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
$7.46B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$22.1M
3
+$12.8M
4
CABO icon
Cable One
CABO
+$10.7M
5
WSO icon
Watsco Inc
WSO
+$9.48M

Top Sells

1
+$65M
2
+$35.9M
3
+$14M
4
ENOV icon
Enovis
ENOV
+$10.7M
5
TRUP icon
Trupanion
TRUP
+$1.27M

Sector Composition

1 Financials 42.31%
2 Industrials 14.38%
3 Consumer Discretionary 11.33%
4 Technology 9.65%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.77M 0.1%
468,900
+200
102
$7.6M 0.1%
498,245
+100,265
103
$7.43M 0.1%
60,800
104
$6.28M 0.08%
129,235
+71,735
105
$5.93M 0.08%
160,000
+30,000
106
$5.73M 0.08%
101,050
+2,000
107
$4.68M 0.06%
45,800
+29,000
108
$4.52M 0.06%
8,200
+400
109
$3.57M 0.05%
102,750
+10,000
110
$3.47M 0.05%
48,713
+14,116
111
$3.39M 0.05%
179,000
112
$3.14M 0.04%
5,200
113
$2.94M 0.04%
60,750
114
$2.64M 0.04%
32,450
+15,000
115
$2.61M 0.04%
51,000
+4,000
116
$2.58M 0.03%
14,000
+12,000
117
$2.41M 0.03%
23,000
118
$2.13M 0.03%
+35,000
119
$2.04M 0.03%
25,900
120
$1.92M 0.03%
5,700
+1,200
121
$1.91M 0.03%
98,971
+12,462
122
$1.88M 0.03%
90,152
123
$1.86M 0.03%
7,615
+1,108
124
$1.81M 0.02%
17,665
+1,494
125
$1.44M 0.02%
18,600
2 3 4
5
6