MG

Markel Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$6.62M
3
+$6.05M
4
ADM icon
Archer Daniels Midland
ADM
+$3.7M
5
YUM icon
Yum! Brands
YUM
+$3.14M

Top Sells

1
+$10.4M

Sector Composition

1 Financials 47.76%
2 Industrials 13.94%
3 Consumer Discretionary 11.43%
4 Technology 8.52%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$889M 7.9%
1,114
2
$816M 7.25%
1,531,971
3
$457M 4.06%
13,073,612
4
$430M 3.81%
2,749,860
5
$412M 3.66%
877,700
+2,750
6
$386M 3.43%
2,030,760
7
$350M 3.11%
999,285
8
$337M 2.99%
920,000
9
$300M 2.67%
590,500
10
$273M 2.42%
1,227,290
11
$235M 2.09%
1,167,671
12
$213M 1.89%
753,750
13
$208M 1.85%
220,200
14
$201M 1.78%
2,031,665
15
$196M 1.74%
359,360
16
$196M 1.74%
522,730
+3,250
17
$192M 1.71%
2,394,544
18
$181M 1.61%
743,500
+8,000
19
$176M 1.57%
539,104
+6,700
20
$172M 1.53%
1,229,000
21
$168M 1.49%
1,451,800
22
$165M 1.47%
708,230
+6,750
23
$161M 1.43%
280,081
+1,700
24
$149M 1.33%
2,150,000
25
$143M 1.27%
1,366,708
1
2 3 4 5