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
$3.97B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$8.5M
3
+$7.21M
4
SLB icon
SLB Limited
SLB
+$6.66M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.43M

Top Sells

1
+$23.9M
2
+$6.58M
3
+$6.15M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.84M
5
KO icon
Coca-Cola
KO
+$5.55M

Sector Composition

1 Financials 32.88%
2 Consumer Discretionary 16.02%
3 Consumer Staples 12.65%
4 Healthcare 11.26%
5 Industrials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$330M 8.32%
4,963,070
2
$244M 6.14%
1,078
3
$227M 5.72%
1,511,607
4
$166M 4.18%
9,435,581
+76,884
5
$162M 4.09%
2,135,000
6
$146M 3.69%
279,459
7
$144M 3.63%
1,528,500
+14,000
8
$142M 3.57%
1,243,000
+13,000
9
$106M 2.66%
1,355,869
+25,000
10
$96.6M 2.43%
920,000
11
$94.3M 2.37%
3,294,000
12
$81.3M 2.05%
731,500
+5,000
13
$80.3M 2.02%
868,800
14
$74.3M 1.87%
613,467
+13,772
15
$73.7M 1.86%
833,000
+293,000
16
$71.6M 1.8%
1,376,000
17
$70.3M 1.77%
2,134,000
18
$66.6M 1.68%
970,154
19
$66.3M 1.67%
656,000
+12,000
20
$60M 1.51%
574,200
21
$59.1M 1.49%
2,394,544
22
$57M 1.43%
1,407,000
+210,000
23
$56M 1.41%
630,426
24
$53.3M 1.34%
387,000
25
$49.9M 1.26%
762,000
+48,000
1
2 3 4 5