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
$5.9B
AUM Growth
+$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$394K

Top Sells

1
+$525K

Sector Composition

1 Financials 38.87%
2 Consumer Discretionary 15.91%
3 Industrials 11.65%
4 Communication Services 10.14%
5 Technology 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.7M 0.61%
474,187
52
$35.6M 0.6%
659,476
53
$31.4M 0.53%
142,100
54
$30.4M 0.52%
343,144
55
$30.1M 0.51%
1,222,000
56
$29.1M 0.49%
205,250
57
$28.8M 0.49%
295,000
58
$27.7M 0.47%
213,300
59
$24.6M 0.42%
172,113
60
$24.1M 0.41%
522,000
61
$23M 0.39%
283,800
62
$22.5M 0.38%
94,400
63
$21.9M 0.37%
369,000
64
$21.6M 0.37%
93,000
65
$20.9M 0.35%
217,350
66
$19.4M 0.33%
383,200
67
$19.4M 0.33%
332,000
68
$18.3M 0.31%
250,000
69
$17.9M 0.3%
114,000
70
$17.3M 0.29%
673,902
71
$17M 0.29%
252,000
72
$16.8M 0.29%
85,370
73
$16.8M 0.28%
326,000
74
$16.3M 0.28%
125,200
75
$15M 0.26%
698,500
1 2
3
4 5