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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BEC
401
Blue Edge Capital
Virginia
$395K
PP
402
Paloma Partners
Connecticut
$392K -$3.71M -3,099 -90%
SFM
403
Systematic Financial Management
New Jersey
$390K
WAG
404
Winthrop Advisory Group
Massachusetts
$388K
Cerity Partners
405
Cerity Partners
New York
$386K -$36K -30 -8%
GAM
406
Gotham Asset Management
New York
$386K -$2.4K -2 -0.6%
EWA
407
Encompass Wealth Advisors
Oregon
$385K
Baird Financial Group
408
Baird Financial Group
Wisconsin
$383K +$8.39K +7 +2%
GC
409
Gilbert & Cook
Iowa
$379K +$12K +10 +3%
DTL
410
Dynamic Technology Lab
Singapore
$377K +$381K +318 New
WP
411
WealthPLAN Partners
Nebraska
$371K
LNB
412
Ledyard National Bank
$368K
BCV
413
Banque Cantonale Vaudoise
Switzerland
$359K
BG
414
Bellevue Group
Switzerland
$356K -$120K -100 -25%
RG
415
Rathbones Group
United Kingdom
$354K
WAM
416
World Asset Management
Michigan
$352K -$20.4K -17 -5%
PAS
417
Park Avenue Securities
New York
$350K -$27.6K -23 -7%
BTWM
418
Baker Tilly Wealth Management
Wisconsin
$350K +$7.19K +6 +2%
KIC
419
Keating Investment Counselors
Florida
$339K
FC
420
Financial Consulate
Maryland
$338K +$42K +35 +14%
AC
421
Avestar Capital
New York
$336K +$339K +283 New
TC
422
TwinBeech Capital
New York
$336K +$339K +283 New
PA
423
Procyon Advisors
Connecticut
$328K
QCM
424
Quantinno Capital Management
New York
$326K
MCG
425
MACRO Consulting Group
New Jersey
$326K +$5.99K +5 +2%