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Chuck Akre Comments on Markel Corp.

March 25, 2014 | About:
Holly LaFon

The last, Markel Corp. (MKL), is a specialty property and casualty insurer which we believe is positioned exceptionally well for what lies ahead, including the possibility of higher interest rates, firming of insurance pricing, growing free cash flow from its Markel Ventures segment, and lastly the opportunity for a more robust management of its balance sheet. In other portfolios we manage, we have owned shares of Markel Corp. for more than twenty years.

From Chuck Akre (Trades, Portfolio)'s semi-annual 2013 report.


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