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
$10.1B
AUM Growth
+$941M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.37M
3
+$4.7M
4
URI icon
United Rentals
URI
+$4.69M
5
FERG icon
Ferguson
FERG
+$4.15M

Top Sells

1
+$33.3M
2
+$1.86M

Sector Composition

1 Financials 43.54%
2 Industrials 13.55%
3 Consumer Discretionary 12.16%
4 Communication Services 9.52%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.19M 0.09%
77,000
+15,000
102
$8.94M 0.09%
539,100
+70,000
103
$8.07M 0.08%
111,000
104
$8.06M 0.08%
101,050
105
$7.96M 0.08%
16,100
+5,100
106
$7.93M 0.08%
102,750
107
$7.51M 0.07%
74,950
108
$7.15M 0.07%
21,432
+7,291
109
$7.03M 0.07%
240,824
+119,223
110
$7M 0.07%
121,500
111
$6.84M 0.07%
25,900
112
$5.74M 0.06%
335,000
113
$4.47M 0.04%
58,000
+13,000
114
$4.13M 0.04%
13,000
+12,000
115
$3.99M 0.04%
5,200
116
$3.63M 0.04%
+15,000
117
$3.58M 0.04%
60,750
118
$3.44M 0.03%
51,000
119
$2.72M 0.03%
5,700
120
$2.51M 0.02%
90,152
121
$2.37M 0.02%
8,627
122
$2.27M 0.02%
+9,000
123
$2.24M 0.02%
+16,152
124
$2M 0.02%
38,000
-630,700
125
$1.85M 0.02%
+16,876
2 3 4
5
6