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
$5.97B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.1M
3
+$10.3M
4
SMG icon
ScottsMiracle-Gro
SMG
+$9.43M
5
SHW icon
Sherwin-Williams
SHW
+$8.61M

Top Sells

1
+$14.3M

Sector Composition

1 Financials 31.99%
2 Consumer Discretionary 19.15%
3 Industrials 11.08%
4 Healthcare 9.21%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.4M 0.53%
314,000
52
$31.1M 0.52%
488,700
53
$31M 0.52%
147,000
54
$30.9M 0.52%
364,000
55
$30.8M 0.52%
366,000
56
$30.5M 0.51%
1,298,500
+57,500
57
$29.8M 0.5%
1,171,000
58
$29.7M 0.5%
545,500
+94,000
59
$28.9M 0.48%
355,936
60
$28.8M 0.48%
116,000
61
$28.1M 0.47%
159,400
62
$28M 0.47%
990,500
+22,000
63
$27.2M 0.46%
137,000
64
$25.9M 0.43%
194,749
+113,490
65
$25.6M 0.43%
304,145
+12,000
66
$25M 0.42%
474,187
67
$24M 0.4%
144,080
+5,550
68
$23.4M 0.39%
298,000
+120,000
69
$22.4M 0.38%
127,800
70
$22.2M 0.37%
135,000
71
$20.9M 0.35%
1,144,000
+51,000
72
$20.4M 0.34%
118,600
73
$20M 0.34%
383,200
+20,000
74
$20M 0.33%
685,358
75
$19.9M 0.33%
286,000
+60,000
1 2
3
4 5