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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
351
Winthrop Advisory Group
Massachusetts
$393K – – –
JG
352
Jefferies Group
New York
$389K +$385K +327 New
NIM
353
Needham Investment Management
New York
$386K – – –
Baird Financial Group
354
Baird Financial Group
Wisconsin
$383K -$117K -99 -23%
WP
355
WealthPLAN Partners
Nebraska
$382K – – –
BBHC
356
Brown Brothers Harriman & Co
New York
$380K +$16.5K +14 +5%
BSW
357
Buckingham Strategic Wealth
Missouri
$360K -$7.06K -6 -2%
BAM
358
Brave Asset Management
New Jersey
$357K – – –
CIA
359
Choate Investment Advisors
Massachusetts
$357K – – –
VC
360
Vicus Capital
Pennsylvania
$357K – – –
YMRC
361
Yorktown Management & Research Company
Virginia
$357K – – –
QIM
362
Quantitative Investment Management
Virginia
$356K +$353K +300 New
LIA
363
LS Investment Advisors
Michigan
$322K -$37.7K -32 -11%
AI
364
Atria Investments
North Carolina
$317K +$314K +267 New
AIM
365
Allen Investment Management
New York
$311K – – –
CCM
366
Chilton Capital Management
Texas
$311K – – –
ELC
367
Edgar Lomax Company
Virginia
$309K – – –
PM
368
Parametrica Management
Hong Kong
$309K +$306K +260 New
EWA
369
Exencial Wealth Advisors
Oklahoma
$308K +$16.5K +14 +6%
BCM
370
BlueCrest Capital Management
Jersey
$304K -$347K -295 -54%
NFGCM
371
Norman Fields Gottscho Capital Management
New York
$297K – – –
SC
372
Savant Capital
Illinois
$297K – – –
TNBTD
373
Trustmark National Bank Trust Department
Mississippi
$297K – – –
FHA
374
Flagship Harbor Advisors
Massachusetts
$293K -$15.3K -13 -5%
CCA
375
Checchi Capital Advisers
California
$291K +$4.71K +4 +2%