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
$7.2B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.93M
3
+$4.49M
4
HCSG icon
Healthcare Services Group
HCSG
+$4.3M
5
NVR icon
NVR
NVR
+$4.19M

Top Sells

1
+$17.1M
2
+$5.48M

Sector Composition

1 Financials 33.19%
2 Consumer Discretionary 19.77%
3 Industrials 11.05%
4 Communication Services 9%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$69.6M 0.97%
581,000
+11,000
27
$68.4M 0.95%
1,223,000
+17,000
28
$68.2M 0.95%
387,000
29
$67.9M 0.94%
609,500
30
$67.8M 0.94%
1,463,300
31
$67.7M 0.94%
224,000
32
$62.2M 0.86%
2,150,000
33
$61.5M 0.85%
205,850
+3,450
34
$59.9M 0.83%
481,250
+9,950
35
$59.1M 0.82%
306,300
+8,500
36
$57.3M 0.8%
319,000
+33,000
37
$52.9M 0.73%
843,000
38
$51.5M 0.71%
1,082,700
+13,700
39
$49.8M 0.69%
209,780
+3,450
40
$48.3M 0.67%
1,012,500
41
$46.3M 0.64%
640,000
+62,000
42
$45.7M 0.63%
519,668
+13,700
43
$44.8M 0.62%
422,000
+11,000
44
$44.6M 0.62%
229,500
45
$43.1M 0.6%
315,000
46
$41.9M 0.58%
284,000
+6,000
47
$41.3M 0.57%
659,476
48
$40.3M 0.56%
273,286
+6,578
49
$40.1M 0.56%
147,000
50
$39.8M 0.55%
1,365,700
+35,100
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