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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
301
Buffington Mohr McNeal
Idaho
$1.14M
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$1.13M +$183K +133 +18%
SW
303
Solidarity Wealth
Utah
$1.08M +$290K +211 +34%
PAM
304
Panagora Asset Management
Massachusetts
$1.07M
KAS
305
Kestra Advisory Services
Texas
$1.05M -$11K -8 -1%
EWM
306
Empirical Wealth Management
Washington
$1.04M -$3.16M -2,304 -74%
FCMC
307
Founders Capital Management (Connecticut)
Connecticut
$1.04M
HLOC
308
H.L. Ormond & Company
North Carolina
$1.03M -$32.9K -24 -3%
Nordea Investment Management
309
Nordea Investment Management
Sweden
$1.02M +$83.7K +61 +8%
FIM
310
Fruth Investment Management
Texas
$1.02M
MAM
311
Meeder Asset Management
Ohio
$1.01M +$1.03M +752 +2,686%
RWM
312
RKL Wealth Management
Pennsylvania
$1.01M
Swedbank
313
Swedbank
Sweden
$1,000K -$137K -100 -11%
WT
314
Whittier Trust
California
$984K
MSFS
315
Main Street Financial Solutions
Pennsylvania
$972K +$1.03M +748 New
SIC
316
Salem Investment Counselors
North Carolina
$970K
NIM
317
Needham Investment Management
New York
$970K +$1.03M +750 New
GT
318
Glenmede Trust
Pennsylvania
$969K +$64.5K +47 +7%
DCM
319
Dupont Capital Management
Delaware
$957K -$439K -320 -30%
PWP
320
Principle Wealth Partners
Connecticut
$953K
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$936K -$5.49K -4 -0.5%
CP
322
Corbenic Partners
Pennsylvania
$931K
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$905K
BTWM
324
Baker Tilly Wealth Management
Wisconsin
$905K +$26.1K +19 +3%
KS
325
Karpas Strategies
Connecticut
$903K