MG

Markel Group Portfolio holdings

AUM $11.8B
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$23.3M
3
+$6.29M
4
V icon
Visa
V
+$5.93M
5
SCHW icon
Charles Schwab
SCHW
+$4.51M

Top Sells

1
+$24.8M
2
+$20.6M
3
+$6.93M
4
PYPL icon
PayPal
PYPL
+$4.55M
5
HCSG icon
Healthcare Services Group
HCSG
+$2.99M

Sector Composition

1 Financials 41.03%
2 Industrials 13.95%
3 Consumer Discretionary 11.88%
4 Technology 10.87%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.9M 0.21%
158,000
+20,000
77
$17.8M 0.21%
96,210
78
$17.7M 0.21%
342,000
79
$17.6M 0.21%
85,778
80
$17.5M 0.21%
26,700
81
$17.1M 0.2%
673,902
82
$16.8M 0.2%
150,000
83
$16.5M 0.2%
189,500
+1,500
84
$16.4M 0.19%
205,250
85
$16.3M 0.19%
365,250
86
$14.4M 0.17%
189,000
87
$14M 0.17%
128,550
88
$14M 0.17%
579,786
89
$13.8M 0.16%
172,113
90
$11.7M 0.14%
235,000
91
$11.2M 0.13%
114,500
92
$10.5M 0.12%
80,800
93
$10.4M 0.12%
574,980
+49,375
94
$10.3M 0.12%
111,000
+1,000
95
$10.3M 0.12%
173,200
-416,000
96
$10.2M 0.12%
114,620
97
$10.1M 0.12%
51,910
98
$10M 0.12%
469,000
+100
99
$9.39M 0.11%
149,735
100
$8.73M 0.1%
204,450
2 3
4
5 6