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
$8.43B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.6M
3
+$9.49M
4
THG icon
Hanover Insurance
THG
+$7.03M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.26M

Top Sells

1
+$40.3M
2
+$17.8M
3
+$9.75M
4
SHAK icon
Shake Shack
SHAK
+$2.21M

Sector Composition

1 Financials 42.72%
2 Industrials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 9.77%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$589M 6.99%
1,114
2
$541M 6.41%
1,531,971
3
$493M 5.85%
10,781,372
4
$384M 4.56%
2,749,860
5
$323M 3.83%
1,981,360
+11,000
6
$314M 3.73%
755,800
7
$275M 3.27%
920,000
8
$274M 3.25%
1,350,208
9
$264M 3.13%
1,922,665
+42,500
10
$213M 2.53%
961,105
+3,065
11
$211M 2.5%
1,206,990
+8,450
12
$178M 2.11%
1,077,821
+15,150
13
$168M 2%
220,200
14
$156M 1.85%
1,229,000
15
$148M 1.76%
479,980
16
$133M 1.58%
724,000
17
$132M 1.57%
2,394,544
18
$132M 1.57%
1,463,300
19
$128M 1.51%
418,750
20
$119M 1.42%
2,150,000
21
$119M 1.41%
588,980
22
$114M 1.35%
343,860
23
$108M 1.28%
610,800
24
$105M 1.25%
618,800
+9,300
25
$94.2M 1.12%
390,500
+3,500
1
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