MG

Markel Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.37B
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.98M
3
+$2.09M
4
PYPL icon
PayPal
PYPL
+$319K

Top Sells

1
+$264M
2
+$119M
3
+$81.5M
4
ADP icon
Automatic Data Processing
ADP
+$72.5M
5
ELV icon
Elevance Health
ELV
+$39.5M

Sector Composition

1 Financials 39.68%
2 Consumer Discretionary 15%
3 Industrials 10.98%
4 Communication Services 10.24%
5 Technology 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59M 1.1%
1,478,300
27
$58M 1.08%
211,080
28
$57.8M 1.08%
387,000
29
$57.3M 1.07%
327,500
30
$54M 1.01%
674,500
31
$50.5M 0.94%
1,012,500
32
$48.5M 0.9%
843,000
33
$48.4M 0.9%
147,000
34
$46.1M 0.86%
483,950
35
$45.7M 0.85%
137,000
36
$42.6M 0.79%
1,379,400
37
$40.3M 0.75%
229,500
38
$38.8M 0.72%
527,818
39
$38.8M 0.72%
314,000
40
$38.3M 0.71%
116,680
41
$37M 0.69%
1,095,300
42
$36.5M 0.68%
280,103
43
$36.4M 0.68%
287,500
44
$35.9M 0.67%
366,000
45
$35.1M 0.65%
1,243,275
46
$35.1M 0.65%
270,939
47
$34.2M 0.64%
159,400
48
$34.1M 0.64%
1,222,000
49
$33.2M 0.62%
593,700
50
$32.9M 0.61%
145,000
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