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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
376
New England Asset Management
Connecticut
$143K – – –
IA
377
IFP Advisors
Florida
$143K +$123K +132 +733%
TCOV
378
Trust Company of Vermont
Vermont
$134K – – –
LWM
379
LBA Wealth Management
Florida
$133K – – –
PMFA
380
Plante Moran Financial Advisors
Michigan
$118K +$93.1K +100 +417%
MIC
381
MU Investments Company
Japan
$113K -$65.2K -70 -37%
Lazard Asset Management
382
Lazard Asset Management
New York
$109K – – –
Federated Hermes
383
Federated Hermes
Pennsylvania
$100K +$97.8K +105 New
NIPH
384
NN Investment Partners Holdings
Netherlands
$95K – – –
CG
385
Cutler Group
California
$95K +$93.1K +100 New
PHK
386
Point72 Hong Kong
Hong Kong
$95K +$93.1K +100 New
BFEC
387
Benjamin F. Edwards & Company
Missouri
$87K +$52.1K +56 +160%
MFS
388
MSI Financial Services
Massachusetts
$84K +$46.6K +50 +132%
GWM
389
Geneos Wealth Management
Colorado
$82K – – –
WI
390
Wintrust Investments
Illinois
$82K +$569K +611 New
CHC
391
City Holding Co
West Virginia
$76K +$25.1K +27 +44%
Toronto Dominion Bank
392
Toronto Dominion Bank
Ontario, Canada
$73K – – –
BBHC
393
Brown Brothers Harriman & Co
New York
$66K +$64.3K +69 New
PCP
394
Proficio Capital Partners
Massachusetts
$65K +$60.5K +65 +2,167%
TWA
395
TCI Wealth Advisors
Arizona
$62K – – –
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$60K +$931 +1 +2%
CFA
397
Carroll Financial Associates
North Carolina
$54K – – –
DOA
398
D'Orazio & Associates
Virginia
$48K – – –
HCM
399
Highlander Capital Management
New Jersey
$48K – – –
KLI
400
Kelman-Lazarov Inc
Tennessee
$47.1K – – –