MG

Markel Group Portfolio holdings

AUM $11.8B
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.26B
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.09M
3
+$7.88M
4
COF icon
Capital One
COF
+$7.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.85M

Top Sells

1
+$46.3M
2
+$14.5M
3
+$11.2M
4
FDS icon
Factset
FDS
+$9.57M
5
PCAR icon
PACCAR
PCAR
+$8.41M

Sector Composition

1 Financials 33.1%
2 Consumer Discretionary 18.26%
3 Industrials 12.02%
4 Healthcare 10.06%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.02%
19,823
127
$1.11M 0.02%
+13,000
128
$968K 0.02%
42,600
129
$652K 0.01%
19,000
130
$632K 0.01%
10,000
131
$458K 0.01%
+11,000
132
$437K 0.01%
210
+10
133
$407K 0.01%
5,859
-1,465
134
$305K 0.01%
5,869
135
$299K 0.01%
4,129
136
$286K 0.01%
15,618
137
$236K ﹤0.01%
1,028
138
– –
-71,800
139
– –
-177,450
140
– –
-32,710
141
– –
-168,000
142
– –
-33,000
143
– –
-37,000
144
– –
-396,700
2 3 4 5
6