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
$5.26B
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.09M
3
+$7.88M
4
COF icon
Capital One
COF
+$7.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.85M

Top Sells

1
+$46.3M
2
+$14.5M
3
+$11.2M
4
FDS icon
Factset
FDS
+$9.57M
5
PCAR icon
PACCAR
PCAR
+$8.41M

Sector Composition

1 Financials 33.1%
2 Consumer Discretionary 18.26%
3 Industrials 12.02%
4 Healthcare 10.06%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$327M 6.22%
1,094
+6
2
$304M 5.78%
4,913,070
3
$302M 5.74%
1,512,702
+1,095
4
$216M 4.11%
10,360,995
+204,226
5
$205M 3.9%
1,508,269
6
$183M 3.47%
1,349,800
7
$175M 3.33%
1,742,700
+43,500
8
$170M 3.23%
1,095,400
9
$164M 3.12%
920,000
10
$142M 2.7%
663,000
11
$140M 2.66%
2,135,000
12
$123M 2.33%
1,694,400
+94,400
13
$110M 2.09%
920,400
+6,100
14
$107M 2.03%
2,073,480
+132,860
15
$102M 1.93%
187,600
+7,600
16
$85.5M 1.63%
387,000
17
$84.9M 1.61%
1,527,600
18
$78.3M 1.49%
610,800
19
$75.9M 1.44%
2,394,544
20
$63.5M 1.21%
1,463,300
21
$60.2M 1.14%
530,700
22
$59.7M 1.14%
575,000
+49,000
23
$58.9M 1.12%
970,154
24
$55.2M 1.05%
1,057,000
25
$53.6M 1.02%
587,811
+50,000
1
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