Ayalon (4D) Global Stocks, managed by Ayalon Trust Funds Ltd. on Markel Group Inc.
Thesis
Markel is described as a holding and insurance company that resembles a smaller Berkshire Hathaway and is led by renowned investor Thomas Gayner. The fund values the insurance model because disciplined underwriting can be paired with investment returns on float. Markel is grouped with the portfolio's insurers that continued to show strong economic performance during 2025. The thesis therefore rests on management quality, profitable insurance operations and long-term capital allocation.
“American Markel Corporation (MKL- a holding/insurance company that many call 'Baby Berkshire'), managed by the renowned investor Thomas Gayner”