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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$404K -$5.17K -5 -1%
GC
302
Gratus Capital
Georgia
$398K -$2.07K -2 -0.5%
SEI Investments
303
SEI Investments
Pennsylvania
$394K +$41.4K +40 +12%
Pacer Advisors
304
Pacer Advisors
Pennsylvania
$392K +$40.3K +39 +12%
LIA
305
LS Investment Advisors
Michigan
$389K
RG
306
Rathbones Group
United Kingdom
$381K +$103K +100 +39%
First Trust Advisors
307
First Trust Advisors
Illinois
$378K -$1.81M -1,748 -83%
SAM
308
Silvercrest Asset Management
New York
$378K
EWM
309
Evercore Wealth Management
New York
$371K
William Blair & Company
310
William Blair & Company
Illinois
$347K +$24.8K +24 +8%
CL
311
Choreo LLC
Illinois
$341K -$15.5K -15 -4%
GC
312
Guggenheim Capital
Illinois
$336K +$93.1K +90 +40%
Truist Financial
313
Truist Financial
North Carolina
$322K +$4.14K +4 +1%
Macquarie Group
314
Macquarie Group
Australia
$321K
BAM
315
Brave Asset Management
New Jersey
$320K -$103K -100 -25%
LS
316
Livforsakringsbolaget Skandia
Sweden
$320K
RCA
317
Rowland Carmichael Advisors
Arizona
$320K
VC
318
Vicus Capital
Pennsylvania
$320K
YMRC
319
Yorktown Management & Research Company
Virginia
$320K
AP
320
AHL Partners
United Kingdom
$318K +$308K +298 New
LWIC
321
Leith Wheeler Investment Counsel
British Columbia, Canada
$313K
EWA
322
Exencial Wealth Advisors
Oklahoma
$310K -$30K -29 -9%
WI
323
Wintrust Investments
Illinois
$304K -$130K -126 -31%
SB
324
Suntrust Banks
Georgia
$301K -$75.5K -73 -21%
FHA
325
Flagship Harbor Advisors
Massachusetts
$295K