MG

Markel Group Portfolio holdings

AUM $12.5B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.1B
AUM Growth
+$945M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.31M
3
+$8.95M
4
LPLA icon
LPL Financial
LPLA
+$8.7M
5
HCA icon
HCA Healthcare
HCA
+$5.79M

Top Sells

1
+$22.5M
2
+$12.5M
3
+$7.05M
4
EA icon
Electronic Arts
EA
+$6.94M
5
CBRL icon
Cracker Barrel
CBRL
+$4.68M

Sector Composition

1 Financials 44.29%
2 Industrials 13.61%
3 Consumer Discretionary 12.11%
4 Technology 9.42%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.4M 0.01%
+14,000
127
$1.32M 0.01%
115,000
128
$1.17M 0.01%
+14,000
129
$822K 0.01%
5,120
130
$729K 0.01%
11,000
131
$52.3K ﹤0.01%
750
-72,687
132
– –
-49,800
133
– –
-224,000
134
– –
-111,000
135
– –
-47,000
136
– –
-36,000
137
– –
-90,152
138
– –
-540,000
2 3 4 5
6