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
$10.1B
AUM Growth
+$941M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.37M
3
+$4.7M
4
URI icon
United Rentals
URI
+$4.69M
5
FERG icon
Ferguson
FERG
+$4.15M

Top Sells

1
+$33.3M
2
+$1.86M

Sector Composition

1 Financials 43.54%
2 Industrials 13.55%
3 Consumer Discretionary 12.16%
4 Communication Services 9.52%
5 Technology 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$707M 6.97%
1,114
2
$644M 6.35%
1,531,971
3
$419M 4.13%
2,749,860
4
$366M 3.61%
2,030,760
5
$365M 3.6%
8,715,741
6
$353M 3.48%
920,000
7
$338M 3.34%
823,800
+26,000
8
$279M 2.75%
999,285
9
$276M 2.72%
2,150,000
10
$249M 2.45%
2,031,665
11
$245M 2.41%
566,250
+9,500
12
$231M 2.28%
1,167,471
+3,500
13
$212M 2.09%
502,830
+4,350
14
$210M 2.08%
1,227,190
+1,300
15
$202M 2%
1,360,408
+5,700
16
$184M 1.81%
220,200
17
$178M 1.75%
2,394,544
18
$169M 1.67%
663,480
+6,500
19
$161M 1.59%
1,229,000
20
$156M 1.54%
753,750
21
$150M 1.48%
359,360
22
$146M 1.44%
1,451,800
23
$143M 1.41%
694,000
+9,500
24
$130M 1.28%
267,681
+3,000
25
$126M 1.24%
724,000
1
2 3 4 5