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
$5.02B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.59M
3
+$5.22M
4
BN icon
Brookfield
BN
+$3.1M
5
APO icon
Apollo Global Management
APO
+$3.01M

Top Sells

1
+$32.8M
2
+$11.1M
3
+$3.83M

Sector Composition

1 Financials 31.42%
2 Consumer Discretionary 17.93%
3 Healthcare 11.24%
4 Industrials 11.22%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$372M 7.42%
4,913,070
2
$299M 5.95%
1,088
3
$277M 5.52%
1,511,607
4
$224M 4.47%
10,156,769
+140,137
5
$178M 3.55%
1,349,800
+2,000
6
$167M 3.33%
1,699,200
+12,000
7
$166M 3.31%
1,508,269
8
$165M 3.28%
2,135,000
9
$150M 3%
920,000
10
$138M 2.74%
1,095,400
11
$130M 2.59%
663,000
12
$96.2M 1.92%
914,300
+10,000
13
$93.1M 1.85%
1,940,620
+200,000
14
$88.5M 1.76%
1,527,600
15
$80.5M 1.6%
180,000
+5,000
16
$79.6M 1.58%
387,000
17
$79.4M 1.58%
610,800
18
$76.9M 1.53%
1,600,000
+200,000
19
$68.7M 1.37%
2,394,544
20
$64M 1.27%
970,154
21
$62.2M 1.24%
1,463,300
22
$58M 1.16%
530,700
23
$51.8M 1.03%
2,150,000
24
$51.1M 1.02%
609,500
25
$47.5M 0.95%
396,700
1
2 3 4 5