Skip to Content
Stock Strategist

Eighteen 5-Star Stocks from the Markel Portfolio

We think investors can profit by learning from Markel's market-beating team.

Mentioned: , , , , , , , , ,

I'm always eager to learn from successful investors, so when I had the opportunity last month to venture out to Richmond, Va., to meet with the executives at  Markel (MKL), I jumped at the chance. For those of you who are unfamiliar with Markel, it's a niche-focused specialty insurance company that is modeled on  Berkshire Hathaway (BRK.B), and like Berkshire CEO Warren Buffett, the executives at Markel have an enviable track record investing in public equities.

Vice chairman Steve Markel and chief investment officer Tom Gayner head the firm's stock-picking, and over the last decade their equity investments have appreciated by 13.1% annually, far outpacing the S&P 500's 7.31% annual gain. To put this in perspective, $10,000 invested with the team at Markel 10 years ago would now be worth $34,251, while the same amount invested in the S&P 500 would be worth only $20,251.

Justin Fuller has a position in the following securities mentioned above: XOM, HD, SYY. Find out about Morningstar’s editorial policies.