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
$8.74B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$7.85M
3
+$7.66M
4
HCSG icon
Healthcare Services Group
HCSG
+$5.07M
5
FDX icon
FedEx
FDX
+$4.53M

Top Sells

1
+$8.81M
2
+$1.62M
3
+$1.48M
4
DHI icon
D.R. Horton
DHI
+$1.18M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.01M

Sector Composition

1 Financials 41.02%
2 Consumer Discretionary 13.89%
3 Industrials 11.34%
4 Communication Services 10.07%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,676
127
– –
-3,560
128
– –
-1,830
129
– –
-820
130
– –
-10,500
2 3 4 5
6