MG
Markel Group Portfolio holdings
AUM
$11.8B
1-Year Return
20.14%
This Quarter Return
+11.52%
1 Year Return
+20.14%
3 Year Return
+76.16%
5 Year Return
+141.94%
10 Year Return
+315.36%
AUM
$9.2B
AUM Growth
+$915M
(+11%)
Cap. Flow
+$34.6M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
38.8%
Holding
135
New
2
Increased
43
Reduced
2
Closed
7
Top Buys
| 1 |
LPL Financial
LPLA
|
$28.5M |
| 2 |
Deere & Co
DE
|
$15.6M |
| 3 |
Dollar General
DG
|
$8.7M |
| 4 |
Analog Devices
ADI
|
$7.01M |
| 5 |
Tyson Foods
TSN
|
$6.45M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$60.9M |
| 2 |
Liberty Broadband Class A
LBRDA
|
$17.9M |
| 3 |
Liberty Broadband Class C
LBRDK
|
$13.7M |
| 4 |
Bank of New York Mellon
BK
|
$12.7M |
| 5 |
Intercontinental Exchange
ICE
|
$3.59M |
Sector Composition
| 1 | Financials | 42.83% |
| 2 | Industrials | 14.15% |
| 3 | Consumer Discretionary | 11.89% |
| 4 | Technology | 9.68% |
| 5 | Communication Services | 9.01% |
