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
$5.02B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.59M
3
+$5.22M
4
BN icon
Brookfield
BN
+$3.1M
5
APO icon
Apollo Global Management
APO
+$3.01M

Top Sells

1
+$32.8M
2
+$11.1M
3
+$3.83M

Sector Composition

1 Financials 31.42%
2 Consumer Discretionary 17.93%
3 Healthcare 11.24%
4 Industrials 11.22%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.38M 0.03%
22,000
127
$1.2M 0.02%
60,750
+33,750
128
$1.14M 0.02%
+8,000
129
$1.08M 0.02%
42,600
130
$718K 0.01%
+16,000
131
$665K 0.01%
+20,000
132
$637K 0.01%
10,000
133
$611K 0.01%
19,000
+12,000
134
$366K 0.01%
200
135
$359K 0.01%
5,869
136
$350K 0.01%
15,618
137
$337K 0.01%
7,324
138
$318K 0.01%
4,129
139
$279K 0.01%
4,000
140
– –
-110,000
141
– –
-35,000
2 3 4 5
6