MG
Markel Group Portfolio holdings
AUM
$11.8B
1-Year Return
20.14%
This Quarter Return
-1.79%
1 Year Return
+20.14%
3 Year Return
+76.16%
5 Year Return
+141.94%
10 Year Return
+315.36%
AUM
$8.28B
AUM Growth
-$115M
(-1.4%)
Cap. Flow
+$99.2M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
39%
Holding
137
New
6
Increased
44
Reduced
4
Closed
4
Top Buys
| 1 |
LPL Financial
LPLA
|
$41.4M |
| 2 |
Dollar General
DG
|
$8.57M |
| 3 |
Cable One
CABO
|
$6.77M |
| 4 |
Tyson Foods
TSN
|
$6.44M |
| 5 |
Old Dominion Freight Line
ODFL
|
$4.91M |
Top Sells
Sector Composition
| 1 | Financials | 42.47% |
| 2 | Industrials | 13.76% |
| 3 | Consumer Discretionary | 11.49% |
| 4 | Technology | 10.16% |
| 5 | Communication Services | 9.68% |
