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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Madison Wealth Management
Ohio
$710K – – –
Swedbank
352
Swedbank
Sweden
$703K -$153K -125 -16%
ST
353
Smithfield Trust
Pennsylvania
$686K -$48.8K -40 -6%
DCM
354
Dupont Capital Management
Delaware
$683K -$134K -110 -15%
AIM
355
Aigen Investment Management
New York
$677K +$367K +301 +93%
BFA
356
Buttonwood Financial Advisors
Maryland
$660K -$2.44K -2 -0.3%
LCOV
357
London Company of Virginia
Virginia
$658K – – –
SIRP
358
Shelter Insurance Retirement Plan
Missouri
$651K – – –
EWA
359
Encompass Wealth Advisors
Oregon
$651K +$336K +275 +85%
RCA
360
Resonant Capital Advisors
Wisconsin
$646K -$23.2K -19 -3%
THWM
361
Taylor Hoffman Wealth Management
Virginia
$639K – – –
BFG
362
Beacon Financial Group
Texas
$637K +$15.9K +13 +2%
Neuberger Berman Group
363
Neuberger Berman Group
New York
$628K +$75.6K +62 +12%
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$619K +$477K +391 +216%
CCA
365
Conestoga Capital Advisors
Pennsylvania
$618K – – –
TCOV
366
Trust Company of Vermont
Vermont
$618K – – –
X
367
Xponance
Pennsylvania
$616K +$2.44K +2 +0.4%
SAM
368
Silvercrest Asset Management
New York
$609K +$183K +150 +36%
TCM
369
Tributary Capital Management
Nebraska
$606K +$104K +85 +18%
OC
370
Oppenheimer & Co
New York
$604K -$17.1K -14 -2%
VCA
371
Verdence Capital Advisors
Maryland
$597K -$83K -68 -11%
GT
372
Glenview Trust
Kentucky
$583K – – –
CCP
373
Carmel Capital Partners
California
$580K +$57.3K +47 +10%
GCP
374
GSA Capital Partners
United Kingdom
$569K +$433K +355 +209%
MGP
375
Metis Global Partners
California
$568K +$43.9K +36 +7%