Berkshire purchased Markel stock in 2022, only to liquidate its position in 2023. Markel shares rose sharply over its holding period, and Berkshire may have wanted to take advantage of the improved valuation.
Howard Hughes Holdings is a unique real estate developer with an extreme long-term focus. Berkshire Hathaway isn't going to replicate its outperformance of the past half century, but it could still produce market-beating returns for the foreseeable future.
Markel's success is attributed to its powerful insurance engine, which generates "free capital" for investments. The insurance segment is crucial for sustaining this capital, as customers' premiums fund future investments.
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