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
$4.69B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.6M
3
+$5.59M
4
BX icon
Blackstone
BX
+$5.5M
5
ALB icon
Albemarle
ALB
+$4.54M

Top Sells

1
+$43.3M

Sector Composition

1 Financials 30.9%
2 Consumer Discretionary 17.13%
3 Healthcare 11.79%
4 Industrials 11.11%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.69M 0.1%
414,804
102
$4.54M 0.1%
135,259
+8,356
103
$4.33M 0.09%
62,000
+16,000
104
$3.83M 0.08%
35,000
105
$3.79M 0.08%
17,100
106
$3.79M 0.08%
118,000
107
$3.7M 0.08%
5,200
108
$3.43M 0.07%
65,000
+32,000
109
$3.28M 0.07%
114,000
110
$3.12M 0.07%
5,200
111
$2.94M 0.06%
28,000
+13,000
112
$2.75M 0.06%
158,283
113
$2.72M 0.06%
62,000
+13,000
114
$2.65M 0.06%
57,000
+13,000
115
$2.59M 0.06%
24,100
116
$2.58M 0.05%
55,000
117
$2.57M 0.05%
4,328
118
$2.48M 0.05%
15,100
+6,000
119
$2.42M 0.05%
16,422
+6,276
120
$2.39M 0.05%
99,788
121
$2.34M 0.05%
33,000
+6,000
122
$2.27M 0.05%
39,000
+13,000
123
$1.77M 0.04%
32,710
124
$1.76M 0.04%
9,225
125
$1.74M 0.04%
+27,000
2 3 4
5
6