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
$2.92B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$6.45M
3
+$4.97M
4
ACNT icon
Ascent Industries
ACNT
+$4.91M
5
CVX icon
Chevron
CVX
+$4.01M

Top Sells

1
+$34.1M
2
+$15.2M
3
+$8.89M
4
KMX icon
CarMax
KMX
+$3.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.14M

Sector Composition

1 Financials 31.66%
2 Consumer Discretionary 16.06%
3 Consumer Staples 13.71%
4 Healthcare 11.9%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.05%
242,000
102
$1.01M 0.03%
37,000
103
$1.01M 0.03%
36,000
-1,200
104
$417K 0.01%
13,086
-10,296
105
$385K 0.01%
12,600
106
$338K 0.01%
12,000
107
$318K 0.01%
+80,000
108
– –
-1,658,339
109
– –
-9,200
110
– –
-17,165
111
– –
-325,300
112
– –
-200,000
1 2 3 4
5