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
$3.8B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.06M
3
+$7.34M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$6.44M
5
JPM icon
JPMorgan Chase
JPM
+$5.98M

Top Sells

1
+$29.9M
2
+$3.61M
3
+$1.97M

Sector Composition

1 Financials 29.39%
2 Consumer Discretionary 16.71%
3 Consumer Staples 12.32%
4 Industrials 12.26%
5 Healthcare 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.06M 0.24%
+125,000
77
$8.94M 0.24%
533,000
+35,000
78
$8.81M 0.23%
172,113
79
$8.63M 0.23%
244,000
+25,000
80
$8.45M 0.22%
176,897
81
$8.15M 0.21%
137,000
+12,000
82
$7.42M 0.2%
621,000
+81,000
83
$7.27M 0.19%
168,000
+1,000
84
$7.14M 0.19%
150,000
85
$7.1M 0.19%
785,343
86
$6.98M 0.18%
158,000
87
$6.7M 0.18%
399,000
+24,000
88
$6.65M 0.18%
387,000
+24,000
89
$5.77M 0.15%
238,000
+2,000
90
$5.64M 0.15%
39,000
91
$5.07M 0.13%
135,228
+13,981
92
$4.72M 0.12%
84,217
93
$4.13M 0.11%
80,250
94
$4.08M 0.11%
215,000
95
$3.65M 0.1%
36,000
+18,000
96
$3.5M 0.09%
287,000
+42,000
97
$3.39M 0.09%
+97,500
98
$3.25M 0.09%
44,000
+12,000
99
$3M 0.08%
5,200
-3,406
100
$2.92M 0.08%
30,000
+22,000
1 2 3
4
5