<p>From <strong>“<a href="https://thescienceofhitting.com/p/markel-course-correct">Markel: Course Correct</a>”</strong> (June 2025): <em>“It has been a challenging few years for Markel, which has culminated in activist pressure from <a href="https://www.bloomberg.com/news/articles/2024-12-10/activist-jana-pushes-insurer-markel-to-separate-venture-unit">JANA Partners</a> and an internal review of the company’s structure… With that said, I personally walked away from this update with an extra dose of optimism. The primary reason is the changes underway in the Insurance business, which I view as reflective of a company and management team that will respond when the facts tell them to do so. They are not shying away from their missteps, which is a critical move towards correcting them. I suspect that they will do just that over the coming years under Simon Wilson’s leadership.”</em></p><p>I’m not one to typically do this, but I sent Simon Wilson a message after completing the work on last June’s Markel update; I did so on this occasion because I felt that it was appropriate to communicate the following with him:</p>
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