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
$8.4B
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$23.3M
3
+$6.29M
4
V icon
Visa
V
+$5.93M
5
SCHW icon
Charles Schwab
SCHW
+$4.51M

Top Sells

1
+$24.8M
2
+$20.6M
3
+$6.93M
4
PYPL icon
PayPal
PYPL
+$4.55M
5
HCSG icon
Healthcare Services Group
HCSG
+$2.99M

Sector Composition

1 Financials 41.03%
2 Industrials 13.95%
3 Consumer Discretionary 11.88%
4 Technology 10.87%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.8M 0.56%
116,720
52
$44M 0.52%
1,059,741
+54,025
53
$43.6M 0.52%
114,400
+9,500
54
$42.4M 0.5%
1,327,000
55
$42M 0.5%
282,049
56
$40.7M 0.48%
368,900
57
$35.2M 0.42%
314,000
58
$33.2M 0.4%
228,550
+12,000
59
$33M 0.39%
133,000
+13,000
60
$32.1M 0.38%
93,050
+6,500
61
$31.7M 0.38%
474,187
62
$31.1M 0.37%
213,300
63
$31.1M 0.37%
668,700
-2,371
64
$29.4M 0.35%
351,325
65
$28.1M 0.33%
3,000,000
66
$27.6M 0.33%
127,059
+107,389
67
$25.9M 0.31%
56,363
68
$25M 0.3%
94,172
69
$25M 0.3%
135,000
+34,000
70
$24.6M 0.29%
109,000
+6,500
71
$23M 0.27%
450,000
+37,000
72
$23M 0.27%
332,000
73
$21.9M 0.26%
224,000
74
$21.1M 0.25%
39,150
75
$20.7M 0.25%
87,850
1 2
3
4 5