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
$7.46B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$22.1M
3
+$12.8M
4
CABO icon
Cable One
CABO
+$10.7M
5
WSO icon
Watsco Inc
WSO
+$9.48M

Top Sells

1
+$65M
2
+$35.9M
3
+$14M
4
ENOV icon
Enovis
ENOV
+$10.7M
5
TRUP icon
Trupanion
TRUP
+$1.27M

Sector Composition

1 Financials 42.31%
2 Industrials 14.38%
3 Consumer Discretionary 11.33%
4 Technology 9.65%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.8M 0.24%
85,778
77
$17.8M 0.24%
378,357
+1
78
$17.4M 0.23%
128,550
79
$17.4M 0.23%
96,210
80
$17.3M 0.23%
150,000
81
$17.1M 0.23%
87,850
+17,000
82
$16.9M 0.23%
96,000
+6,000
83
$16.7M 0.22%
579,786
84
$16.6M 0.22%
365,250
+4,000
85
$16.4M 0.22%
121,000
+19,000
86
$16.3M 0.22%
342,000
87
$15.6M 0.21%
205,250
88
$14.6M 0.2%
178,000
+57,000
89
$14.4M 0.19%
1,200,500
90
$13.1M 0.18%
172,113
91
$12.7M 0.17%
430,000
92
$11.6M 0.16%
114,500
93
$11.1M 0.15%
189,000
94
$11M 0.15%
51,910
95
$10.6M 0.14%
75,000
+36,000
96
$9.69M 0.13%
235,000
97
$9.55M 0.13%
178,356
-200,000
98
$9.19M 0.12%
97,000
+10,500
99
$8.98M 0.12%
114,620
100
$8.44M 0.11%
204,450
+4,000
2 3
4
5 6