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
$6.5B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$7.88M
3
+$7.85M
4
LUV icon
Southwest Airlines
LUV
+$7.36M
5
AXP icon
American Express
AXP
+$7.28M

Top Sells

1
+$34.9M
2
+$5.83M
3
+$5.5M
4
META icon
Meta Platforms (Facebook)
META
+$492K
5
BKNG icon
Booking.com
BKNG
+$93.8K

Sector Composition

1 Financials 32.71%
2 Consumer Discretionary 20.2%
3 Industrials 10.89%
4 Communication Services 8.75%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.03%
60,750
127
$1.13M 0.02%
16,070
+2,500
128
$903K 0.01%
+25,000
129
$512K 0.01%
11,857
+1,900
130
$375K 0.01%
200
-50
131
$368K 0.01%
1,028
132
$366K 0.01%
10,556
+2,550
133
$340K 0.01%
20,923
134
$306K ﹤0.01%
+20,000
135
$266K ﹤0.01%
+3,000
136
$238K ﹤0.01%
+5,062
137
$210K ﹤0.01%
+3,000
138
– –
-410,000
139
– –
-93,000
2 3 4 5
6