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
$8.74B
AUM Growth
+$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$7.85M
3
+$7.66M
4
HCSG icon
Healthcare Services Group
HCSG
+$5.07M
5
FDX icon
FedEx
FDX
+$4.53M

Top Sells

1
+$8.81M
2
+$1.62M
3
+$1.48M
4
DHI icon
D.R. Horton
DHI
+$1.18M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.01M

Sector Composition

1 Financials 41.02%
2 Consumer Discretionary 13.89%
3 Industrials 11.34%
4 Communication Services 10.07%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$526M 6.02%
10,781,372
2
$502M 5.75%
1,114
3
$458M 5.24%
1,531,971
4
$398M 4.55%
2,749,860
5
$382M 4.37%
920,000
6
$328M 3.76%
1,970,360
7
$297M 3.4%
1,350,208
8
$291M 3.33%
1,880,165
+16,000
9
$259M 2.97%
755,800
10
$213M 2.44%
1,198,540
11
$208M 2.38%
958,040
12
$202M 2.31%
220,200
13
$187M 2.14%
1,062,671
+5,250
14
$161M 1.85%
479,980
15
$159M 1.82%
1,229,000
16
$152M 1.74%
588,980
17
$136M 1.56%
724,000
18
$134M 1.54%
2,394,544
19
$132M 1.51%
343,860
20
$131M 1.5%
418,750
+4,500
21
$120M 1.38%
2,150,000
22
$106M 1.21%
609,500
23
$106M 1.21%
1,417,300
+1,000
24
$104M 1.2%
610,800
25
$98.9M 1.13%
1,463,300
1
2 3 4 5