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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
251
Pathstone Family Office
New Jersey
$53K +$52.4K +100 New
CBOA
252
Commonwealth Bank of Australia
Australia
$47K +$46.6K +89 New
FHA
253
First Horizon Advisors
Tennessee
$38K +$38.2K +73 New
IWC
254
Integrated Wealth Counsel
California
$36K +$35.6K +68 New
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
$32K +$31.4K +60 New
MA
256
MUFG Americas
New York
$29K +$28.8K +55 New
HCM
257
Highlander Capital Management
New Jersey
$26.3K +$26.2K +50 New
PTC
258
Private Trust Company
Ohio
$26K +$26.2K +50 New
WA
259
WFG Advisors
Texas
$21K +$20.4K +39 New
PVH
260
Psagot Value Holdings
Israel
$18K +$18.3K +35 New
Jones Financial Companies
261
Jones Financial Companies
Missouri
$17K +$16.8K +32 New
GT
262
Glenmede Trust
Pennsylvania
$17K +$17.3K +33 New
BGIM
263
Brandywine Global Investment Management
Pennsylvania
$14K +$13.6K +26 New
PSI
264
Pinnacle Summer Investments
Virginia
$13K +$12.6K +24 New
Creative Planning
265
Creative Planning
Kansas
$11K +$10.5K +20 New
WRM
266
Westport Resources Management
Connecticut
$9K +$8.9K +17 New
PAS
267
Partnervest Advisory Services
California
$9K +$9.43K +18 New
TWA
268
TCI Wealth Advisors
Arizona
$8K +$7.85K +15 New
FA
269
Financial Advantage
Maryland
$6K +$6.28K +12 New
FTUS
270
Flow Traders U.S.
New York
$1K +$524 +1 New