.26The Consumer Health Index41.7-2.96Labor Hours Composite44.40.00The Dollar Erosion Index66.6+0.14Palanor: Risk Appetite36.2+0.83
PalanorPalanor

Company Dossier · Financials

Markel

MKLNYSEPLYMOUTH MEETING, US-PA, USLarge capWebsite ↗
  • Russell 1000

What Markel is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $15.5 billion, up 9.1% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $2.12 billion, up 3.4% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to June 30, 2026: $0.21 billion, down 4.5% from a year earlier.SEC EDGAR filings (XBRL)
  • Share buybacks in the fiscal year to December 31, 2025: $0.43 billion.SEC EDGAR filings (10-K)
  • Long-term debt issued in the fiscal year to December 31, 2025: $0.88 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (July 30, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
  • Latest annual report (filed February 26, 2026): 3 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net buyers in Q2 2026: $0.2 million on the open market.SEC Form 4
  • 927 institutional managers reported a position at June 30, 2026 (−4 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 2 (5 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

Markel's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Bonds priced, last 12 months

None

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

PricedAmountCouponMaturesSpreadYield
May 13, 2024$600M6.000%2054 (30y)+140bp6.026%

From the pricing term sheets Markel filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Markel: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$2.1BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: revenue, trailing twelve months

$ billions, from SEC filings

$15.5BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Markel: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.43BData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: debt maturity schedule, latest annual report

Scheduled repayments of long-term debt principal by year from the fiscal year end, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

15.2Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Markel: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.40Data to Jul 2026
ImageDataPalanor calculation
Business

Markel: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.70Data to Jul 2026
ImageDataPalanor calculation
Business

Markel: risk factors added per annual report

New Item 1A risk factors in each 10-K

3.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Markel: H-1B filings certified

Labor Condition Applications by quarter received

2.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Markel: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

$0.2MData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Markel: institutional holders

Managers reporting a position on Form 13F, by quarter

927.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Sep 8, 20268-K
    Director or officer changeItem 5.02
  2. Aug 25, 2026Patent
    Patent granted: CORRECTOR BUTTON AND METHOD FOR ASSEMBLING SUCH A CORRECTOR BUTTON ONTO A WATCH CASEUS 12717277
  3. Apr 20, 2026Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)first_quarter 2026 · $0.1 million
  4. Mar 17, 2026Patent
    Patent granted: SWAGING TOOL FORMING A STAMP, AND ASSOCIATED STAMPING PROCESSUS 12576666
  5. Feb 26, 20268-K
    Director or officer changeItem 5.02
  6. Feb 26, 202610-K
    Annual report (10-K)3 risk factors added, 0 removed
  7. Jan 20, 2026Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)fourth_quarter 2025 · $0.1 million
  8. Oct 20, 2025Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)third_quarter 2025 · $0.1 million
  9. Jul 21, 2025Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)second_quarter 2025 · $0.1 million
  10. Jul 15, 2025Patent
    Patent granted: PRESSURE-RELIEF VALVE FOR A WATCHUS 12359736
  11. May 27, 20258-K
    Director or officer changeItem 5.02
  12. May 23, 20258-K
    Shareholder vote resultsItem 5.07
  13. Apr 21, 2025Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)first_quarter 2025 · $0.1 million
  14. Mar 25, 2025Patent
    Patent granted: SYSTEM AND METHOD FOR CARGO LOAD HEIGHT OBSERVATIONUS 12258032
  15. Mar 17, 20258-K
    Director or officer changeItem 5.02
  16. Mar 17, 20258-K
    Director or officer changeItem 5.02
  17. Feb 24, 202510-K
    Annual report (10-K)2 risk factors added, 0 removed
  18. Feb 21, 20258-K
    Director or officer changeItem 5.02
  19. Feb 4, 2025Patent
    Patent granted: FOLDING DESKUS 12213585
  20. Jan 21, 2025Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)fourth_quarter 2024 · $0.1 million
  21. Oct 21, 2024Lobbying
    Lobbying report (ALIGNMENT GOVERNMENT STRATEGIES)third_quarter 2024 · $0.1 million
  22. Feb 23, 202410-K
    Annual report (10-K)1 risk factors added, 1 removed

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Principal Financial Group PFG$15.5B—Mar 31, 2026
S&P Global SPGI$15.7B$5.6BMar 31, 2026
Arthur J. Gallagher & Co. AJG$15.8B—Jun 30, 2026
State Street Corporation STT$15.1B$2.0BJun 30, 2026
Blackstone Inc. BX$16.1B$5.5BJun 30, 2026
W. R. Berkley Corporation WRB$14.9B—Jun 30, 2026
Everest Group EG$16.8B—Jun 30, 2026
Raymond James Financial RJF$17.0B$1.4BJun 30, 2026

Identity

SEC CIK
1096343
LEI
549300IETJ52ZAOKDZ18
Wikidata
Q6770621

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

Cookies

We only use essential cookies to keep you signed in and remember your theme. No analytics, no tracking, no ads. See the Privacy Policy for the full read.