Markel Group (MKL) — Sum-of-the-Parts Workbook

Source data: Q1 2026 10-Q (April 2026 release) and Q1 2026 13F (filed May 1, 2026). "Baby Berkshire" — insurance + investments + Markel Ventures operating companies.
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Method & caveats: (1) Operating segments valued via after-tax earnings × P/E multiple. (2) Insurance investment income partially credited (60% non-overlap with §1 listed equities — bond yield). (3) Float credited per chosen preset (smaller than BRK at ~$26B). (4) Q1 2026 13F shows Gayner did massive trimming — share counts below reflect post-trim positions. (5) Markel Ventures is now reported across "Industrial" / "Financial" / "Consumer & Other" segments rather than one line.

Valuation presets

Live SOTP per share

Equity portfolio (after-tax)
$0
+ Operating segments
$0
+ Cash & fixed income + float credit
$0
– Corp. deferred tax
$0
– Debt
$0
Implied equity value
$0
÷ Shares
12.8M
SOTP / share
$0
MKL mkt price
$1,800
Premium / (discount)

1. Public equity portfolio (Q1 2026 13F, post-trim)

Corporate tax rate: % Deferred-tax recognition: %
TickerCompanyShares (M)Price ($)Mkt val ($M)Cost / sh ($)Gain ($M)Tax ($M)After-tax ($M)% port
Totals
Notes
"Other 13F holdings" plug captures the ~125 smaller positions to tie to the disclosed $11.94B portfolio total.

2. Operating segments (Q1 2026 adj. op income × P/E)

SegmentWhat it isQ1'26 op inc ($M)Annualized ($M)P/EValue ($M)
Total operating segments

3. Cash, fixed income & float

LineSourceCarry ($B)Haircut %SOTP value ($B)
Total

4. Debt

BorrowerTypeFace ($M)SOTP value ($M)
Total

Share count & market

Shares outstanding (M)M
Current MKL price ($)$
Book value per share (Q1'26)~$1,200
Not investment advice. Sources: Q1 2026 10-Q, Q1 2026 13F (May 1 2026 filing).