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
$3.97B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$8.5M
3
+$7.21M
4
SLB icon
SLB Ltd
SLB
+$6.66M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.43M

Top Sells

1
+$23.9M
2
+$6.58M
3
+$6.15M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.84M
5
KO icon
Coca-Cola
KO
+$5.55M

Sector Composition

1 Financials 32.88%
2 Consumer Discretionary 16.02%
3 Consumer Staples 12.65%
4 Healthcare 11.26%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.7M 1.2%
425,000
27
$45.5M 1.15%
2,150,000
28
$44.2M 1.11%
530,700
-73,767
29
$41.5M 1.04%
116,000
+13,000
30
$38M 0.96%
818,000
31
$37.2M 0.94%
540,000
32
$37M 0.93%
1,053,750
33
$36M 0.91%
991,000
34
$34.6M 0.87%
405,000
+78,000
35
$33.5M 0.84%
243,984
36
$32.5M 0.82%
349,000
37
$31.9M 0.8%
1,057,000
38
$31.1M 0.78%
475,000
+51,000
39
$30.8M 0.78%
6,752,000
+1,048,000
40
$28.7M 0.72%
638,000
41
$27.4M 0.69%
265,000
+41,000
42
$27.3M 0.69%
217,000
+12,000
43
$25.8M 0.65%
244,000
+30,000
44
$24.3M 0.61%
254,000
+12,000
45
$22.3M 0.56%
232,000
+14,000
46
$22.1M 0.56%
241,000
47
$21.8M 0.55%
230,000
48
$21.5M 0.54%
250,000
49
$19.2M 0.48%
336,000
+105,000
50
$18.1M 0.46%
728,993
-235,465
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