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
$3.96B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.05M
3
+$7.04M
4
MON
Monsanto Co
MON
+$6.64M
5
DE icon
Deere & Co
DE
+$6.4M

Top Sells

1
+$146M
2
+$20.3M
3
+$6.11M
4
BRO icon
Brown & Brown
BRO
+$5.45M
5
KMX icon
CarMax
KMX
+$3.45M

Sector Composition

1 Financials 29.99%
2 Consumer Discretionary 16.92%
3 Consumer Staples 12.57%
4 Healthcare 12.48%
5 Industrials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$339M 8.57%
4,913,070
-50,000
2
$234M 5.93%
1,078
3
$218M 5.51%
1,511,607
4
$181M 4.57%
2,135,000
5
$178M 4.5%
9,452,667
+17,086
6
$162M 4.09%
1,541,500
+13,000
7
$138M 3.49%
1,248,000
+5,000
8
$110M 2.78%
1,368,869
+13,000
9
$105M 2.64%
920,000
10
$90.3M 2.28%
3,294,000
11
$79.4M 2.01%
906,000
+73,000
12
$78.4M 1.98%
663,000
+7,000
13
$73.8M 1.87%
868,800
14
$73.5M 1.86%
618,266
+4,799
15
$72.3M 1.83%
2,134,000
16
$72.2M 1.82%
744,500
+13,000
17
$65.2M 1.65%
1,376,000
18
$64.6M 1.63%
970,154
19
$62.7M 1.59%
2,394,544
20
$60.9M 1.54%
1,461,000
+54,000
21
$57.8M 1.46%
574,200
22
$57.4M 1.45%
2,150,000
23
$52.9M 1.34%
808,000
+46,000
24
$52.5M 1.33%
387,000
25
$51.8M 1.31%
425,000
1
2 3 4 5