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
$3.55B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$24.2M
3 +$11.9M
4
CB
CHUBB CORPORATION
CB
+$4.74M
5
MMC icon
Marsh & McLennan
MMC
+$4.71M

Top Sells

1 +$19.4M
2 +$13.4M
3 +$11.8M
4
NTRS icon
Northern Trust
NTRS
+$8.99M
5
BUD
ANHEUSER BUSCH COS INC
BUD
+$1.15M

Sector Composition

1 Financials 32.65%
2 Consumer Discretionary 14.08%
3 Consumer Staples 13.8%
4 Healthcare 12.13%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$549K 0.02%
30,227
102
$397K 0.01%
12,000
103
$116K ﹤0.01%
+10,000
104
-140,000
105
-33,800
106
-46,003
107
-10,000