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
$3.8B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.06M
3
+$7.34M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$6.44M
5
JPM icon
JPMorgan Chase
JPM
+$5.98M

Top Sells

1
+$29.9M
2
+$3.61M
3
+$1.97M

Sector Composition

1 Financials 29.39%
2 Consumer Discretionary 16.71%
3 Consumer Staples 12.32%
4 Industrials 12.26%
5 Healthcare 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.2M 0.48%
278,000
+37,000
52
$17.8M 0.47%
181,000
53
$17.8M 0.47%
728,993
54
$16.3M 0.43%
149,000
+12,000
55
$15.6M 0.41%
500,620
56
$15.4M 0.41%
496,253
+26,494
57
$15.3M 0.4%
213,300
58
$15.2M 0.4%
633,594
+26,772
59
$13.3M 0.35%
135,000
60
$13.1M 0.35%
139,300
+5,000
61
$12.9M 0.34%
533,000
+302,000
62
$12.9M 0.34%
109,000
+16,000
63
$12.7M 0.34%
147,000
+12,000
64
$12.3M 0.32%
584,000
+91,000
65
$11.8M 0.31%
215,000
+170,000
66
$11.8M 0.31%
326,000
+2,000
67
$11.6M 0.31%
129,000
+12,000
68
$11.6M 0.31%
152,000
+54,000
69
$11.4M 0.3%
237,000
70
$11.2M 0.29%
183,000
+98,000
71
$10.9M 0.29%
109,000
72
$10.8M 0.28%
116,000
+2,000
73
$10.2M 0.27%
329,297
74
$9.14M 0.24%
127,000
75
$9.08M 0.24%
114,500
1 2
3
4 5