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
$10.2B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$14.9M
3
+$9.32M
4
DE icon
Deere & Co
DE
+$8.05M
5
LPLA icon
LPL Financial
LPLA
+$7.68M

Top Sells

1
+$16.8M
2
+$5.88M
3
+$4.32M
4
SRCL
Stericycle Inc
SRCL
+$2M

Sector Composition

1 Financials 42.64%
2 Industrials 13.5%
3 Consumer Discretionary 11.77%
4 Communication Services 10.04%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.5M 0.1%
77,800
102
$10.1M 0.1%
51,910
103
$10M 0.1%
136,500
+13,000
104
$9.81M 0.1%
38,000
+23,000
105
$8.77M 0.09%
334,725
+93,901
106
$8.13M 0.08%
25,900
107
$7.5M 0.07%
674,100
+135,000
108
$7.49M 0.07%
101,050
109
$7.34M 0.07%
74,950
110
$7.28M 0.07%
121,500
111
$6.94M 0.07%
49,800
-31,000
112
$6.79M 0.07%
102,750
113
$5.69M 0.06%
335,000
114
$5.32M 0.05%
22,000
+13,000
115
$5.16M 0.05%
71,000
+13,000
116
$4.83M 0.05%
52,906
+36,030
117
$4.68M 0.05%
111,000
118
$3.95M 0.04%
13,000
119
$3.95M 0.04%
21,500
+12,000
120
$3.88M 0.04%
+73,437
121
$3.64M 0.04%
5,200
122
$3.18M 0.03%
60,750
123
$3.06M 0.03%
51,000
124
$2.78M 0.03%
47,000
-285,000
125
$2.56M 0.03%
5,700
2 3 4
5
6