MG

Markel Group Portfolio holdings

AUM $11.8B
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.71B
AUM Growth
+$816M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.47M
3
+$2.36M
4
WSO icon
Watsco Inc
WSO
+$453K
5
IAC icon
IAC Inc
IAC
+$370K

Top Sells

1
+$10.4M
2
+$531K
3
+$123K
4
JPM icon
JPMorgan Chase
JPM
+$102K
5
MTCH icon
Match Group
MTCH
+$151

Sector Composition

1 Financials 39.33%
2 Consumer Discretionary 14.32%
3 Industrials 11.61%
4 Communication Services 11.36%
5 Technology 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.8M 0.58%
9,521
+26
52
$38.8M 0.58%
116,720
+40
53
$38.4M 0.57%
1,222,000
54
$37.7M 0.56%
474,187
55
$35.6M 0.53%
142,100
56
$32.6M 0.49%
213,300
57
$32.3M 0.48%
205,250
58
$31.1M 0.46%
221,000
-74,000
59
$27.5M 0.41%
216,550
-800
60
$27.4M 0.41%
522,000
61
$27.3M 0.41%
172,113
62
$26.5M 0.39%
285,100
+1,300
63
$24.9M 0.37%
94,400
64
$24.5M 0.36%
426,200
+43,000
65
$24.1M 0.36%
374,000
+5,000
66
$22.8M 0.34%
93,192
+192
67
$22.7M 0.34%
673,902
68
$22.7M 0.34%
332,000
69
$22.5M 0.34%
326,000
70
$22.3M 0.33%
252,000
71
$22M 0.33%
782,500
+84,000
72
$22M 0.33%
114,000
73
$21.9M 0.33%
250,000
74
$18.4M 0.27%
579,786
75
$18.1M 0.27%
126,100
+900
1 2
3
4 5