MG

Markel Group Portfolio holdings

AUM $11.8B
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.71B
AUM Growth
+$816M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.47M
3
+$2.36M
4
WSO icon
Watsco Inc
WSO
+$453K
5
IAC icon
IAC Inc
IAC
+$370K

Top Sells

1
+$10.4M
2
+$531K
3
+$123K
4
JPM icon
JPMorgan Chase
JPM
+$102K
5
MTCH icon
Match Group
MTCH
+$151

Sector Composition

1 Financials 39.33%
2 Consumer Discretionary 14.32%
3 Industrials 11.61%
4 Communication Services 11.36%
5 Technology 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.9M 1%
309,300
27
$66.9M 1%
676,500
+2,000
28
$66.8M 0.99%
327,500
29
$61.9M 0.92%
843,000
30
$61.3M 0.91%
211,100
+20
31
$61.2M 0.91%
137,000
32
$58.5M 0.87%
483,950
33
$58.1M 0.87%
1,095,300
34
$57.6M 0.86%
387,000
35
$56.5M 0.84%
527,818
36
$56.1M 0.84%
1,386,400
+7,000
37
$54.5M 0.81%
229,500
38
$52.3M 0.78%
287,500
39
$51.8M 0.77%
366,000
40
$49.6M 0.74%
1,012,500
41
$49M 0.73%
271,249
+310
42
$48.6M 0.72%
1,243,275
43
$48.4M 0.72%
147,260
+260
44
$47.5M 0.71%
314,000
45
$43.4M 0.65%
659,476
46
$41.6M 0.62%
159,400
47
$41.2M 0.61%
593,700
48
$40.9M 0.61%
280,103
49
$40.2M 0.6%
343,144
50
$39.7M 0.59%
145,320
+320
1
2
3 4 5