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
$3.51B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$10.3M
4
FWONA icon
Liberty Media Series A
FWONA
+$9.7M
5
CVS icon
CVS Health
CVS
+$7.61M

Top Sells

1
+$13.7M
2
+$11.7M
3
+$9.25M
4
E icon
ENI
E
+$8.38M
5
MOS icon
The Mosaic Company
MOS
+$7.75M

Sector Composition

1 Financials 31.54%
2 Consumer Discretionary 14.61%
3 Consumer Staples 13.82%
4 Healthcare 13.66%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.6M 0.42%
915,000
52
$14.5M 0.41%
501,373
-501
53
$14.4M 0.41%
213,300
54
$12.9M 0.37%
244,000
+25,000
55
$12.9M 0.37%
785,343
56
$12.4M 0.35%
103,000
+21,000
57
$12M 0.34%
134,300
+5,000
58
$11.8M 0.34%
359,707
+34,646
59
$11.2M 0.32%
731,256
60
$10.5M 0.3%
158,000
61
$10.2M 0.29%
262,000
+22,000
62
$9.98M 0.28%
127,000
+32,000
63
$9.92M 0.28%
329,297
64
$9.8M 0.28%
88,000
+18,000
65
$9.78M 0.28%
251,000
+28,000
66
$9.65M 0.28%
114,500
67
$9.48M 0.27%
92,000
68
$9.38M 0.27%
116,000
+6,000
69
$8.99M 0.26%
140,000
70
$8.73M 0.25%
257,000
+34,000
71
$8.71M 0.25%
358,000
+35,000
72
$7.77M 0.22%
237,000
+10,000
73
$7.31M 0.21%
141,000
+129,000
74
$6.64M 0.19%
80,000
+20,000
75
$6.23M 0.18%
150,000
1 2
3
4 5