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
126
$1.4M 0.01%
+14,000
127
$1.32M 0.01%
115,000
128
$1.17M 0.01%
+14,000
129
$822K 0.01%
5,120
130
$729K 0.01%
11,000
131
$52.3K ﹤0.01%
750
-72,687
132
– –
-111,000
133
– –
-47,000
134
– –
-49,800
135
– –
-224,000
136
– –
-36,000
137
– –
-90,152
138
– –
-540,000
2 3 4 5
6