MG
Markel Group Portfolio holdings
AUM
$12.5B
1-Year Est. Return
15.76%
This Fund
S&P 500
1 Year Est. Return
+15.76%
AUM
$12.5B
AUM Growth
+$223M
(+1.8%)
Holding
130
Top Buys
| 1 | +$25.6M | |
| 2 | +$15.8M | |
| 3 | +$9.02M | |
| 4 |
CSX Corp
CSX
|
+$5.55M |
| 5 |
Norfolk Southern
NSC
|
+$4.92M |
Top Sells
| 1 | +$50.2M | |
| 2 | +$36.3M | |
| 3 | +$21.4M | |
| 4 |
TransUnion
TRU
|
+$8.14M |
| 5 |
Adobe
ADBE
|
+$4.94M |
Sector Composition
| 1 | Financials | 45.4% |
| 2 | Industrials | 12.86% |
| 3 | Communication Services | 11.8% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Sysco
SYY
$43.7B
| $2.25M | 0.02% |
30,500
|
|
||
127
Brown & Brown
BRO
$24.4B
| $877K | 0.01% |
+11,000
|
|
||
|
128
TransUnion
TRU
$15.1B
| $172K | ﹤0.01% |
2,000
-99,050
|
|
||
|
129
Adobe
ADBE
$108B
| – | – |
-14,000
|
|
||
130
FedEx
FDX
$91B
| – | – |
-213,000
|
|