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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
401
First Personal Financial Services
North Carolina
$39K +$38.2K +41 New
WOC
402
West Oak Capital
California
$38.1K +$37.3K +40 New
SAMC
403
Shinko Asset Management Company
Japan
$37K – – –
IIC
404
Integrated Investment Consultants
Michigan
$34K +$18.6K +20 +125%
CCM
405
Cribstone Capital Management
Maine
$27K +$26.1K +28 New
S
406
SignatureFD
Georgia
$25K – – –
SI
407
Sentry Investments
Ontario, Canada
$24K -$6.7M -7,200 -22%
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
WA
409
WFG Advisors
Texas
$24K – – –
DPA
410
Delphi Private Advisors
California
$22K -$2.79K -3 -12%
PVH
411
Psagot Value Holdings
Israel
$22K – – –
DSC
412
Duncker Streett & Co
Missouri
$20K – – –
AC
413
Alexandria Capital
Virginia
$19K – – –
SSB
414
Sandy Spring Bank
Maryland
$19K – – –
JCM
415
Jacobi Capital Management
Pennsylvania
$19K +$18.6K +20 New
RFA
416
Reilly Financial Advisors
California
$14K – – –
NSIM
417
North Star Investment Management
Illinois
$13K +$13K +14 New
KT
418
Kanaly Trust
Texas
$12K – – –
VNA
419
Valley National Advisers
Pennsylvania
$11K – – –
PCM
420
Penserra Capital Management
California
$11K +$3.73K +4 +50%
BCMIO
421
Beacon Capital Management Inc (Ohio)
Ohio
$10K – – –
DAM
422
Delta Asset Management
Tennessee
$10K – – –
SFG
423
SevenBridge Financial Group
Pennsylvania
$10K +$10.2K +11 New
OC
424
Oakworth Capital
Alabama
$8K – – –
VCM
425
Versant Capital Management
Arizona
$7K – – –
14 15 16
17
18