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
$6.71B
AUM Growth
+$816M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.47M
3
+$2.36M
4
WSO icon
Watsco Inc
WSO
+$453K
5
IAC icon
IAC Inc
IAC
+$370K

Top Sells

1
+$10.4M
2
+$531K
3
+$123K
4
JPM icon
JPMorgan Chase
JPM
+$102K
5
MTCH icon
Match Group
MTCH
+$151

Sector Composition

1 Financials 39.33%
2 Consumer Discretionary 14.32%
3 Industrials 11.61%
4 Communication Services 11.36%
5 Technology 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$387M 5.77%
1,114
2
$359M 5.35%
10,845,406
+7,349
3
$355M 5.29%
1,531,971
+284
4
$338M 5.03%
1,863,585
+1,205
5
$321M 4.78%
1,968,840
6
$244M 3.64%
920,000
7
$241M 3.59%
2,749,860
8
$214M 3.19%
1,350,108
+308
9
$209M 3.12%
956,740
+90
10
$203M 3.03%
755,800
11
$159M 2.37%
1,198,540
-4,000
12
$159M 2.37%
220,200
13
$131M 1.95%
885,811
14
$125M 1.86%
2,394,544
15
$119M 1.77%
724,000
16
$106M 1.59%
478,720
+100
17
$96.1M 1.43%
610,800
18
$94.5M 1.41%
588,500
19
$90.6M 1.35%
343,500
+700
20
$90.4M 1.35%
399,000
+2,000
21
$79.7M 1.19%
1,229,000
22
$75.1M 1.12%
2,150,000
23
$74.5M 1.11%
1,478,300
24
$74M 1.1%
207,400
+30
25
$71.3M 1.06%
609,500
1
2 3 4 5