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
$3.55B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$24.2M
3
+$11.9M
4
CB
CHUBB CORPORATION
CB
+$4.74M
5
MMC icon
Marsh & McLennan
MMC
+$4.71M

Top Sells

1
+$19.4M
2
+$13.4M
3
+$11.8M
4
NTRS icon
Northern Trust
NTRS
+$8.99M
5
BUD
ANHEUSER BUSCH COS INC
BUD
+$1.15M

Sector Composition

1 Financials 32.65%
2 Consumer Discretionary 14.08%
3 Consumer Staples 13.8%
4 Healthcare 12.13%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.56M 0.18%
275,000
+54,000
77
$6.42M 0.18%
155,000
78
$5.91M 0.17%
80,000
79
$5.85M 0.17%
52,000
+19,000
80
$5.6M 0.16%
84,217
81
$5.56M 0.16%
137,000
82
$5.55M 0.16%
130,000
83
$5.28M 0.15%
174,000
+64,000
84
$4.96M 0.14%
204,000
+79,000
85
$4.89M 0.14%
39,000
86
$4.04M 0.11%
86,000
+28,000
87
$3.64M 0.1%
8,606
88
$3.63M 0.1%
215,000
-700,000
89
$3.6M 0.1%
45,000
+21,000
90
$2.84M 0.08%
93,500
91
$2.55M 0.07%
293,625
92
$2.45M 0.07%
18,000
+12,000
93
$2.07M 0.06%
33,000
94
$1.81M 0.05%
4,328
95
$1.79M 0.05%
+35,000
96
$1.74M 0.05%
46,000
97
$1.53M 0.04%
17,460
98
$1.46M 0.04%
10,000
99
$1.12M 0.03%
50,000
+40,000
100
$579K 0.02%
23,000
1 2 3
4
5