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
$10.2B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$14.9M
3
+$9.32M
4
DE icon
Deere & Co
DE
+$8.05M
5
LPLA icon
LPL Financial
LPLA
+$7.68M

Top Sells

1
+$16.8M
2
+$5.88M
3
+$4.32M
4
SRCL
Stericycle Inc
SRCL
+$2M

Sector Composition

1 Financials 42.64%
2 Industrials 13.5%
3 Consumer Discretionary 11.77%
4 Communication Services 10.04%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.7M 0.19%
133,000
77
$19.4M 0.19%
85,778
78
$19M 0.19%
53,800
+5,700
79
$17.8M 0.17%
150,000
80
$16.3M 0.16%
29,400
+4,700
81
$16.2M 0.16%
342,000
82
$15.9M 0.16%
96,210
83
$15.6M 0.15%
70,000
84
$14.8M 0.15%
235,000
85
$14.2M 0.14%
22,000
+6,500
86
$14.1M 0.14%
189,500
87
$13.7M 0.13%
70,500
+13,000
88
$13.1M 0.13%
110,500
+26,000
89
$12.6M 0.12%
91,000
90
$12.4M 0.12%
58,726
+3,000
91
$12.1M 0.12%
204,450
92
$11.8M 0.12%
189,000
93
$11.6M 0.11%
114,500
94
$11.5M 0.11%
86,502
+70,350
95
$11.3M 0.11%
35,105
+13,673
96
$11.2M 0.11%
94,000
+17,000
97
$11.2M 0.11%
173,200
98
$11M 0.11%
114,620
99
$10.9M 0.11%
168,000
100
$10.6M 0.1%
20,814
+4,714
2 3
4
5 6