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
$2.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$185M
3
+$173M
4
DEO icon
Diageo
DEO
+$141M
5
BN icon
Brookfield
BN
+$112M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.09%
2 Consumer Discretionary 16.21%
3 Consumer Staples 13.56%
4 Healthcare 11.2%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$799K 0.03%
+23,382
102
$513K 0.02%
+20,000
103
$392K 0.01%
+12,600
104
$265K 0.01%
+12,000
105
$248K 0.01%
+9,200
106
$233K 0.01%
+17,165
107
$19K ﹤0.01%
+200,000
1 2 3 4
5