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
51
$31.7M 0.59%
659,476
52
$30.9M 0.58%
9,495
+640
53
$30.3M 0.56%
142,100
54
$30.2M 0.56%
474,187
55
$30M 0.56%
295,000
56
$27.9M 0.52%
343,144
57
$25.9M 0.48%
213,300
58
$25.1M 0.47%
205,250
59
$22M 0.41%
369,000
60
$21.6M 0.4%
332,000
61
$21.5M 0.4%
283,800
62
$21.3M 0.4%
172,113
63
$21.1M 0.39%
383,200
64
$20.4M 0.38%
217,350
65
$20.3M 0.38%
522,000
66
$20M 0.37%
94,400
67
$19.6M 0.37%
114,000
68
$18M 0.34%
673,902
-11,456
69
$17.9M 0.33%
93,000
70
$17.7M 0.33%
250,000
71
$17.2M 0.32%
326,000
72
$17.1M 0.32%
698,500
73
$16.5M 0.31%
125,200
74
$16M 0.3%
342,000
75
$15.3M 0.28%
252,000
1 2
3
4 5