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
$5.97B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.1M
3
+$10.3M
4
SMG icon
ScottsMiracle-Gro
SMG
+$9.43M
5
SHW icon
Sherwin-Williams
SHW
+$8.61M

Top Sells

1
+$14.3M

Sector Composition

1 Financials 31.99%
2 Consumer Discretionary 19.15%
3 Industrials 11.08%
4 Healthcare 9.21%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.8M 0.32%
186,150
+3,150
77
$18.8M 0.32%
205,250
78
$18.5M 0.31%
342,000
79
$17.8M 0.3%
145,600
80
$17.6M 0.29%
440,000
+41,000
81
$16.6M 0.28%
94,400
82
$16.3M 0.27%
589,642
83
$15.8M 0.26%
172,113
84
$14.8M 0.25%
275,000
85
$14.7M 0.25%
250,000
86
$14.3M 0.24%
85,370
87
$13.4M 0.22%
252,000
88
$13.4M 0.22%
93,000
+60,000
89
$12.9M 0.22%
123,000
90
$12.5M 0.21%
302,000
91
$12M 0.2%
150,000
92
$12M 0.2%
95,000
+54,000
93
$11.4M 0.19%
112,400
+7,000
94
$11.3M 0.19%
248,800
+71,000
95
$11M 0.18%
141,500
+24,000
96
$11M 0.18%
211,000
+120,000
97
$10.4M 0.17%
176,897
98
$10.1M 0.17%
114,500
99
$10.1M 0.17%
146,000
+12,000
100
$9.84M 0.16%
74,000
2 3
4
5 6