MG

Markel Group Portfolio holdings

AUM $11.8B
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
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
1
$770M 6.93%
1,114
2
$705M 6.35%
1,531,971
3
$463M 4.17%
8,715,741
4
$460M 4.14%
2,749,860
5
$378M 3.41%
2,030,760
6
$373M 3.36%
920,000
7
$363M 3.26%
869,100
+23,750
8
$287M 2.58%
582,500
+11,250
9
$286M 2.57%
1,227,290
10
$275M 2.47%
999,285
11
$269M 2.42%
1,167,671
12
$256M 2.3%
2,150,000
13
$222M 1.99%
514,980
+7,500
14
$209M 1.88%
220,200
15
$195M 1.76%
2,031,665
16
$192M 1.73%
1,366,708
17
$191M 1.72%
753,750
18
$190M 1.71%
1,451,800
19
$188M 1.69%
1,229,000
20
$187M 1.68%
690,480
+14,500
21
$186M 1.67%
2,394,544
22
$178M 1.6%
359,360
23
$161M 1.45%
722,500
+16,000
24
$158M 1.42%
275,231
+4,250
25
$150M 1.35%
724,000
1
2 3 4 5