MG
Markel Group Portfolio holdings
AUM
$11.8B
1-Year Est. Return
20.14%
1 Year Est. Return
+20.14%
AUM
$11.3B
AUM Growth
-$82.8M
(-0.73%)
Holding
135
Top Buys
| 1 | +$8.18M | |
| 2 | +$6.62M | |
| 3 | +$6.05M | |
| 4 |
Archer Daniels Midland
ADM
|
+$3.7M |
| 5 |
Yum! Brands
YUM
|
+$3.14M |
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
Berkshire Hathaway Class A
BRK.A
$1.06T
| $889M | 7.9% |
1,114
|
|
||
|
2
Berkshire Hathaway Class B
BRK.B
$1.06T
| $816M | 7.25% |
1,531,971
|
|
||
3
Brookfield
BN
$99B
| $457M | 4.06% |
8,715,741
|
|
||
4
Alphabet (Google) Class C
GOOG
$3.04T
| $430M | 3.81% |
2,749,860
|
|
||
5
Deere & Co
DE
$123B
| $412M | 3.66% |
877,700
+2,750
|
|
||
6
Amazon
AMZN
$2.27T
| $386M | 3.43% |
2,030,760
|
|
||
7
Visa
V
$660B
| $350M | 3.11% |
999,285
|
|
||
8
Home Depot
HD
$388B
| $337M | 2.99% |
920,000
|
|
||
9
Watsco Inc
WSO
$14.9B
| $300M | 2.67% |
590,500
|
|
||
10
Apple
AAPL
$3.7T
| $273M | 2.42% |
1,227,290
|
|
||
11
Analog Devices
ADI
$117B
| $235M | 2.09% |
1,167,671
|
|
||
12
Progressive
PGR
$131B
| $213M | 1.89% |
753,750
|
|
||
13
Blackrock
BLK
$181B
| $208M | 1.85% |
220,200
|
|
||
14
Walt Disney
DIS
$200B
| $201M | 1.78% |
2,031,665
|
|
||
15
Goldman Sachs
GS
$232B
| $196M | 1.74% |
359,360
|
|
||
16
Microsoft
MSFT
$3.79T
| $196M | 1.74% |
522,730
+3,250
|
|
||
17
RLI Corp
RLI
$5.49B
| $192M | 1.71% |
2,394,544
|
|
||
18
Marsh & McLennan
MMC
$93.1B
| $181M | 1.61% |
743,500
+8,000
|
|
||
19
LPL Financial
LPLA
$26.6B
| $176M | 1.57% |
539,104
+6,700
|
|
||
20
Blackstone
BX
$123B
| $172M | 1.53% |
1,229,000
|
|
||
21
KKR & Co
KKR
$105B
| $168M | 1.49% |
1,451,800
|
|
||
22
Lowe's Companies
LOW
$137B
| $165M | 1.47% |
708,230
+6,750
|
|
||
23
Meta Platforms (Facebook)
META
$1.78T
| $161M | 1.43% |
280,081
+1,700
|
|
||
24
Novo Nordisk
NVO
$239B
| $149M | 1.33% |
2,150,000
|
|
||
25
Diageo
DEO
$54B
| $143M | 1.27% |
1,366,708
|
|