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
$5.97B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.1M
3
+$10.3M
4
SMG icon
ScottsMiracle-Gro
SMG
+$9.43M
5
SHW icon
Sherwin-Williams
SHW
+$8.61M

Top Sells

1
+$14.3M

Sector Composition

1 Financials 31.99%
2 Consumer Discretionary 19.15%
3 Industrials 11.08%
4 Healthcare 9.21%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57.2M 0.96%
609,500
27
$56.2M 0.94%
2,150,000
28
$52.9M 0.89%
1,065,500
+45,000
29
$51.4M 0.86%
1,082,940
+457,800
30
$48.7M 0.82%
275,800
+6,000
31
$48.6M 0.82%
412,300
+23,300
32
$47.1M 0.79%
329,000
+34,000
33
$45.2M 0.76%
1,057,100
34
$44.3M 0.74%
188,100
+6,000
35
$43.2M 0.72%
315,000
36
$43.1M 0.72%
843,000
37
$42.9M 0.72%
229,500
38
$42.8M 0.72%
392,000
+6,000
39
$42.4M 0.71%
243,984
40
$41M 0.69%
1,172,000
+56,000
41
$37.7M 0.63%
278,000
42
$36.4M 0.61%
201,030
+930
43
$36M 0.6%
94,400
44
$34.3M 0.58%
461,618
+36,450
45
$33.7M 0.56%
659,476
46
$33.7M 0.56%
213,300
47
$33.7M 0.56%
467,000
+38,000
48
$33M 0.55%
230,000
49
$32.9M 0.55%
1,187,325
+9,000
50
$32.4M 0.54%
168,880
+42,960
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