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
$4B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.64M
3
+$5.76M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.38M
5
WSO icon
Watsco Inc
WSO
+$4.33M

Top Sells

1
+$12.9M
2
+$633K
3
+$283K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20K

Sector Composition

1 Financials 29.56%
2 Consumer Discretionary 16.37%
3 Consumer Staples 12.61%
4 Healthcare 12.41%
5 Industrials 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.3M 1.28%
425,000
27
$50.1M 1.25%
630,426
28
$48.4M 1.21%
140,000
+11,000
29
$47M 1.17%
1,053,750
30
$42.6M 1.06%
530,700
31
$36.8M 0.92%
224,000
32
$36.2M 0.9%
540,000
33
$34.5M 0.86%
1,057,000
34
$33.6M 0.84%
7,568,000
+440,000
35
$31.5M 0.79%
243,984
36
$30.1M 0.75%
991,000
37
$30M 0.75%
278,000
+11,000
38
$29.9M 0.75%
314,000
+36,000
39
$29.5M 0.74%
610,000
+35,000
40
$28.5M 0.71%
367,000
+6,000
41
$27.2M 0.68%
364,000
+6,000
42
$26.1M 0.65%
270,000
+11,000
43
$25.9M 0.65%
247,000
+2,000
44
$25.9M 0.65%
456,000
+55,000
45
$25.7M 0.64%
638,000
46
$24.7M 0.62%
152,000
+11,000
47
$21.1M 0.53%
230,000
48
$20.4M 0.51%
241,000
49
$20.4M 0.51%
191,000
+37,000
50
$19.7M 0.49%
254,000
+4,000
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