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
$3.97B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$8.5M
3
+$7.21M
4
SLB icon
SLB Ltd
SLB
+$6.66M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.43M

Top Sells

1
+$23.9M
2
+$6.58M
3
+$6.15M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.84M
5
KO icon
Coca-Cola
KO
+$5.55M

Sector Composition

1 Financials 32.88%
2 Consumer Discretionary 16.02%
3 Consumer Staples 12.65%
4 Healthcare 11.26%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.93M 0.2%
153,000
+118,000
77
$7.46M 0.19%
155,000
78
$7.21M 0.18%
+176,897
79
$7.19M 0.18%
305,000
+30,000
80
$6.92M 0.17%
150,000
81
$6.9M 0.17%
190,000
+16,000
82
$6.43M 0.16%
+129,000
83
$6.11M 0.15%
137,000
84
$6.09M 0.15%
84,217
85
$5.53M 0.14%
39,000
86
$5.45M 0.14%
331,256
-400,000
87
$4.96M 0.13%
56,000
+11,000
88
$4.79M 0.12%
101,000
+15,000
89
$4.49M 0.11%
8,606
90
$4.02M 0.1%
+80,250
91
$3.38M 0.09%
344,250
+50,625
92
$3.01M 0.08%
25,000
+15,000
93
$2.44M 0.06%
+61,000
94
$2.41M 0.06%
93,500
95
$2.17M 0.05%
46,000
96
$2.01M 0.05%
4,328
97
$1.85M 0.05%
69,000
+19,000
98
$670K 0.02%
45,000
+35,000
99
$655K 0.02%
30,227
100
$640K 0.02%
23,000
1 2 3
4
5