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
$10.2B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$14.9M
3
+$9.32M
4
DE icon
Deere & Co
DE
+$8.05M
5
LPLA icon
LPL Financial
LPLA
+$7.68M

Top Sells

1
+$16.8M
2
+$5.88M
3
+$4.32M
4
SRCL
Stericycle Inc
SRCL
+$2M

Sector Composition

1 Financials 42.64%
2 Industrials 13.5%
3 Consumer Discretionary 11.77%
4 Communication Services 10.04%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.5M 0.02%
90,152
127
$2.26M 0.02%
8,627
128
$1.79M 0.02%
2,720
129
$1.52M 0.01%
+36,000
130
$1.38M 0.01%
18,600
131
$1.11M 0.01%
540,000
132
$1.06M 0.01%
115,000
133
$701K 0.01%
5,120
134
$640K 0.01%
11,000
135
– –
-38,000
2 3 4 5
6