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
$7.2B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.93M
3
+$4.49M
4
HCSG icon
Healthcare Services Group
HCSG
+$4.3M
5
NVR icon
NVR
NVR
+$4.19M

Top Sells

1
+$17.1M
2
+$5.48M

Sector Composition

1 Financials 33.19%
2 Consumer Discretionary 19.77%
3 Industrials 11.05%
4 Communication Services 9%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.1M 0.35%
383,200
77
$24.7M 0.34%
332,000
+9,000
78
$24.4M 0.34%
118,600
79
$24.4M 0.34%
417,000
+55,000
80
$23.4M 0.33%
521,000
81
$21.6M 0.3%
172,113
82
$21M 0.29%
203,000
+16,000
83
$20.6M 0.29%
589,642
84
$20.1M 0.28%
94,400
85
$19.9M 0.28%
145,600
86
$18.1M 0.25%
93,000
87
$16.7M 0.23%
250,000
88
$16.7M 0.23%
280,800
89
$16.7M 0.23%
318,000
90
$16.4M 0.23%
342,000
91
$15.5M 0.22%
252,000
92
$15.4M 0.21%
85,370
93
$15.1M 0.21%
107,500
+23,000
94
$13.9M 0.19%
573,500
+177,000
95
$13.7M 0.19%
106,000
+21,500
96
$13.5M 0.19%
184,000
+11,000
97
$13.2M 0.18%
122,400
98
$12.8M 0.18%
254,000
+48,000
99
$12.8M 0.18%
150,000
100
$11.9M 0.17%
268,398
2 3
4
5 6