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
$11.1B
AUM Growth
+$945M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.91M
3
+$9.78M
4
LPLA icon
LPL Financial
LPLA
+$8.98M
5
HCA icon
HCA Healthcare
HCA
+$6.43M

Top Sells

1
+$22.5M
2
+$13.3M
3
+$7.35M
4
EA icon
Electronic Arts
EA
+$6.94M
5
SOLV icon
Solventum
SOLV
+$5.07M

Sector Composition

1 Financials 44.29%
2 Industrials 13.61%
3 Consumer Discretionary 12.11%
4 Technology 9.42%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$131M 1.18%
484,250
27
$126M 1.14%
1,012,500
28
$125M 1.12%
318,750
+7,250
29
$121M 1.09%
520,404
+38,613
30
$118M 1.06%
391,000
31
$115M 1.03%
11,704
+175
32
$104M 0.93%
2,193,953
33
$102M 0.92%
207,540
34
$102M 0.91%
213,890
35
$99M 0.89%
610,800
36
$92M 0.83%
555,000
37
$87.5M 0.79%
1,350,800
-15,966
38
$87.4M 0.79%
1,463,300
39
$85.8M 0.77%
327,500
40
$83.3M 0.75%
142,850
41
$77.8M 0.7%
150,690
42
$77.4M 0.7%
379,644
43
$73.9M 0.67%
155,000
+11,500
44
$73.5M 0.66%
1,453,275
+14,000
45
$70M 0.63%
274,300
46
$62.8M 0.57%
742,250
+45,000
47
$58.6M 0.53%
295,000
+15,500
48
$58.5M 0.53%
600,318
+32,000
49
$57.1M 0.51%
1,327,000
50
$57M 0.51%
229,500
1
2
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