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
$5.02B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.59M
3
+$5.22M
4
BN icon
Brookfield
BN
+$3.1M
5
APO icon
Apollo Global Management
APO
+$3.01M

Top Sells

1
+$32.8M
2
+$11.1M
3
+$3.83M

Sector Composition

1 Financials 31.42%
2 Consumer Discretionary 17.93%
3 Healthcare 11.24%
4 Industrials 11.22%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16M 0.32%
137,000
77
$12.7M 0.25%
114,500
78
$12.5M 0.25%
178,000
+36,000
79
$12.2M 0.24%
250,000
80
$11.8M 0.23%
84,400
+10,000
81
$11.5M 0.23%
342,000
82
$11.4M 0.23%
329,297
83
$11.2M 0.22%
176,897
84
$10.5M 0.21%
216,211
+25,000
85
$9.95M 0.2%
73,000
+15,000
86
$9.88M 0.2%
268,398
87
$9.81M 0.2%
84,600
88
$9.4M 0.19%
197,000
+10,000
89
$9.27M 0.18%
39,100
+22,000
90
$8.99M 0.18%
150,000
91
$8.56M 0.17%
177,450
92
$8.12M 0.16%
211,000
93
$8.08M 0.16%
168,000
+20,000
94
$7.64M 0.15%
88,000
+26,000
95
$6.76M 0.13%
33,000
96
$6.49M 0.13%
168,000
97
$6.41M 0.13%
39,000
98
$6.07M 0.12%
73,000
99
$5.75M 0.11%
164,504
+29,245
100
$5.41M 0.11%
37,000
2 3
4
5 6