MG
Markel Group Portfolio holdings
AUM
$11.8B
1-Year Est. Return
20.14%
1 Year Est. Return
+20.14%
AUM
$11.8B
AUM Growth
+$567M
(+5%)
Holding
138
Top Buys
| 1 | +$7.49M | |
| 2 | +$7.25M | |
| 3 | +$5.42M | |
| 4 |
Old Dominion Freight Line
ODFL
|
+$4.75M |
| 5 |
Airbnb
ABNB
|
+$3.73M |
Top Sells
| 1 | +$26.7M | |
| 2 | +$11.2M | |
| 3 | +$6.05M | |
| 4 |
O-I Glass
OI
|
+$5.9M |
| 5 |
Cable One
CABO
|
+$3.16M |
Sector Composition
| 1 | Financials | 46.64% |
| 2 | Industrials | 13.69% |
| 3 | Consumer Discretionary | 11.36% |
| 4 | Communication Services | 9.31% |
| 5 | Technology | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.05T
| $812M | 6.86% |
1,114
|
|
||
|
2
Berkshire Hathaway Class B
BRK.B
$1.05T
| $744M | 6.29% |
1,531,971
|
|
||
3
Brookfield
BN
$98.8B
| $539M | 4.56% |
8,715,741
|
|
||
4
Alphabet (Google) Class C
GOOG
$3.05T
| $488M | 4.12% |
2,749,860
|
|
||
5
Deere & Co
DE
$124B
| $446M | 3.77% |
877,900
+200
|
|
||
6
Amazon
AMZN
$2.29T
| $446M | 3.77% |
2,030,760
|
|
||
7
Visa
V
$651B
| $355M | 3% |
999,285
|
|
||
8
Home Depot
HD
$386B
| $337M | 2.85% |
920,000
|
|
||
9
Analog Devices
ADI
$119B
| $278M | 2.35% |
1,167,671
|
|
||
10
Microsoft
MSFT
$3.8T
| $262M | 2.22% |
527,480
+4,750
|
|
||
11
Goldman Sachs
GS
$234B
| $254M | 2.15% |
359,360
|
|
||
12
Walt Disney
DIS
$198B
| $252M | 2.13% |
2,031,665
|
|
||
13
Apple
AAPL
$3.67T
| $252M | 2.13% |
1,227,290
|
|
||
14
Watsco Inc
WSO
$15B
| $250M | 2.11% |
565,169
-25,331
|
|
||
15
Blackrock
BLK
$182B
| $231M | 1.95% |
220,200
|
|
||
16
Meta Platforms (Facebook)
META
$1.79T
| $207M | 1.75% |
280,281
+200
|
|
||
17
LPL Financial
LPLA
$26.7B
| $204M | 1.73% |
544,604
+5,500
|
|
||
18
Progressive
PGR
$130B
| $201M | 1.7% |
753,750
|
|
||
19
KKR & Co
KKR
$105B
| $193M | 1.63% |
1,451,800
|
|
||
20
Blackstone
BX
$123B
| $184M | 1.55% |
1,229,000
|
|
||
21
RLI Corp
RLI
$5.44B
| $173M | 1.46% |
2,394,544
|
|
||
22
Marsh & McLennan
MMC
$91.4B
| $164M | 1.38% |
748,750
+5,250
|
|
||
23
Lowe's Companies
LOW
$136B
| $159M | 1.35% |
717,230
+9,000
|
|
||
24
Novo Nordisk
NVO
$249B
| $156M | 1.32% |
2,258,588
+108,588
|
|
||
25
American Express
AXP
$225B
| $154M | 1.31% |
484,250
|
|