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
$10.2B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$14.9M
3
+$9.32M
4
DE icon
Deere & Co
DE
+$8.05M
5
LPLA icon
LPL Financial
LPLA
+$7.68M

Top Sells

1
+$16.8M
2
+$5.88M
3
+$4.32M
4
SRCL
Stericycle Inc
SRCL
+$2M

Sector Composition

1 Financials 42.64%
2 Industrials 13.5%
3 Consumer Discretionary 11.77%
4 Communication Services 10.04%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.3M 0.48%
229,500
52
$48.4M 0.48%
159,400
53
$47.7M 0.47%
116,720
54
$44.9M 0.44%
785,500
+8,000
55
$44.2M 0.44%
568,318
+27,000
56
$42.6M 0.42%
154,900
57
$42.3M 0.42%
1,081,241
+9,000
58
$38.4M 0.38%
213,300
59
$37.2M 0.37%
843,000
60
$36.2M 0.36%
314,000
61
$36M 0.35%
133,700
+6,500
62
$33.5M 0.33%
113,950
+3,900
63
$33.3M 0.33%
39,150
64
$31.2M 0.31%
3,000,000
65
$30.1M 0.3%
240,000
+13,000
66
$30M 0.3%
293,750
-57,575
67
$29.3M 0.29%
388,900
+13,000
68
$29M 0.29%
+245,000
69
$28.8M 0.28%
282,049
70
$28.1M 0.28%
94,172
71
$26.3M 0.26%
56,363
72
$24.7M 0.24%
154,550
73
$23.7M 0.23%
97,850
74
$22.5M 0.22%
224,000
75
$20.5M 0.2%
474,187
1 2
3
4 5