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
$8.74B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$7.85M
3
+$7.66M
4
HCSG icon
Healthcare Services Group
HCSG
+$5.07M
5
FDX icon
FedEx
FDX
+$4.53M

Top Sells

1
+$8.81M
2
+$1.62M
3
+$1.48M
4
DHI icon
D.R. Horton
DHI
+$1.18M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.01M

Sector Composition

1 Financials 41.02%
2 Consumer Discretionary 13.89%
3 Industrials 11.34%
4 Communication Services 10.07%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$92.1M 1.05%
1,095,300
27
$83.9M 0.96%
137,000
28
$82.5M 0.94%
211,240
29
$80.8M 0.93%
327,500
30
$80.7M 0.92%
387,000
31
$79.2M 0.91%
484,250
32
$74.6M 0.85%
207,540
33
$74M 0.85%
721,000
+18,500
34
$73.3M 0.84%
1,012,500
35
$72.6M 0.83%
309,300
36
$70.1M 0.8%
148,540
37
$68.3M 0.78%
229,500
38
$67.9M 0.78%
1,237,000
+2,000
39
$66.2M 0.76%
282,049
+1,100
40
$66.1M 0.76%
159,400
41
$61.8M 0.71%
528,318
42
$61.7M 0.71%
314,000
43
$61M 0.7%
366,000
44
$59.4M 0.68%
287,500
45
$57.1M 0.65%
843,000
46
$56.7M 0.65%
116,720
47
$56.4M 0.65%
9,539
48
$52.6M 0.6%
150,900
+3,000
49
$52.2M 0.6%
659,476
50
$50.1M 0.57%
79,300
+5,000
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2
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