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
$7.46B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$22.1M
3
+$12.8M
4
CABO icon
Cable One
CABO
+$10.7M
5
WSO icon
Watsco Inc
WSO
+$9.48M

Top Sells

1
+$65M
2
+$35.9M
3
+$14M
4
ENOV icon
Enovis
ENOV
+$10.7M
5
TRUP icon
Trupanion
TRUP
+$1.27M

Sector Composition

1 Financials 42.31%
2 Industrials 14.38%
3 Consumer Discretionary 11.33%
4 Technology 9.65%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.21M 0.02%
540,000
127
$1.12M 0.02%
+7,500
128
$1.06M 0.01%
2,720
129
$802K 0.01%
8,500
130
$797K 0.01%
+65,000
131
$724K 0.01%
28,442
132
$697K 0.01%
+7,500
133
$580K 0.01%
+2,681
134
$304K ﹤0.01%
25,250
+4,000
135
– –
-23,700
136
– –
-21,377
137
– –
-38,691
2 3 4 5
6