MG

Markel Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 15.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.43B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.6M
3
+$9.49M
4
THG icon
Hanover Insurance
THG
+$7.03M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.26M

Top Sells

1
+$40.3M
2
+$17.8M
3
+$9.75M
4
SHAK icon
Shake Shack
SHAK
+$2.21M

Sector Composition

1 Financials 42.72%
2 Industrials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 9.77%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K ﹤0.01%
+9,250
127
– –
-112,000
128
– –
-221,000
129
– –
-30,600
130
– –
-76,000
2 3 4 5
6