MG

Markel Group Portfolio holdings

AUM $12.5B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.97B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$8.57M
3
+$7.18M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.35M
5
CDK
CDK Global, Inc.
CDK
+$6.27M

Top Sells

1
+$23.9M
2
+$6.42M
3
+$5.98M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.79M
5
KO icon
Coca-Cola
KO
+$5.55M

Sector Composition

1 Financials 32.88%
2 Consumer Discretionary 16.02%
3 Consumer Staples 12.65%
4 Healthcare 11.26%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$590K 0.01%
+15,000
102
$419K 0.01%
+30,000
103
$356K 0.01%
12,000
104
$254K 0.01%
+17,000
105
$214K 0.01%
+2,000
106
– –
-215,000
107
– –
-130,000
108
– –
-17,460
109
– –
-444,000
110
– –
-33,000
111
– –
-18,000
1 2 3 4
5