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
$6.5B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$7.88M
3
+$7.85M
4
LUV icon
Southwest Airlines
LUV
+$7.36M
5
AXP icon
American Express
AXP
+$7.28M

Top Sells

1
+$34.9M
2
+$5.83M
3
+$5.5M
4
META icon
Meta Platforms (Facebook)
META
+$492K
5
BKNG icon
Booking.com
BKNG
+$93.8K

Sector Composition

1 Financials 32.71%
2 Consumer Discretionary 20.2%
3 Industrials 10.89%
4 Communication Services 8.75%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.3M 0.16%
39,150
+150
102
$9.71M 0.15%
268,398
103
$9.65M 0.15%
66,500
104
$8.99M 0.14%
114,500
105
$8.75M 0.13%
176,897
106
$8.23M 0.13%
239,705
107
$7.91M 0.12%
58,500
+23,000
108
$7.26M 0.11%
35,500
109
$7.14M 0.11%
37,000
110
$6.41M 0.1%
211,500
+15,000
111
$6.09M 0.09%
5,200
112
$5.79M 0.09%
43,100
+6,000
113
$5.14M 0.08%
73,000
114
$4.83M 0.07%
179,000
115
$4.58M 0.07%
75,000
+26,000
116
$4.41M 0.07%
60,000
+20,000
117
$4.02M 0.06%
82,000
118
$3.59M 0.06%
5,200
119
$3.53M 0.05%
+80,000
120
$3.4M 0.05%
72,000
121
$3.2M 0.05%
67,600
+12,600
122
$2.95M 0.05%
4,328
123
$2.83M 0.04%
29,000
124
$2.38M 0.04%
32,900
+1,000
125
$1.78M 0.03%
42,460
+9,900
2 3 4
5
6