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
$3.55B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$24.2M
3
+$11.9M
4
CB
CHUBB CORPORATION
CB
+$4.74M
5
MMC icon
Marsh & McLennan
MMC
+$4.71M

Top Sells

1
+$19.4M
2
+$13.4M
3
+$11.8M
4
NTRS icon
Northern Trust
NTRS
+$8.99M
5
BUD
ANHEUSER BUSCH COS INC
BUD
+$1.15M

Sector Composition

1 Financials 32.65%
2 Consumer Discretionary 14.08%
3 Consumer Staples 13.8%
4 Healthcare 12.13%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.2M 0.48%
181,000
52
$15.6M 0.44%
213,300
53
$15.5M 0.44%
281,000
+37,000
54
$14.6M 0.41%
501,373
55
$14.1M 0.4%
116,000
+13,000
56
$13.8M 0.39%
575,668
-809,059
57
$13.7M 0.39%
785,343
58
$12.8M 0.36%
286,000
+24,000
59
$12.5M 0.35%
134,300
60
$12.2M 0.34%
393,334
+33,627
61
$12.1M 0.34%
231,000
+90,000
62
$11.8M 0.33%
731,256
63
$11.6M 0.33%
101,000
+13,000
64
$10.6M 0.3%
127,000
65
$10.4M 0.29%
128,000
+12,000
66
$10.3M 0.29%
92,000
67
$9.89M 0.28%
158,000
68
$9.55M 0.27%
114,500
69
$9.51M 0.27%
329,297
70
$8.9M 0.25%
399,000
+41,000
71
$8.83M 0.25%
290,000
+33,000
72
$8.77M 0.25%
286,000
+35,000
73
$8.57M 0.24%
237,000
74
$8.36M 0.24%
99,000
+19,000
75
$6.63M 0.19%
150,000
1 2
3
4 5