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
$5.23B
AUM Growth
-$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.56M
3
+$6.15M
4
EA icon
Electronic Arts
EA
+$5.6M
5
SHW icon
Sherwin-Williams
SHW
+$4.33M

Top Sells

1
+$15.9M
2
+$15.2M
3
+$9.48M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.2M
5
HSY icon
Hershey
HSY
+$2.46M

Sector Composition

1 Financials 33.01%
2 Consumer Discretionary 18.47%
3 Industrials 10.93%
4 Healthcare 10.23%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.7M 0.3%
589,642
77
$14.8M 0.28%
342,000
78
$14.7M 0.28%
205,250
79
$14.7M 0.28%
+94,400
80
$13.6M 0.26%
399,000
+3,000
81
$13.1M 0.25%
250,000
82
$12.8M 0.24%
252,000
+1,000
83
$12.4M 0.24%
172,113
84
$12.1M 0.23%
226,000
85
$11.8M 0.23%
85,370
86
$11.1M 0.21%
123,000
87
$10.9M 0.21%
178,000
+9,000
88
$10.9M 0.21%
302,000
+76,000
89
$9.77M 0.19%
150,000
90
$8.69M 0.17%
81,259
+61,380
91
$8.53M 0.16%
63,500
92
$8.47M 0.16%
176,897
93
$8.41M 0.16%
117,500
+3,000
94
$8.32M 0.16%
105,400
+71,000
95
$8.28M 0.16%
177,800
+132,000
96
$8.07M 0.15%
74,000
+1,000
97
$7.97M 0.15%
268,398
98
$7.94M 0.15%
39,000
99
$7.68M 0.15%
134,000
+2,000
100
$7.64M 0.15%
114,500
2 3
4
5 6