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
$3.96B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.05M
3
+$7.04M
4
MON
Monsanto Co
MON
+$6.64M
5
DE icon
Deere & Co
DE
+$6.4M

Top Sells

1
+$146M
2
+$20.3M
3
+$6.11M
4
BRO icon
Brown & Brown
BRO
+$5.45M
5
KMX icon
CarMax
KMX
+$3.45M

Sector Composition

1 Financials 29.99%
2 Consumer Discretionary 16.92%
3 Consumer Staples 12.57%
4 Healthcare 12.48%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.8M 1.31%
630,426
27
$47.2M 1.19%
129,000
+13,000
28
$45.5M 1.15%
545,000
+140,000
29
$45.4M 1.15%
530,700
30
$40.2M 1.02%
540,000
31
$38.3M 0.97%
1,053,750
32
$34.6M 0.87%
224,000
+7,000
33
$33.6M 0.85%
243,984
34
$33.5M 0.85%
7,128,000
+376,000
35
$32.2M 0.81%
1,057,000
36
$31M 0.78%
991,000
37
$28.7M 0.73%
575,000
+100,000
38
$28.2M 0.71%
361,000
+12,000
39
$28.1M 0.71%
278,000
+13,000
40
$28M 0.71%
259,000
+15,000
41
$27.7M 0.7%
267,000
+13,000
42
$27.5M 0.7%
638,000
43
$25.3M 0.64%
245,000
+13,000
44
$22.6M 0.57%
358,000
+39,000
45
$22.5M 0.57%
401,000
+65,000
46
$22.4M 0.57%
141,000
+13,000
47
$22.3M 0.56%
230,000
48
$20.2M 0.51%
250,000
49
$19.7M 0.5%
728,993
50
$19.3M 0.49%
241,000
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