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
$8.4B
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$23.3M
3
+$6.29M
4
V icon
Visa
V
+$5.93M
5
SCHW icon
Charles Schwab
SCHW
+$4.51M

Top Sells

1
+$24.8M
2
+$20.6M
3
+$6.93M
4
PYPL icon
PayPal
PYPL
+$4.55M
5
HCSG icon
Healthcare Services Group
HCSG
+$2.99M

Sector Composition

1 Financials 41.03%
2 Industrials 13.95%
3 Consumer Discretionary 11.88%
4 Technology 10.87%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.02%
115,000
+35,000
127
$1.27M 0.02%
540,000
128
$1.25M 0.01%
2,720
129
$588K 0.01%
+5,000
130
$510K 0.01%
+9,000
131
$302K ﹤0.01%
+7,000
132
– –
-348,356
133
– –
-160,000
134
– –
-59,877
2 3 4 5
6