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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
376
Erste Asset Management
Austria
$483K – – –
WANY
377
Wealthspire Advisors (New York)
New York
$477K +$492K +399 New
HVP
378
Hudson Value Partners
Florida
$472K – – –
AAM
379
Autus Asset Management
Arizona
$465K +$480K +389 New
CS
380
Candriam SCA
Luxembourg
$464K -$376K -305 -44%
VIA
381
Vident Investment Advisory
Georgia
$458K +$472K +383 New
IRF
382
IBM Retirement Fund
New York
$454K +$3.7K +3 +0.8%
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
$449K -$498K -404 -52%
BMCM
384
Burns Matteson Capital Management
New York
$449K +$464K +376 New
SHA
385
Seneca House Advisors
Virginia
$447K +$461K +374 New
X
386
Xponance
Pennsylvania
$446K -$76.4K -62 -14%
PC
387
Pecaut & Co
Iowa
$446K – – –
SG
388
Stonnington Group
California
$443K -$166K -135 -28%
PGA
389
Portland Global Advisors
Maine
$442K -$67.8K -55 -13%
BSW
390
Buckingham Strategic Wealth
Missouri
$439K +$13.6K +11 +3%
ACM
391
Adalta Capital Management
New York
$430K – – –
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$419K +$69K +56 +19%
Vontobel Holding
393
Vontobel Holding
Switzerland
$417K +$98.6K +80 +30%
PP
394
Pegasus Partners
Wisconsin
$414K -$154K -125 -27%
BBI
395
Baxter Bros Inc
Connecticut
$414K +$427K +346 New
Baird Financial Group
396
Baird Financial Group
Wisconsin
$408K +$22.2K +18 +6%
SI
397
Stephens Inc
Arkansas
$405K -$70.3K -57 -14%
PAS
398
Park Avenue Securities
New York
$403K +$51.8K +42 +14%
RJT
399
Raymond James Trust
Florida
$398K -$17.3K -14 -4%
BEC
400
Blue Edge Capital
Virginia
$398K – – –