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
76
$14.7M 0.27%
579,786
-9,856
77
$14.4M 0.27%
85,370
78
$13.8M 0.26%
224,000
-131,936
79
$13.5M 0.25%
350,000
80
$13.2M 0.25%
51,150
81
$13.1M 0.24%
107,000
82
$12.6M 0.24%
95,600
83
$12.6M 0.23%
74,000
84
$11.9M 0.22%
39,150
85
$11.4M 0.21%
150,000
86
$9.23M 0.17%
5,200
87
$8.55M 0.16%
189,000
88
$8.22M 0.15%
94,500
89
$8.02M 0.15%
114,500
90
$7.55M 0.14%
116,000
91
$7.13M 0.13%
37,000
92
$6.37M 0.12%
+112,000
93
$5.87M 0.11%
76,000
94
$5.69M 0.11%
133,300
95
$5M 0.09%
195,450
96
$4.98M 0.09%
+224,000
97
$3.99M 0.07%
444,000
98
$3.91M 0.07%
179,000
99
$3.2M 0.06%
46,000
100
$2.12M 0.04%
4,328
2 3
4
5 6