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
$2.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$185M
3
+$173M
4
DEO icon
Diageo
DEO
+$141M
5
BN icon
Brookfield
BN
+$112M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.09%
2 Consumer Discretionary 16.21%
3 Consumer Staples 13.56%
4 Healthcare 11.2%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.38%
+240,700
52
$10.7M 0.38%
+130,300
53
$10.6M 0.38%
+166,500
54
$10.1M 0.36%
+116,700
55
$9.47M 0.34%
+155,400
56
$9.26M 0.33%
+169,800
57
$8.55M 0.31%
+190,800
58
$8.46M 0.3%
+117,600
59
$8.19M 0.29%
+373,394
60
$8.11M 0.29%
+140,000
61
$7.67M 0.27%
+240,800
62
$7.54M 0.27%
+485,343
63
$7.37M 0.26%
+262,546
64
$7.18M 0.26%
+332,413
65
$6.86M 0.25%
+94,400
66
$6.39M 0.23%
+141,000
67
$6.38M 0.23%
+78,000
68
$5.51M 0.2%
+150,900
69
$5.47M 0.2%
+145,600
70
$5.38M 0.19%
+134,000
71
$5.09M 0.18%
+43,000
72
$5.06M 0.18%
+133,000
73
$4.98M 0.18%
+85,170
74
$4.6M 0.16%
+80,000
75
$4.46M 0.16%
+40,300
1 2
3
4 5