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
$3.69B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.72M
3
+$5.49M
4
UNP icon
Union Pacific
UNP
+$5.08M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.67M

Top Sells

1
+$74.7M
2
+$71.2M
3
+$45.2M
4
FHI icon
Federated Hermes
FHI
+$35.7M
5
INTC icon
Intel
INTC
+$29.9M

Sector Composition

1 Financials 30.78%
2 Consumer Discretionary 16.66%
3 Healthcare 12.91%
4 Industrials 11.63%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.1M 0.49%
718,000
+185,000
52
$17.5M 0.47%
207,000
+55,000
53
$17.3M 0.47%
636,000
+52,000
54
$16.7M 0.45%
633,594
55
$14.6M 0.4%
125,000
+16,000
56
$14.5M 0.39%
147,000
57
$14.3M 0.39%
137,000
+2,000
58
$14.2M 0.39%
487,000
-9,253
59
$13.9M 0.38%
139,300
60
$13.9M 0.38%
142,500
+13,500
61
$13.3M 0.36%
292,000
+77,000
62
$12.4M 0.34%
237,000
63
$12.2M 0.33%
320,620
-180,000
64
$12.1M 0.33%
183,000
65
$11.9M 0.32%
109,000
66
$10.5M 0.28%
116,000
67
$10.5M 0.28%
329,297
68
$10.1M 0.27%
127,000
69
$10.1M 0.27%
114,500
70
$9.88M 0.27%
137,000
71
$9.72M 0.26%
+250,000
72
$9.1M 0.25%
126,000
+1,000
73
$8.93M 0.24%
172,113
74
$8.4M 0.23%
176,897
75
$8.31M 0.22%
533,000
1 2
3
4 5