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
$5.9B
AUM Growth
+$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$394K

Top Sells

1
+$525K

Sector Composition

1 Financials 38.87%
2 Consumer Discretionary 15.91%
3 Industrials 11.65%
4 Communication Services 10.14%
5 Technology 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$356M 6.05%
1,114
2
$326M 5.53%
1,531,687
3
$310M 5.26%
1,968,840
4
$288M 4.88%
10,838,057
5
$255M 4.33%
920,000
6
$231M 3.92%
1,862,380
7
$202M 3.43%
2,749,860
8
$191M 3.24%
956,650
9
$186M 3.15%
1,349,800
10
$168M 2.84%
755,800
11
$139M 2.36%
1,202,540
12
$124M 2.1%
220,200
13
$103M 1.75%
885,811
14
$103M 1.75%
724,000
15
$101M 1.71%
478,620
16
$100M 1.7%
2,394,544
17
$97.6M 1.66%
588,500
18
$92.5M 1.57%
397,000
19
$90.9M 1.54%
610,800
20
$74.6M 1.27%
2,150,000
21
$70.1M 1.19%
207,370
22
$69.9M 1.19%
609,500
23
$68.9M 1.17%
342,800
24
$68.7M 1.17%
1,478,300
25
$64.2M 1.09%
1,229,000
1
2 3 4 5