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
$8.74B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$7.85M
3
+$7.66M
4
HCSG icon
Healthcare Services Group
HCSG
+$5.07M
5
FDX icon
FedEx
FDX
+$4.53M

Top Sells

1
+$8.81M
2
+$1.62M
3
+$1.48M
4
DHI icon
D.R. Horton
DHI
+$1.18M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.01M

Sector Composition

1 Financials 41.02%
2 Consumer Discretionary 13.89%
3 Industrials 11.34%
4 Communication Services 10.07%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.62M 0.05%
59,000
102
$4.53M 0.05%
+17,500
103
$4.43M 0.05%
46,000
104
$3.76M 0.04%
90,152
105
$3.46M 0.04%
23,000
-58,500
106
$3.27M 0.04%
5,200
107
$3.24M 0.04%
9,113
+1,800
108
$2.89M 0.03%
4,328
109
$2.89M 0.03%
240,000
+120,000
110
$2.37M 0.03%
+540,000
111
$2.23M 0.03%
60,750
112
$2.21M 0.03%
30,600
113
$2.11M 0.02%
17,450
+1,400
114
$1.75M 0.02%
2,720
+680
115
$1.03M 0.01%
8,500
116
$807K 0.01%
4,800
117
$700K 0.01%
5,120
+1,000
118
$679K 0.01%
2,900
+1,940
119
$245K ﹤0.01%
+3,100
120
$200K ﹤0.01%
+300
121
– –
-21,020
122
– –
-1,753
123
– –
-13,999
124
– –
-2,991
125
– –
-4,112
2 3 4
5
6