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
$3.97B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$8.5M
3
+$7.21M
4
SLB icon
SLB Ltd
SLB
+$6.66M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.43M

Top Sells

1
+$23.9M
2
+$6.58M
3
+$6.15M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.84M
5
KO icon
Coca-Cola
KO
+$5.55M

Sector Composition

1 Financials 32.88%
2 Consumer Discretionary 16.02%
3 Consumer Staples 12.65%
4 Healthcare 11.26%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18M 0.45%
128,000
+12,000
52
$17.5M 0.44%
319,000
+38,000
53
$17M 0.43%
181,000
54
$15.6M 0.39%
213,300
55
$14.9M 0.38%
310,000
+24,000
56
$14.1M 0.35%
423,904
+30,570
57
$13.8M 0.35%
785,343
58
$13.2M 0.33%
501,373
59
$12.7M 0.32%
134,300
60
$12.1M 0.3%
135,000
+7,000
61
$12M 0.3%
507,173
-68,495
62
$11.8M 0.3%
113,000
+12,000
63
$11.6M 0.29%
127,000
64
$11.3M 0.29%
95,000
+43,000
65
$10.3M 0.26%
333,000
+47,000
66
$10.1M 0.25%
435,000
+36,000
67
$10.1M 0.25%
92,000
68
$9.88M 0.25%
111,000
+12,000
69
$9.75M 0.25%
158,000
70
$9.49M 0.24%
237,000
71
$9.33M 0.23%
114,500
72
$9.26M 0.23%
329,297
73
$8.86M 0.22%
322,000
+32,000
74
$8.19M 0.21%
268,000
+64,000
75
$8.01M 0.2%
93,000
+13,000
1 2
3
4 5