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
$4B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.64M
3
+$5.76M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.38M
5
WSO icon
Watsco Inc
WSO
+$4.33M

Top Sells

1
+$12.9M
2
+$633K
3
+$283K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20K

Sector Composition

1 Financials 29.56%
2 Consumer Discretionary 16.37%
3 Consumer Staples 12.61%
4 Healthcare 12.41%
5 Industrials 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.06%
46,000
102
$2.03M 0.05%
4,328
103
$1.7M 0.04%
49,000
+31,000
104
$953K 0.02%
+65,000
105
$937K 0.02%
30,227
106
$931K 0.02%
+8,000
107
$753K 0.02%
+24,000
108
$746K 0.02%
+8,000
109
$537K 0.01%
12,000
110
$399K 0.01%
+4,000
111
$393K 0.01%
33,750
+13,500
112
– –
-23,000
113
– –
-17,000
114
– –
-318,000
1 2 3 4
5