Analyst
Banyan Capital Management
Equibles does not estimate personal net worth.
Drew Estes is recorded as Analyst at Banyan Capital Management. Drew Estes has spoken on 3 earnings calls across 2 companies, most recently for Markel Group Inc. on July 30, 2026. Those appearances were for Phinia Inc. (PHIN) and Markel Group Inc. (MKL). The companies whose calls Drew Estes spoke on are classified in the Consumer Cyclical and Financial Services sectors.
“This is for Tom or Simon, and as you might imagine, this is with regard to State National. I have a few questions.”
“Just to follow up on taxes, you said that you called out two regions that are structurally difficult to fix. Can you elaborate? Does that mean that you You need to adjust the manufacturing footprint, or what exactly is required?”
Banyan Capital Management
Analyst
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PHIN
Auto Parts · Consumer Cyclical
Insurance - Property & Casualty · Financial Services
