We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oakworth Capital
Alabama
$8K – – –
CAM
502
Cresset Asset Management
Illinois
$8K +$8.75K +8 New
KPW
503
Kore Private Wealth
New York
$8K +$8.75K +8 New
SF
504
Synovus Financial
Georgia
$8K +$8.75K +8 New
EARNEST Partners
505
EARNEST Partners
Georgia
$7K – – –
WCM
506
WealthBridge Capital Management
Ohio
$7K +$7.66K +7 New
GRP
507
Global Retirement Partners
California
$6K – – –
AIA
508
Alera Investment Advisors
Illinois
$6K +$6.56K +6 New
BBA
509
Braun-Bostich & Associates
Pennsylvania
$5K – – –
GCM
510
Gables Capital Management
Florida
$5K – – –
SA
511
SRH Advisors
Kansas
$5K – – –
WTB
512
Washington Trust Bank
Washington
$4K – – –
BWM
513
BerganKDV Wealth Management
Minnesota
$3K – – –
WTC
514
WhitTier Trust Company
Nevada
$3K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$2K -$3.28K -3 -60%
CFGS
516
Concourse Financial Group Securities
Alabama
$2K -$1.09K -1 -33%
BFC
517
Bedel Financial Consulting
Indiana
$2K – – –
LWCFA
518
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
QI
519
QS Investors
New York
$2K – – –
BCA
520
Berman Capital Advisors
Georgia
$1K +$1.09K +1 New
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.09K +1 New
ESB
522
Essex Savings Bank
Connecticut
$1K +$1.09K +1 New
Capital Research Global Investors
523
Capital Research Global Investors
California
– -$37.5M -31,528 Closed
BIM
524
Bogle Investment Management
Massachusetts
– -$5.48M -4,612 Closed
SLAM
525
Swiss Life Asset Management
– -$5.48M -4,607 Closed