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
$10.1B
AUM Growth
+$941M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.37M
3
+$4.7M
4
URI icon
United Rentals
URI
+$4.69M
5
FERG icon
Ferguson
FERG
+$4.15M

Top Sells

1
+$33.3M
2
+$1.86M

Sector Composition

1 Financials 43.54%
2 Industrials 13.55%
3 Consumer Discretionary 12.16%
4 Communication Services 9.52%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50.6M 0.5%
252,550
52
$49.5M 0.49%
541,318
+9,000
53
$48.7M 0.48%
168,000
+11,500
54
$46.5M 0.46%
1,072,241
+11,500
55
$45.7M 0.45%
777,500
+80,000
56
$45.1M 0.45%
154,900
57
$44.6M 0.44%
843,000
58
$42.8M 0.42%
195,000
+13,000
59
$38.3M 0.38%
314,000
60
$36.7M 0.36%
110,050
+4,700
61
$35.3M 0.35%
375,900
+7,000
62
$34.8M 0.34%
213,300
63
$33.7M 0.33%
282,049
64
$32.7M 0.32%
94,172
65
$31.2M 0.31%
351,325
66
$30.9M 0.3%
227,000
+13,000
67
$30M 0.3%
127,200
+6,500
68
$28.7M 0.28%
39,150
69
$27.4M 0.27%
3,000,000
70
$26.7M 0.26%
154,550
71
$26.5M 0.26%
332,000
72
$26.2M 0.26%
97,850
73
$25.6M 0.25%
56,363
74
$24.5M 0.24%
474,187
75
$23.6M 0.23%
133,000
+12,000
1 2
3
4 5