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
$3.96B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.05M
3
+$7.04M
4
MON
Monsanto Co
MON
+$6.64M
5
DE icon
Deere & Co
DE
+$6.4M

Top Sells

1
+$146M
2
+$20.3M
3
+$6.11M
4
BRO icon
Brown & Brown
BRO
+$5.45M
5
KMX icon
CarMax
KMX
+$3.45M

Sector Composition

1 Financials 29.99%
2 Consumer Discretionary 16.92%
3 Consumer Staples 12.57%
4 Healthcare 12.48%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$746K 0.02%
+18,000
102
$643K 0.02%
+9,000
103
$633K 0.02%
23,000
104
$413K 0.01%
12,000
105
$283K 0.01%
17,000
106
$246K 0.01%
+20,250
107
– –
-331,256
108
– –
-137,000
109
– –
-45,000
110
– –
-279,459
1 2 3 4
5