MG

Markel Group Portfolio holdings

AUM $11.8B
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$23.3M
3
+$6.29M
4
V icon
Visa
V
+$5.93M
5
SCHW icon
Charles Schwab
SCHW
+$4.51M

Top Sells

1
+$24.8M
2
+$20.6M
3
+$6.93M
4
PYPL icon
PayPal
PYPL
+$4.55M
5
HCSG icon
Healthcare Services Group
HCSG
+$2.99M

Sector Composition

1 Financials 41.03%
2 Industrials 13.95%
3 Consumer Discretionary 11.88%
4 Technology 10.87%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.42M 0.1%
77,000
+31,000
102
$7.92M 0.09%
101,050
103
$7.56M 0.09%
65,300
+2,500
104
$7.15M 0.09%
31,826
+17,167
105
$7.12M 0.08%
54,000
+23,000
106
$6.71M 0.08%
36,000
+12,000
107
$6.64M 0.08%
102,750
108
$5.78M 0.07%
69,000
+13,000
109
$5.02M 0.06%
59,950
+10,000
110
$4.6M 0.05%
308,000
-200,000
111
$4.28M 0.05%
8,200
112
$4.16M 0.05%
25,900
113
$3.74M 0.04%
33,077
114
$3.57M 0.04%
110,853
115
$3.42M 0.04%
34,500
+26,000
116
$3.02M 0.04%
179,000
117
$2.97M 0.04%
5,200
118
$2.97M 0.04%
51,000
119
$2.41M 0.03%
60,750
120
$2.04M 0.02%
60,101
121
$2.03M 0.02%
8,627
122
$2M 0.02%
5,700
123
$1.83M 0.02%
23,000
124
$1.66M 0.02%
18,600
125
$1.53M 0.02%
60,064
2 3 4
5
6