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
$7.23B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$1.49M
3
+$1.47M
4
IFF icon
International Flavors & Fragrances
IFF
+$1.4M
5
WSO icon
Watsco Inc
WSO
+$1.17M

Top Sells

1
+$16.6M
2
+$5.22M
3
+$1.67M
4
ADM icon
Archer Daniels Midland
ADM
+$855K

Sector Composition

1 Financials 39.4%
2 Consumer Discretionary 14.08%
3 Industrials 12.75%
4 Communication Services 11.27%
5 Technology 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.92M 0.04%
5,200
102
$2.71M 0.04%
4,328
103
$2.03M 0.03%
60,750
104
$1.77M 0.02%
120,000
-354,000
105
$1.54M 0.02%
4,112
106
$1.5M 0.02%
20,620
107
$1.25M 0.02%
13,999
108
$1.07M 0.01%
13,676
109
$991K 0.01%
9,000
+3,000
110
$798K 0.01%
8,500
111
$541K 0.01%
8,500
112
$489K 0.01%
3,560
113
$478K 0.01%
+1,293
114
$444K 0.01%
1,830
115
$423K 0.01%
3,580
116
$360K 0.01%
+2,400
117
$259K ﹤0.01%
+2,320
118
$230K ﹤0.01%
2,000
119
– –
-13,000
1 2 3 4
5