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
$8.74B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$7.85M
3
+$7.66M
4
HCSG icon
Healthcare Services Group
HCSG
+$5.07M
5
FDX icon
FedEx
FDX
+$4.53M

Top Sells

1
+$8.81M
2
+$1.62M
3
+$1.48M
4
DHI icon
D.R. Horton
DHI
+$1.18M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.01M

Sector Composition

1 Financials 41.02%
2 Consumer Discretionary 13.89%
3 Industrials 11.34%
4 Communication Services 10.07%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.7M 0.57%
147,803
52
$45M 0.51%
302,827
+7,176
53
$44.1M 0.5%
343,144
54
$42.5M 0.49%
+3,000,000
55
$42.5M 0.49%
1,243,275
56
$42.1M 0.48%
213,300
57
$40.3M 0.46%
221,000
58
$38.4M 0.44%
265,000
+15,000
59
$35.8M 0.41%
122,100
60
$35.4M 0.41%
593,700
61
$34.5M 0.4%
474,187
62
$34.3M 0.39%
216,550
63
$34.2M 0.39%
332,000
64
$33.2M 0.38%
94,172
65
$33M 0.38%
205,250
66
$32.8M 0.38%
376,500
67
$32.7M 0.37%
94,400
68
$30.2M 0.35%
453,600
+118,000
69
$27.7M 0.32%
172,113
70
$26.8M 0.31%
532,280
+4,000
71
$26.5M 0.3%
673,902
72
$26.3M 0.3%
431,200
73
$22.2M 0.25%
39,150
74
$21.7M 0.25%
342,000
75
$21.7M 0.25%
579,786
1 2
3
4 5