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
$3.69B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.72M
3
+$5.49M
4
UNP icon
Union Pacific
UNP
+$5.08M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.67M

Top Sells

1
+$74.7M
2
+$71.2M
3
+$45.2M
4
FHI icon
Federated Hermes
FHI
+$35.7M
5
INTC icon
Intel
INTC
+$29.9M

Sector Composition

1 Financials 30.78%
2 Consumer Discretionary 16.66%
3 Healthcare 12.91%
4 Industrials 11.63%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.1M 1.11%
540,000
27
$38.6M 1.05%
392,000
+143,000
28
$36.7M 0.99%
7,720,000
29
$35.6M 0.96%
315,000
+12,000
30
$34.8M 0.94%
1,057,000
31
$32.7M 0.88%
589,500
+30,500
32
$31.2M 0.85%
224,000
33
$30.7M 0.83%
243,984
34
$29.1M 0.79%
290,000
35
$27.2M 0.74%
569,500
+115,000
36
$26.8M 0.73%
386,000
37
$26.7M 0.72%
164,000
38
$26.5M 0.72%
659,476
39
$24.5M 0.66%
364,000
40
$24.1M 0.65%
247,000
41
$23.3M 0.63%
638,000
42
$21.9M 0.59%
764,000
-1,245,000
43
$21.3M 0.58%
213,300
44
$21.3M 0.58%
230,000
45
$20.4M 0.55%
610,000
46
$20.4M 0.55%
285,000
+6,000
47
$20M 0.54%
320,000
48
$19.9M 0.54%
737,470
+8,477
49
$18.9M 0.51%
278,000
50
$18.2M 0.49%
159,500
+10,500
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2
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