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
$4.69B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.6M
3
+$5.59M
4
BX icon
Blackstone
BX
+$5.5M
5
ALB icon
Albemarle
ALB
+$4.54M

Top Sells

1
+$43.3M

Sector Composition

1 Financials 30.9%
2 Consumer Discretionary 17.13%
3 Healthcare 11.79%
4 Industrials 11.11%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$310M 6.61%
4,913,070
2
$277M 5.91%
1,088
3
$256M 5.46%
1,511,607
4
$210M 4.48%
10,016,632
+198,059
5
$179M 3.82%
1,687,200
+24,000
6
$167M 3.57%
2,135,000
7
$162M 3.44%
1,347,800
+13,000
8
$151M 3.23%
1,508,269
9
$141M 3.01%
920,000
10
$135M 2.89%
1,095,400
11
$123M 2.62%
663,000
12
$84.8M 1.81%
904,300
+13,000
13
$82.7M 1.76%
1,527,600
14
$80.8M 1.72%
610,800
15
$79.1M 1.69%
1,740,620
+260,000
16
$76.7M 1.64%
387,000
17
$76.3M 1.63%
944,800
18
$73.9M 1.58%
175,000
+6,500
19
$67.8M 1.45%
1,400,000
+220,000
20
$65.4M 1.39%
2,394,544
21
$62.7M 1.34%
970,154
22
$60.6M 1.29%
1,463,300
23
$54.4M 1.16%
530,700
24
$47.5M 1.01%
609,500
25
$47M 1%
396,700
1
2 3 4 5