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
126
– –
-545,000
127
– –
-488,700
128
– –
-1,592,769
129
– –
-63,100
130
– –
-72,000
131
– –
-118,600
132
– –
-315,000
133
– –
-1,782,500
2 3 4 5
6