Which New Zealand managed funds hold Markel Corp?

28 New Zealand managed funds hold Markel Corp as a direct holding, across 10 fund managers. Weights range from 0.000% to 3.86% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Markel Corp indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Markel Corp?

Stewart Investors Worldwide Leaders Fund has the largest direct holding at 3.86% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Markel Corp?

28 funds hold Markel Corp directly, across 10 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Markel Corp indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Stewart Investors Worldwide Leaders Fund	Stewart Investors	3.86%
Pie Global Growth Fund 2	Pie Funds	0.280%
Evidential Sustainable Targeted Factor Fund	Evidential	0.170%
Mercer Responsible Global Shares Fund	Mercer	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Simplicity Unhedged Global Share Fund	Simplicity	0.040%
Mercer All Country Global Shares Index Fund	Mercer	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
ACI Growth Fund	AACI	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Booster Shielded Growth Fund	Booster	0.020%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding Markel Corp usually also hold

Companies that appear alongside Markel Corp in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Markel Corp — shown so you can check the grouping rather than take it on trust.

MARKEL CORPORATION
MARKEL GROUP INC
Markel Corp
Markel Ord Shs

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