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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
501
Financial Security Advisor
Virginia
$748K -$31.7K -17 -4%
GT
502
Greenleaf Trust
Michigan
$748K +$142K +76 +25%
FFA
503
Farther Finance Advisors
California
$732K +$131K +70 +23%
IVP
504
Intrinsic Value Partners
Arizona
$728K -$18.7K -10 -3%
WFI
505
West Family Investments
California
$728K +$697K +373 New
DTL
506
Dynamic Technology Lab
Singapore
$727K +$695K +372 New
NDSIB
507
North Dakota State Investment Board
North Dakota
$723K +$18.7K +10 +3%
ACA
508
Aptus Capital Advisors
Alabama
$723K +$57.9K +31 +9%
ERSOT
509
Employees Retirement System of Texas
Texas
$719K +$687K +368 New
EWA
510
EP Wealth Advisors
California
$717K +$85.9K +46 +14%
QWM
511
Quadcap Wealth Management
Texas
$713K -$5.6K -3 -0.8%
EPM
512
Elm Partners Management
Pennsylvania
$711K – – –
LA
513
Legacy Advisors
Pennsylvania
$707K -$1.87K -1 -0.3%
RC
514
Rexford Capital
Texas
$707K – – –
UM
515
UniSuper Management
Australia
$703K +$261K +140 +64%
SRC
516
Shufro Rose & Co
New York
$703K +$672K +360 New
THCM
517
Taylor Hoffman Capital Management
Virginia
$695K +$29.9K +16 +5%
IPW
518
Inlet Private Wealth
Florida
$695K +$187K +100 +39%
AC
519
Allstate Corporation
Illinois
$691K -$2.15M -1,154 -77%
LTAS
520
Linden Thomas Advisory Services
North Carolina
$687K – – –
CSI
521
Cross Staff Investments
New York
$684K – – –
ACM
522
Advisors Capital Management
New Jersey
$680K +$286K +153 +78%
FCMC
523
Founders Capital Management (Connecticut)
Connecticut
$676K – – –
SWM
524
Steelhead Wealth Management
Virginia
$675K +$16.8K +9 +3%
OIA
525
OneDigital Investment Advisors
Kansas
$670K +$41.1K +22 +7%
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