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
$5.32B
AUM Growth
-$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.99M
3
+$2.69M
4
MHK icon
Mohawk Industries
MHK
+$2.59M
5
PGR icon
Progressive
PGR
+$2.55M

Top Sells

1
+$176M
2
+$87.3M
3
+$44.8M
4
HAS icon
Hasbro
HAS
+$38.4M
5
WBA
Walgreens Boots Alliance
WBA
+$12.6M

Sector Composition

1 Financials 36.56%
2 Consumer Discretionary 18.7%
3 Industrials 11.23%
4 Communication Services 9.35%
5 Technology 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.01%
+8,500
127
$296K 0.01%
9,232
+2,797
128
$279K 0.01%
+6,000
129
$225K ﹤0.01%
6,095
130
$209K ﹤0.01%
+8,500
131
– –
-13,000
132
– –
-123,100
133
– –
-364,000
134
– –
-68,000
135
– –
-422,000
136
– –
-1,527,600
137
– –
-599,000
138
– –
-176,897
139
– –
-117,000
2 3 4 5
6