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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
251
RKL Wealth Management
Pennsylvania
$864K – – –
FIM
252
Foresters Investment Management
New York
$833K +$130K +119 +19%
JMPWA
253
JP Morgan Private Wealth Advisors
California
$831K +$237K +217 +42%
TU
254
TDAM USA
Ontario, Canada
$824K -$709K -649 -47%
V
255
Veritable
Delaware
$813K +$297K +272 +62%
BAS
256
Brown Advisory Securities
Maryland
$802K +$18.6K +17 +2%
KS
257
Karpas Strategies
Connecticut
$795K – – –
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$778K +$747K +683 New
Baird Financial Group
259
Baird Financial Group
Wisconsin
$773K +$31.7K +29 +4%
EFS
260
Essex Financial Services
Connecticut
$772K – – –
PCI
261
Pacifica Capital Investments
Texas
$760K – – –
VIA
262
Vident Investment Advisory
Georgia
$759K +$159K +145 +28%
ST
263
Smithfield Trust
Pennsylvania
$741K -$3.28K -3 -0.5%
GIA
264
GHP Investment Advisors
Colorado
$740K – – –
AAM
265
Aureus Asset Management
Massachusetts
$729K -$164K -150 -19%
UCFA
266
United Capital Financial Advisors
Texas
$728K -$86.4K -79 -11%
PM
267
Parametrica Management
Hong Kong
$720K +$197K +180 +40%
Mariner
268
Mariner
Kansas
$710K -$361K -330 -35%
CCM
269
Check Capital Management
California
$695K -$2.19K -2 -0.3%
LNC
270
Lincoln National Corp
Pennsylvania
$688K +$660K +604 New
Chevy Chase Trust
271
Chevy Chase Trust
Maryland
$688K +$683K +625 New
YL
272
YCG LLC
Texas
$683K -$219K -200 -25%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$661K -$17.5K -16 -3%
QC
274
Quadrature Capital
United Kingdom
$651K -$1.07M -981 -63%
FMW
275
Farr Miller & Washington
District of Columbia
$645K – – –