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
$3.55B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$24.2M
3
+$11.9M
4
CB
CHUBB CORPORATION
CB
+$4.74M
5
MMC icon
Marsh & McLennan
MMC
+$4.71M

Top Sells

1
+$19.4M
2
+$13.4M
3
+$11.8M
4
NTRS icon
Northern Trust
NTRS
+$8.99M
5
BUD
ANHEUSER BUSCH COS INC
BUD
+$1.15M

Sector Composition

1 Financials 32.65%
2 Consumer Discretionary 14.08%
3 Consumer Staples 13.8%
4 Healthcare 12.13%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.3M 1.25%
+540,000
27
$44.1M 1.24%
604,467
+3,417
28
$38.1M 1.07%
714,000
+56,000
29
$37.9M 1.07%
818,000
30
$37.6M 1.06%
1,053,750
31
$34.5M 0.97%
991,000
32
$33.8M 0.95%
103,000
+14,000
33
$33.3M 0.94%
327,000
+17,000
34
$32.3M 0.91%
424,000
+31,000
35
$31.1M 0.88%
1,057,000
36
$30.6M 0.86%
349,000
37
$28.9M 0.82%
243,984
38
$28.6M 0.81%
540,000
39
$24.5M 0.69%
205,000
+17,000
40
$24.4M 0.69%
638,000
41
$24.2M 0.68%
+964,458
42
$23.9M 0.67%
241,000
43
$23.9M 0.67%
444,000
-250,000
44
$22.9M 0.65%
242,000
+15,000
45
$22.3M 0.63%
5,704,000
+664,000
46
$20.4M 0.58%
224,000
+52,000
47
$20.1M 0.57%
214,000
+44,000
48
$19.6M 0.55%
250,000
49
$19.4M 0.55%
230,000
50
$17.4M 0.49%
218,000
+21,000
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