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
$2.92B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$6.45M
3
+$4.97M
4
ACNT icon
Ascent Industries
ACNT
+$4.91M
5
CVX icon
Chevron
CVX
+$4.01M

Top Sells

1
+$34.1M
2
+$15.2M
3
+$8.89M
4
KMX icon
CarMax
KMX
+$3.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.14M

Sector Composition

1 Financials 31.66%
2 Consumer Discretionary 16.06%
3 Consumer Staples 13.71%
4 Healthcare 11.9%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$244M 8.37%
5,034,519
-74,752
2
$186M 6.39%
1,094
-5
3
$174M 5.96%
1,531,357
-18,838
4
$154M 5.28%
1,212,525
-16,350
5
$118M 4.06%
9,014,106
+139,865
6
$116M 3.96%
2,149,200
+1,400
7
$114M 3.9%
279,459
8
$97.5M 3.34%
1,511,735
-17,200
9
$82.4M 2.83%
3,343,422
+14,556
10
$73.7M 2.53%
856,985
+11,302
11
$71.2M 2.44%
939,050
-8,748
12
$67.4M 2.31%
738,059
-9,447
13
$61.7M 2.11%
973,421
14
$61.3M 2.1%
630,426
15
$58.6M 2.01%
511,940
+4,572
16
$58.6M 2.01%
2,156,000
17
$56.4M 1.93%
1,340,443
-21,399
18
$52.6M 1.8%
2,405,040
-42,392
19
$51M 1.75%
1,383,800
20
$50.4M 1.73%
580,800
-2,150
21
$41.3M 1.41%
576,300
+6,500
22
$40.9M 1.4%
412,403
+16,850
23
$38.5M 1.32%
606,518
+7,404
24
$37.5M 1.29%
2,217,000
-34,000
25
$35M 1.2%
399,361
-1,797
1
2 3 4 5