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
$5.9B
AUM Growth
+$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$394K

Top Sells

1
+$525K

Sector Composition

1 Financials 38.87%
2 Consumer Discretionary 15.91%
3 Industrials 11.65%
4 Communication Services 10.14%
5 Technology 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.1M 0.04%
5,200
102
$1.97M 0.03%
30,600
103
$1.65M 0.03%
60,750
104
$1.36M 0.02%
13,000
105
$1.24M 0.02%
4,112
106
$1.06M 0.02%
13,999
107
$975K 0.02%
22,620
108
$854K 0.01%
13,676
109
$562K 0.01%
8,500
110
$469K 0.01%
6,000
111
$394K 0.01%
+3,561
112
$378K 0.01%
8,500
113
$361K 0.01%
1,830
114
– –
-9,232
1 2 3 4
5