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
$5.02B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.59M
3
+$5.22M
4
BN icon
Brookfield
BN
+$3.1M
5
APO icon
Apollo Global Management
APO
+$3.01M

Top Sells

1
+$32.8M
2
+$11.1M
3
+$3.83M

Sector Composition

1 Financials 31.42%
2 Consumer Discretionary 17.93%
3 Healthcare 11.24%
4 Industrials 11.22%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.3M 0.94%
659,476
27
$47.2M 0.94%
526,000
+28,000
28
$46.9M 0.93%
1,053,750
29
$46.3M 0.92%
537,811
+22,000
30
$46.2M 0.92%
1,057,000
31
$45.6M 0.91%
570,000
32
$44.7M 0.89%
544,800
-400,000
33
$42.8M 0.85%
243,984
34
$42.5M 0.85%
224,000
35
$41.7M 0.83%
886,500
+36,000
36
$40.4M 0.8%
290,000
37
$38.6M 0.77%
315,000
38
$38.2M 0.76%
213,300
39
$37.9M 0.76%
235,500
+16,000
40
$35.6M 0.71%
364,000
41
$34.9M 0.7%
386,000
42
$34.7M 0.69%
278,000
43
$34M 0.68%
230,000
44
$30.3M 0.6%
229,500
45
$29.5M 0.59%
164,000
46
$29.4M 0.59%
228,800
+10,000
47
$28.5M 0.57%
314,000
48
$28.4M 0.56%
850,000
+90,000
49
$25.7M 0.51%
182,100
+10,000
50
$24M 0.48%
94,400
+11,000
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2
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