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
$7.2B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.93M
3
+$4.49M
4
HCSG icon
Healthcare Services Group
HCSG
+$4.3M
5
NVR icon
NVR
NVR
+$4.19M

Top Sells

1
+$17.1M
2
+$5.48M

Sector Composition

1 Financials 33.19%
2 Consumer Discretionary 19.77%
3 Industrials 11.05%
4 Communication Services 9%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.8M 0.54%
1,210,000
+33,000
52
$38.7M 0.54%
262,539
+6,440
53
$38.4M 0.53%
364,000
54
$38.3M 0.53%
314,000
55
$37.1M 0.51%
366,000
56
$36.2M 0.5%
568,000
57
$35.6M 0.49%
261,000
+48,000
58
$35.4M 0.49%
137,000
59
$34.9M 0.48%
488,700
60
$34M 0.47%
213,300
61
$33.6M 0.47%
159,400
62
$33.5M 0.47%
355,936
63
$32.4M 0.45%
355,500
+19,000
64
$32.1M 0.45%
474,187
65
$31.8M 0.44%
8,355
+1,100
66
$31.3M 0.43%
116,560
+70
67
$30.8M 0.43%
94,400
68
$30.6M 0.42%
341,644
+3,300
69
$30.1M 0.42%
215,680
+6,470
70
$29.4M 0.41%
143,190
+800
71
$28.4M 0.39%
140,100
+5,500
72
$27.2M 0.38%
1,229,025
+16,500
73
$26.5M 0.37%
490,500
+55,000
74
$25.6M 0.35%
205,250
75
$25.1M 0.35%
685,358
1 2
3
4 5