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
$6.77B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.76M
3
+$4.2M
4
GS icon
Goldman Sachs
GS
+$3.66M
5
THG icon
Hanover Insurance
THG
+$3.33M

Top Sells

1
+$6.66M
2
+$3.18M

Sector Composition

1 Financials 41.37%
2 Industrials 12.72%
3 Consumer Discretionary 12%
4 Technology 9.81%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$453M 6.68%
1,114
2
$409M 6.04%
1,531,971
3
$356M 5.26%
10,781,372
4
$264M 3.9%
2,749,860
5
$254M 3.75%
920,000
6
$252M 3.72%
755,800
7
$229M 3.38%
1,350,208
8
$224M 3.31%
1,983,360
+2,000
9
$188M 2.77%
1,991,665
+25,000
10
$171M 2.52%
962,779
11
$167M 2.46%
1,206,990
12
$152M 2.24%
1,090,071
+7,000
13
$123M 1.81%
2,394,544
14
$121M 1.79%
220,200
15
$119M 1.76%
462,250
+18,500
16
$118M 1.74%
1,463,300
17
$112M 1.65%
596,980
+6,500
18
$112M 1.65%
724,000
19
$112M 1.65%
479,980
20
$107M 1.58%
2,150,000
21
$105M 1.55%
357,360
+12,500
22
$103M 1.52%
1,229,000
23
$99.8M 1.47%
610,800
24
$93.8M 1.38%
628,500
+3,900
25
$87.6M 1.29%
753,750
1
2 3 4 5