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
51
$56.3M 0.51%
159,400
52
$53.7M 0.48%
116,720
53
$53.4M 0.48%
195,000
+14,000
54
$53.3M 0.48%
252,550
55
$49M 0.44%
213,300
56
$47M 0.42%
789,500
+4,000
57
$45.2M 0.41%
1,081,241
58
$42.9M 0.39%
345,500
+100,500
59
$41.6M 0.37%
154,900
60
$41.6M 0.37%
120,150
+6,200
61
$40.5M 0.36%
843,000
62
$40.2M 0.36%
293,750
63
$38.8M 0.35%
144,950
+11,250
64
$37.9M 0.34%
428,900
+40,000
65
$37.6M 0.34%
254,000
+14,000
66
$35.9M 0.32%
94,172
67
$34.7M 0.31%
39,150
68
$34.2M 0.31%
314,000
69
$32.9M 0.3%
56,363
70
$30.5M 0.27%
3,000,000
71
$29.3M 0.26%
154,550
72
$23.3M 0.21%
474,187
73
$21.9M 0.2%
35,400
+6,000
74
$21.9M 0.2%
156,502
+70,000
75
$21.4M 0.19%
72,850
-25,000
1 2
3
4 5