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
76
$21.1M 0.19%
85,778
77
$21M 0.19%
25,950
+3,950
78
$21M 0.19%
60,050
+6,250
79
$20.7M 0.19%
133,000
80
$20.7M 0.19%
50,930
+15,825
81
$20.1M 0.18%
150,000
82
$19.1M 0.17%
70,000
83
$18.9M 0.17%
235,000
84
$18.2M 0.16%
342,000
85
$18.2M 0.16%
189,500
86
$16.9M 0.15%
157,619
-124,430
87
$16.8M 0.15%
84,500
+14,000
88
$16.4M 0.15%
96,210
89
$15.5M 0.14%
52,000
+14,000
90
$15M 0.14%
115,500
+5,000
91
$14.8M 0.13%
111,000
+17,000
92
$14.6M 0.13%
168,000
93
$14.1M 0.13%
24,064
+3,250
94
$13.9M 0.13%
58,726
95
$13.9M 0.13%
114,500
96
$13.6M 0.12%
91,000
97
$12.1M 0.11%
51,910
98
$12M 0.11%
173,200
99
$11.9M 0.11%
114,620
100
$11.7M 0.11%
189,000
2 3
4
5 6