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
$5.23B
AUM Growth
-$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.56M
3
+$6.15M
4
EA icon
Electronic Arts
EA
+$5.6M
5
SHW icon
Sherwin-Williams
SHW
+$4.33M

Top Sells

1
+$15.9M
2
+$15.2M
3
+$9.48M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.2M
5
HSY icon
Hershey
HSY
+$2.46M

Sector Composition

1 Financials 33.01%
2 Consumer Discretionary 18.47%
3 Industrials 10.93%
4 Healthcare 10.23%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$624K 0.01%
15,000
+4,000
127
$431K 0.01%
250
128
$313K 0.01%
9,057
+650
129
$300K 0.01%
1,028
130
$286K 0.01%
20,923
131
$233K ﹤0.01%
+2,500
132
$227K ﹤0.01%
+4,000
133
– –
-414,804
134
– –
-24,100
135
– –
-7,706
136
– –
-94,400
2 3 4 5
6