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
101
$11.7M 0.11%
394,725
+60,000
102
$11.5M 0.1%
204,450
103
$10.7M 0.1%
814,100
+140,000
104
$10.6M 0.1%
101,050
105
$10.6M 0.1%
77,800
106
$10.6M 0.1%
136,500
107
$9.54M 0.09%
25,900
108
$8.95M 0.08%
36,000
+14,000
109
$8.73M 0.08%
121,500
110
$8.39M 0.08%
74,950
111
$8.23M 0.07%
102,750
112
$6.9M 0.06%
36,000
+14,500
113
$6.61M 0.06%
88,000
+17,000
114
$6.47M 0.06%
335,000
115
$6.17M 0.06%
70,143
+17,237
116
$5.07M 0.05%
13,000
117
$4.27M 0.04%
5,200
118
$3.46M 0.03%
51,000
119
$3.45M 0.03%
60,750
120
$2.89M 0.03%
5,700
121
$2.54M 0.02%
8,627
122
$2.43M 0.02%
+19,150
123
$1.94M 0.02%
+4,500
124
$1.69M 0.02%
2,720
125
$1.4M 0.01%
18,600
2 3 4
5
6