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
$10.1B
AUM Growth
+$941M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.37M
3
+$4.7M
4
URI icon
United Rentals
URI
+$4.69M
5
FERG icon
Ferguson
FERG
+$4.15M

Top Sells

1
+$33.3M
2
+$1.86M

Sector Composition

1 Financials 43.54%
2 Industrials 13.55%
3 Consumer Discretionary 12.16%
4 Communication Services 9.52%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.8M 0.22%
224,000
77
$21.1M 0.21%
85,778
78
$20.4M 0.2%
48,100
+3,900
79
$18.4M 0.18%
150,000
80
$17.1M 0.17%
342,000
81
$16.8M 0.17%
96,210
82
$16.5M 0.16%
70,000
+9,500
83
$15M 0.15%
189,500
84
$14.4M 0.14%
24,700
+5,100
85
$14.1M 0.14%
55,726
+5,100
86
$13.8M 0.14%
189,000
87
$13.7M 0.13%
235,000
88
$13.5M 0.13%
91,000
89
$13.4M 0.13%
77,800
90
$12.6M 0.12%
57,500
+19,000
91
$12.5M 0.12%
168,000
+12,000
92
$12.5M 0.12%
173,200
93
$11.8M 0.12%
204,450
94
$11.4M 0.11%
114,620
95
$11.2M 0.11%
15,500
+6,500
96
$10.8M 0.11%
123,500
+13,000
97
$10.7M 0.11%
80,800
98
$10.7M 0.11%
84,500
+23,000
99
$10.5M 0.1%
114,500
100
$10.3M 0.1%
51,910
2 3
4
5 6