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
$5.3B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$218K

Top Sells

1
+$44.7M
2
+$279K

Sector Composition

1 Financials 32.15%
2 Consumer Discretionary 17.6%
3 Industrials 11.98%
4 Healthcare 11.04%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$324M 6.11%
1,088
2
$315M 5.95%
4,913,070
3
$300M 5.66%
1,511,607
4
$237M 4.47%
10,156,769
5
$205M 3.87%
1,508,269
6
$197M 3.72%
1,349,800
7
$183M 3.45%
1,699,200
8
$174M 3.29%
920,000
9
$171M 3.24%
1,095,400
10
$155M 2.93%
2,135,000
11
$146M 2.76%
663,000
12
$104M 1.97%
914,300
13
$102M 1.92%
1,940,620
14
$93.6M 1.77%
1,600,000
15
$92.5M 1.75%
180,000
16
$85.3M 1.61%
610,800
17
$84.5M 1.6%
1,527,600
18
$78.7M 1.49%
387,000
19
$72.6M 1.37%
2,394,544
20
$65.5M 1.24%
970,154
21
$62.2M 1.17%
530,700
22
$58.6M 1.11%
1,463,300
23
$57.7M 1.09%
2,150,000
24
$56.7M 1.07%
1,053,750
25
$54.9M 1.04%
526,000
1
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