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
$10.1B
AUM Growth
+$941M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.37M
3
+$4.7M
4
URI icon
United Rentals
URI
+$4.69M
5
FERG icon
Ferguson
FERG
+$4.15M

Top Sells

1
+$33.3M
2
+$1.86M

Sector Composition

1 Financials 43.54%
2 Industrials 13.55%
3 Consumer Discretionary 12.16%
4 Communication Services 9.52%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.85M 0.02%
+9,500
127
$1.8M 0.02%
18,600
128
$1.77M 0.02%
2,720
129
$1.15M 0.01%
115,000
130
$1.05M 0.01%
540,000
131
$704K 0.01%
5,120
132
$669K 0.01%
11,000
133
– –
-23,000
2 3 4 5
6