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
$3.51B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.4M
3
+$10.3M
4
FWONA icon
Liberty Media Series A
FWONA
+$9.7M
5
CVS icon
CVS Health
CVS
+$7.61M

Top Sells

1
+$13.7M
2
+$11.7M
3
+$9.25M
4
E icon
ENI
E
+$8.38M
5
MOS icon
The Mosaic Company
MOS
+$7.75M

Sector Composition

1 Financials 31.54%
2 Consumer Discretionary 14.61%
3 Consumer Staples 13.82%
4 Healthcare 13.66%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.13M 0.17%
221,000
+39,000
77
$6.12M 0.17%
155,000
+10,000
78
$6.12M 0.17%
84,217
79
$6.05M 0.17%
137,000
80
$5.88M 0.17%
80,000
81
$5.51M 0.16%
130,000
82
$4.49M 0.13%
39,000
83
$4.46M 0.13%
+125,000
84
$4.12M 0.12%
33,000
85
$3.73M 0.11%
8,606
86
$3.39M 0.1%
+93,500
87
$3.15M 0.09%
+110,000
88
$2.66M 0.08%
58,000
+25,000
89
$2.61M 0.07%
293,625
+40,500
90
$1.91M 0.05%
33,000
91
$1.9M 0.05%
4,328
92
$1.7M 0.05%
+24,000
93
$1.67M 0.05%
10,000
94
$1.54M 0.04%
+17,460
95
$1.52M 0.04%
46,000
96
$1.15M 0.03%
+10,000
97
$903K 0.03%
46,003
-108,038
98
$609K 0.02%
+6,000
99
$572K 0.02%
23,000
100
$526K 0.02%
30,227
+20,227
1 2 3
4
5