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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$19K – – –
SSB
402
Sandy Spring Bank
Maryland
$19K – – –
SAM
403
Solaris Asset Management
New York
$19K +$18.7K +20 New
PCM
404
Penserra Capital Management
California
$18K +$7.46K +8 +67%
RFA
405
Reilly Financial Advisors
California
$14K – – –
WIC
406
Woodmont Investment Counsel
Tennessee
$14K +$14K +15 New
KT
407
Kanaly Trust
Texas
$12K – – –
VNA
408
Valley National Advisers
Pennsylvania
$11K – – –
DAM
409
Delta Asset Management
Tennessee
$10K – – –
SFG
410
SevenBridge Financial Group
Pennsylvania
$10K – – –
DPA
411
Delphi Private Advisors
California
$8K -$13.1K -14 -61%
VCM
412
Versant Capital Management
Arizona
$8K +$933 +1 +13%
OC
413
Oakworth Capital
Alabama
$7K – – –
ATC
414
Adirondack Trust Company
New York
$5K – – –
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
SA
416
SRH Advisors
Kansas
$5K – – –
WTB
417
Washington Trust Bank
Washington
$4K +$3.73K +4 New
IWMPD
418
Integrated Wealth Management (Palm Desert)
California
$2K -$3.73K -4 -67%
ASN
419
Advisory Services Network
Georgia
$2K +$1.87K +2 New
RWM
420
Raffa Wealth Management
District of Columbia
$929 – – –
Millennium Management
421
Millennium Management
New York
– -$3.06M -3,207 Closed
VIA
422
Vident Investment Advisory
Georgia
– -$2.47M -2,595 Closed
Jennison Associates
423
Jennison Associates
New York
– -$2.42M -2,545 Closed
DCM
424
Dupont Capital Management
Delaware
– -$2.38M -2,500 Closed
HMS
425
Hanseatic Management Services
New Mexico
– -$1.3M -1,366 Closed