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
$3.79B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$13.4M
4
TXN icon
Texas Instruments
TXN
+$10.7M
5
ADI icon
Analog Devices
ADI
+$8.5M

Top Sells

1
+$21.4M
2
+$21.3M
3
+$14.6M
4
FWONK icon
Liberty Media Series C
FWONK
+$11M
5
PG icon
Procter & Gamble
PG
+$10.5M

Sector Composition

1 Financials 30.8%
2 Consumer Discretionary 15.46%
3 Healthcare 13.18%
4 Industrials 10.23%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.18M 0.08%
414,804
-275,677
102
$2.82M 0.07%
215,000
103
$2.75M 0.07%
30,300
+1,500
104
$2.73M 0.07%
24,100
+7,700
105
$2.66M 0.07%
5,200
106
$2.56M 0.07%
22,800
+8,600
107
$2.55M 0.07%
5,200
108
$2.54M 0.07%
17,100
+13,500
109
$2.51M 0.07%
137,043
-600,427
110
$2.38M 0.06%
4,328
111
$2.33M 0.06%
126,903
-506,691
112
$2.28M 0.06%
+70,000
113
$2.18M 0.06%
16,800
+11,700
114
$2.12M 0.06%
9,000
115
$1.94M 0.05%
+158,283
116
$1.7M 0.04%
+9,100
117
$1.53M 0.04%
9,225
118
$1.46M 0.04%
+99,788
119
$995K 0.03%
22,000
120
$975K 0.03%
+31,000
121
$941K 0.02%
16,249
+12,851
122
$839K 0.02%
35,700
+2,300
123
$735K 0.02%
10,000
124
$729K 0.02%
+7,000
125
$641K 0.02%
+42,600
2 3 4
5
6