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
$6.5B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$7.88M
3
+$7.85M
4
LUV icon
Southwest Airlines
LUV
+$7.36M
5
AXP icon
American Express
AXP
+$7.28M

Top Sells

1
+$34.9M
2
+$5.83M
3
+$5.5M
4
META icon
Meta Platforms (Facebook)
META
+$492K
5
BKNG icon
Booking.com
BKNG
+$93.8K

Sector Composition

1 Financials 32.71%
2 Consumer Discretionary 20.2%
3 Industrials 10.89%
4 Communication Services 8.75%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.8M 0.92%
446,400
+34,100
27
$59.7M 0.92%
1,463,300
28
$58.2M 0.9%
356,000
+27,000
29
$57.5M 0.88%
570,000
30
$57.5M 0.88%
1,161,940
+79,000
31
$56M 0.86%
283,800
+8,000
32
$55.7M 0.86%
451,000
+59,000
33
$54.9M 0.84%
2,150,000
34
$53.6M 0.82%
1,206,000
+34,000
35
$51.5M 0.79%
194,600
+6,500
36
$47.1M 0.72%
315,000
37
$46.4M 0.71%
843,000
38
$45.7M 0.7%
229,500
39
$43M 0.66%
538,000
+71,000
40
$42.5M 0.65%
1,057,000
-100
41
$41.1M 0.63%
490,418
+28,800
42
$39.3M 0.6%
201,080
+50
43
$38.5M 0.59%
364,000
44
$37.9M 0.58%
278,000
45
$37.9M 0.58%
251,000
+21,000
46
$37.2M 0.57%
378,000
+80,000
47
$36.1M 0.55%
248,768
+4,784
48
$35.6M 0.55%
213,300
49
$34.7M 0.53%
1,012,500
+22,000
50
$34.4M 0.53%
314,000
1
2
3 4 5