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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
401
Winthrop Advisory Group
Massachusetts
$391K
Cerity Partners
402
Cerity Partners
New York
$388K
EWA
403
Encompass Wealth Advisors
Oregon
$388K
FC
404
Financial Consulate
Maryland
$384K +$44.4K +36 +13%
BRG
405
Bay Rivers Group
Virginia
$382K +$395K +320 New
LNB
406
Ledyard National Bank
$370K
BCV
407
Banque Cantonale Vaudoise
Switzerland
$362K
BG
408
Bellevue Group
Switzerland
$359K
RG
409
Rathbones Group
United Kingdom
$356K
WA
410
Wambolt & Associates
Colorado
$344K -$190K -154 -35%
WAM
411
World Asset Management
Michigan
$344K -$11.1K -9 -3%
HIMC
412
Heritage Investors Management Corp
Maryland
$344K +$355K +288 New
KIC
413
Keating Investment Counselors
Florida
$342K
II
414
Inspire Investing
Idaho
$341K -$92.5K -75 -21%
WP
415
WealthPLAN Partners
Nebraska
$336K -$24.7K -20 -7%
RIM
416
Redpoint Investment Management
Australia
$333K +$74K +60 +27%
PA
417
Parallel Advisors
California
$332K +$291K +236 +562%
PA
418
Procyon Advisors
Connecticut
$330K
QCM
419
Quantinno Capital Management
New York
$330K +$1.23K +1 +0.4%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$318K -$7.4K -6 -2%
IWC
421
Integrated Wealth Concepts
Massachusetts
$316K +$325K +264 New
MGWM
422
Marks Group Wealth Management
Minnesota
$313K -$2.47K -2 -0.8%
AIM
423
Allen Investment Management
New York
$313K
Allianz Asset Management
424
Allianz Asset Management
Germany
$311K +$321K +260 New
AC
425
Avestar Capital
New York
$310K -$29.6K -24 -8%