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
$5.23B
AUM Growth
-$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.56M
3
+$6.15M
4
EA icon
Electronic Arts
EA
+$5.6M
5
SHW icon
Sherwin-Williams
SHW
+$4.33M

Top Sells

1
+$15.9M
2
+$15.2M
3
+$9.48M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.2M
5
HSY icon
Hershey
HSY
+$2.46M

Sector Composition

1 Financials 33.01%
2 Consumer Discretionary 18.47%
3 Industrials 10.93%
4 Healthcare 10.23%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.9M 0.49%
429,000
+4,500
52
$25.4M 0.49%
135,000
53
$25M 0.48%
147,000
54
$24.7M 0.47%
625,140
+7,640
55
$24.4M 0.47%
1,241,000
+3,000
56
$24.1M 0.46%
488,700
+1,000
57
$23.9M 0.46%
355,936
+1,589
58
$23.8M 0.45%
968,500
+1,000
59
$23.7M 0.45%
659,476
60
$23.2M 0.44%
116,000
61
$22.6M 0.43%
474,187
62
$22.5M 0.43%
159,400
63
$21M 0.4%
125,920
+4,370
64
$20.2M 0.39%
137,000
65
$19.3M 0.37%
685,358
66
$19.2M 0.37%
127,800
67
$18.4M 0.35%
292,145
+2,000
68
$18.2M 0.35%
138,530
+1,510
69
$18M 0.34%
275,000
70
$17.9M 0.34%
183,000
71
$17.7M 0.34%
118,600
72
$17.2M 0.33%
1,093,000
+3,000
73
$16.8M 0.32%
363,200
+34,000
74
$16.6M 0.32%
451,500
+52,000
75
$16.1M 0.31%
145,600
1 2
3
4 5