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
$7.46B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$22.1M
3
+$12.8M
4
CABO icon
Cable One
CABO
+$10.7M
5
WSO icon
Watsco Inc
WSO
+$9.48M

Top Sells

1
+$65M
2
+$35.9M
3
+$14M
4
ENOV icon
Enovis
ENOV
+$10.7M
5
TRUP icon
Trupanion
TRUP
+$1.27M

Sector Composition

1 Financials 42.31%
2 Industrials 14.38%
3 Consumer Discretionary 11.33%
4 Technology 9.65%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$94.5M 1.27%
1,135,300
+19,000
27
$91.2M 1.22%
1,229,000
28
$72.2M 0.97%
207,540
29
$72.1M 0.97%
327,500
30
$71.5M 0.96%
484,250
31
$68.9M 0.92%
287,500
32
$66.4M 0.89%
142,850
+400
33
$66.2M 0.89%
1,427,023
34
$64.6M 0.87%
1,012,500
35
$62.9M 0.84%
+2,193,958
36
$59.6M 0.8%
213,890
+400
37
$56.6M 0.76%
229,500
38
$55.4M 0.74%
843,000
39
$52.8M 0.71%
532,318
40
$50.5M 0.68%
150,690
+400
41
$47.5M 0.64%
620,600
+167,000
42
$47.4M 0.64%
1,297,775
+22,500
43
$46.8M 0.63%
116,720
44
$46.3M 0.62%
10,029
+240
45
$45.6M 0.61%
185,250
+15,000
46
$43.2M 0.58%
368,900
+2,900
47
$42.5M 0.57%
159,400
48
$42.5M 0.57%
354,644
+11,500
49
$39.9M 0.54%
274,300
50
$39.9M 0.54%
282,049
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