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
$5.02B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.59M
3
+$5.22M
4
BN icon
Brookfield
BN
+$3.1M
5
APO icon
Apollo Global Management
APO
+$3.01M

Top Sells

1
+$32.8M
2
+$11.1M
3
+$3.83M

Sector Composition

1 Financials 31.42%
2 Consumer Discretionary 17.93%
3 Healthcare 11.24%
4 Industrials 11.22%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.18M 0.1%
414,804
102
$4.99M 0.1%
71,800
103
$4.94M 0.1%
86,000
+21,000
104
$4.85M 0.1%
35,500
105
$4.84M 0.1%
37,000
+9,000
106
$4.21M 0.08%
124,000
+6,000
107
$4.01M 0.08%
26,100
+11,000
108
$3.75M 0.07%
5,200
109
$3.6M 0.07%
114,000
110
$3.42M 0.07%
72,000
+10,000
111
$3.04M 0.06%
5,200
112
$3.01M 0.06%
158,283
113
$2.97M 0.06%
55,000
114
$2.88M 0.06%
45,000
+18,000
115
$2.85M 0.06%
67,000
+10,000
116
$2.79M 0.06%
52,000
+13,000
117
$2.67M 0.05%
33,000
118
$2.63M 0.05%
24,100
119
$2.52M 0.05%
99,788
120
$2.4M 0.05%
4,328
121
$2.3M 0.05%
19,823
+11,477
122
$2.28M 0.05%
16,422
123
$1.96M 0.04%
32,710
124
$1.76M 0.04%
9,225
125
$1.65M 0.03%
110,000
+50,000
2 3 4
5
6