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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
FMW
301
Farr Miller & Washington
District of Columbia
$460K +$14K +15 +3%
RCAMU
302
Rothschild & Co Asset Management US
Connecticut
$457K +$67K +72 +18%
DG
303
Davidson & Garrard
Virginia
$454K – – –
RJT
304
Raymond James Trust
Florida
$444K -$45.6K -49 -9%
AIG
305
American International Group
New York
$435K -$181K -194 -30%
SWP
306
Stratos Wealth Partners
Ohio
$427K +$107K +115 +35%
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$422K -$493K -529 -54%
DADC
308
D.A. Davidson & Co
Montana
$421K +$18.6K +20 +5%
AUB
309
Atlantic Union Bankshares
Virginia
$417K +$408K +438 New
WP
310
WealthPLAN Partners
Nebraska
$416K +$812K +872 New
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$410K -$30.7K -33 -7%
DAC
312
Dividend Assets Capital
South Carolina
$410K – – –
EWM
313
Evercore Wealth Management
New York
$409K – – –
CB
314
Commerce Bank
Missouri
$404K – – –
MIM
315
Miller Investment Management
Pennsylvania
$393K – – –
MLICM
316
Metropolitan Life Insurance Company (MetLife)
New York
$386K -$63.3K -68 -14%
AB
317
Amalgamated Bank
New York
$384K +$3.73K +4 +1%
BAM
318
Brave Asset Management
New Jersey
$381K – – –
CAM
319
Chesapeake Asset Management
New York
$381K – – –
YMRC
320
Yorktown Management & Research Company
Virginia
$381K – – –
NCM
321
Northroad Capital Management
New York
$379K -$16.8K -18 -4%
FQ
322
First Quadrant
California
$373K – – –
BONST
323
Bank of Nova Scotia Trust
Ontario, Canada
$367K – – –
AT
324
Arden Trust
Delaware
$364K -$28.9K -31 -8%
AP
325
AHL Partners
United Kingdom
$364K +$51.2K +55 +17%