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
$5.97B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.1M
3
+$10.3M
4
SMG icon
ScottsMiracle-Gro
SMG
+$9.43M
5
SHW icon
Sherwin-Williams
SHW
+$8.61M

Top Sells

1
+$14.3M

Sector Composition

1 Financials 31.99%
2 Consumer Discretionary 19.15%
3 Industrials 11.08%
4 Healthcare 9.21%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.44M 0.16%
39,000
102
$9.1M 0.15%
268,398
103
$9.06M 0.15%
3,275
+2,505
104
$8.99M 0.15%
174,000
+120,000
105
$8.56M 0.14%
66,500
+3,000
106
$7.81M 0.13%
239,705
107
$7M 0.12%
35,500
108
$6.48M 0.11%
196,500
+50,500
109
$6.32M 0.11%
37,000
110
$5.99M 0.1%
73,000
111
$5.83M 0.1%
410,000
112
$5.5M 0.09%
93,000
113
$5.1M 0.09%
5,200
114
$4.46M 0.07%
179,000
115
$4.34M 0.07%
37,100
116
$4.21M 0.07%
35,500
+33,000
117
$3.69M 0.06%
82,000
118
$3.55M 0.06%
5,200
119
$3.21M 0.05%
72,000
120
$2.67M 0.04%
49,000
+34,000
121
$2.67M 0.04%
40,000
+36,000
122
$2.66M 0.04%
55,000
123
$2.65M 0.04%
4,328
124
$2.56M 0.04%
29,000
125
$1.89M 0.03%
31,900
+550
2 3 4
5
6