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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Shell Asset Management
Netherlands
$833K -$306K -156 -26%
OAM
452
Oppenheimer Asset Management
New York
$830K +$300K +153 +54%
GC
453
Gilbert & Cook
Iowa
$828K +$33.3K +17 +4%
AT
454
Avalon Trust
New Mexico
$812K +$49K +25 +6%
DA
455
Denali Advisors
California
$807K +$551K +281 +199%
M&T Bank
456
M&T Bank
New York
$806K -$923K -471 -53%
RBI
457
Raiffeisen Bank International
Austria
$806K +$469K +239 +129%
OIA
458
OneDigital Investment Advisors
Kansas
$805K +$461K +235 +126%
RFA
459
Resurgent Financial Advisors
Georgia
$801K +$47K +24 +6%
SRL
460
Scientech Research LLC
New Jersey
$801K +$821K +419 New
PWM
461
Perigon Wealth Management
California
$799K -$1.96K -1 -0.2%
EWM
462
Empirical Wealth Management
Washington
$791K +$325K +166 +67%
AFM
463
Anson Funds Management
Texas
$791K – – –
CPW
464
Crestmont Private Wealth
Texas
$782K +$41.2K +21 +5%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$778K -$159K -81 -17%
HAIM
466
Hunter Associates Investment Management
Pennsylvania
$773K -$19.6K -10 -2%
IVP
467
Intrinsic Value Partners
Arizona
$765K -$11.8K -6 -1%
CWM
468
Calamos Wealth Management
Illinois
$765K – – –
HCM
469
Hengehold Capital Management
Ohio
$765K +$33.3K +17 +4%
LTAS
470
Linden Thomas Advisory Services
North Carolina
$759K – – –
PMAM
471
Picton Mahoney Asset Management
Ontario, Canada
$754K +$774K +395 New
QCM
472
QRG Capital Management
Illinois
$749K +$66.7K +34 +9%
CF
473
Convergence Financial
Missouri
$738K +$757K +386 New
Luther King Capital Management (LKCM)
474
Luther King Capital Management (LKCM)
Texas
$734K – – –
SQA
475
Simon Quick Advisors
New Jersey
$734K +$167K +85 +28%