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
101
$1.78M 0.03%
5,200
102
$1.62M 0.03%
30,600
103
$1.55M 0.03%
60,750
104
$1.48M 0.03%
4,112
105
$1.44M 0.03%
13,000
106
$1.16M 0.02%
22,620
107
$776K 0.01%
13,999
-18,648
108
$599K 0.01%
13,676
-13,360
109
$567K 0.01%
8,500
110
$525K 0.01%
9,232
111
$418K 0.01%
6,000
112
$319K 0.01%
+1,830
113
$253K ﹤0.01%
8,500
114
– –
-55,000
115
– –
-530,700
116
– –
-46,860
117
– –
-94,400
118
– –
-410
119
– –
-213,000
120
– –
-460,500
121
– –
-174,000
122
– –
-239,705
123
– –
-268,398
124
– –
-4,913,070
125
– –
-6,095
2 3 4
5
6