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
$2.92B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$6.45M
3
+$4.97M
4
ACNT icon
Ascent Industries
ACNT
+$4.91M
5
CVX icon
Chevron
CVX
+$4.01M

Top Sells

1
+$34.1M
2
+$15.2M
3
+$8.89M
4
KMX icon
CarMax
KMX
+$3.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.14M

Sector Composition

1 Financials 31.66%
2 Consumer Discretionary 16.06%
3 Consumer Staples 13.71%
4 Healthcare 11.9%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.2M 0.97%
1,063,725
-375
27
$26.8M 0.92%
354,237
-13,699
28
$26.7M 0.92%
802,300
+29,700
29
$26.7M 0.92%
560,700
-12,000
30
$26.4M 0.91%
700,000
+1,000
31
$24.6M 0.84%
246,017
-120
32
$23.4M 0.8%
490,400
+12,000
33
$23.4M 0.8%
236,000
+18,000
34
$22.4M 0.77%
1,183,166
-6,097
35
$21.3M 0.73%
643,100
-12,300
36
$21.2M 0.73%
1,003,719
-23,097
37
$20.2M 0.69%
242,200
-3,000
38
$19.7M 0.68%
859,400
+24,400
39
$18.5M 0.63%
242,810
-1,095
40
$18M 0.62%
250,500
41
$17.8M 0.61%
185,113
-4,349
42
$16.5M 0.57%
233,999
+22,180
43
$16.2M 0.56%
216,350
-11,800
44
$16.2M 0.55%
619,187
+140,725
45
$13.6M 0.47%
154,000
+4,000
46
$12.9M 0.44%
187,400
47
$12.9M 0.44%
785,343
+300,000
48
$11.7M 0.4%
731,256
49
$11.3M 0.39%
240,700
50
$10.9M 0.37%
155,400
1
2
3 4 5