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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
401
Vanguard Personalized Indexing Management
California
$799K +$64.5K +44 +9%
LAM
402
Lakewood Asset Management
Illinois
$796K +$14.7K +10 +2%
WA
403
Waverly Advisors
Alabama
$790K -$64.5K -44 -8%
GAM
404
Gotham Asset Management
New York
$787K +$58.7K +40 +8%
RFM
405
Royal Fund Management
Florida
$785K +$8.8K +6 +1%
HWM
406
HB Wealth Management
Georgia
$777K +$532K +363 +245%
CPBTD
407
Central Pacific Bank - Trust Division
Hawaii
$776K +$754K +514 New
GC
408
Gilbert & Cook
Iowa
$774K -$29.3K -20 -4%
Neuberger Berman Group
409
Neuberger Berman Group
New York
$773K +$33.7K +23 +5%
Aviva
410
Aviva
United Kingdom
$764K -$1.47K -1 -0.2%
AAP
411
Arax Advisory Partners
Colorado
$762K +$309K +211 +73%
CWM
412
Calamos Wealth Management
Illinois
$761K
SCA
413
Sage Capital Advisors
South Dakota
$761K +$513K +350 +233%
AT
414
Avalon Trust
New Mexico
$761K +$733K +500 New
FSA
415
Financial Security Advisor
Virginia
$759K +$48.4K +33 +7%
HIS
416
Harvest Investment Services
Illinois
$739K -$27.9K -19 -4%
LOAMS
417
Lombard Odier Asset Management (Switzerland)
Switzerland
$739K +$713K +486 New
QI
418
Qtron Investments
Massachusetts
$717K
MWM
419
Mission Wealth Management
California
$706K +$680K +464 New
DPAM
420
Degroof Petercam Asset Management
Belgium
$694K
CCA
421
Conestoga Capital Advisors
Pennsylvania
$692K -$73.3K -50 -10%
RJT
422
Raymond James Trust
Florida
$692K +$16.1K +11 +2%
PAG
423
Private Advisor Group
New Jersey
$691K -$96.8K -66 -13%
WSTAM
424
Wilbanks Smith & Thomas Asset Management
Virginia
$688K
MGP
425
Metis Global Partners
California
$688K +$17.6K +12 +3%