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
$8.74B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$7.85M
3
+$7.66M
4
HCSG icon
Healthcare Services Group
HCSG
+$5.07M
5
FDX icon
FedEx
FDX
+$4.53M

Top Sells

1
+$8.81M
2
+$1.62M
3
+$1.48M
4
DHI icon
D.R. Horton
DHI
+$1.18M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.01M

Sector Composition

1 Financials 41.02%
2 Consumer Discretionary 13.89%
3 Industrials 11.34%
4 Communication Services 10.07%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.6M 0.25%
85,778
77
$20.8M 0.24%
357,750
78
$20.5M 0.23%
150,000
79
$20.1M 0.23%
1,128,500
+285,000
80
$19.3M 0.22%
224,000
81
$17.8M 0.2%
76,000
82
$17.6M 0.2%
133,400
83
$17.5M 0.2%
58,100
+6,500
84
$16.9M 0.19%
74,000
85
$16.7M 0.19%
96,210
86
$16.4M 0.19%
69,750
+32,500
87
$15.2M 0.17%
51,910
88
$12.8M 0.15%
116,000
89
$12.7M 0.15%
235,000
+4,500
90
$11.2M 0.13%
94,500
91
$10.9M 0.12%
114,500
92
$9.98M 0.11%
114,620
93
$9.87M 0.11%
23,700
+3,000
94
$9.79M 0.11%
189,000
95
$9.75M 0.11%
112,000
96
$9.38M 0.11%
195,450
97
$9.17M 0.11%
5,200
98
$6.04M 0.07%
69,000
99
$4.96M 0.06%
179,000
100
$4.68M 0.05%
39,800
+34,300
2 3
4
5 6