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
$3.69B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.72M
3
+$5.49M
4
UNP icon
Union Pacific
UNP
+$5.08M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.67M

Top Sells

1
+$74.7M
2
+$71.2M
3
+$45.2M
4
FHI icon
Federated Hermes
FHI
+$35.7M
5
INTC icon
Intel
INTC
+$29.9M

Sector Composition

1 Financials 30.78%
2 Consumer Discretionary 16.66%
3 Healthcare 12.91%
4 Industrials 11.63%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$366K 0.01%
+3,500
127
$344K 0.01%
+12,175
128
$328K 0.01%
33,750
129
$299K 0.01%
+4,500
130
$211K 0.01%
+5,411
131
– –
-425,000
132
– –
-65,000
133
– –
-618,266
134
– –
-991,000
135
– –
-48,000
136
– –
-181,000
137
– –
-3,294,000
2 3 4 5
6