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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
501
Squar Milner Financial Services
California
$4K – – –
MF
502
Manchester Financial
California
$4K +$4.19K +4 New
ESB
503
Essex Savings Bank
Connecticut
$4K +$6.29K +6 +600%
BWM
504
BerganKDV Wealth Management
Minnesota
$3K – – –
WTC
505
WhitTier Trust Company
Nevada
$3K – – –
ZB
506
Zions Bancorporation
Utah
$3K – – –
MWC
507
MBM Wealth Consultants
Missouri
$3K +$3.14K +3 New
SCA
508
Stonebridge Capital Advisors
Minnesota
$3K +$3.14K +3 New
SQA
509
Simon Quick Advisors
New Jersey
$2.18K +$2.1K +2 New
MC
510
Machina Capital
France
$2K -$12.6K -12 -86%
BFC
511
Bedel Financial Consulting
Indiana
$2K – – –
FBT
512
First Bank & Trust
South Dakota
$2K +$2.1K +2 New
TFO
513
Tarbox Family Office
California
$2K +$2.1K +2 New
TPWA
514
TRUE Private Wealth Advisors
Oregon
$2K +$2.1K +2 New
CFA
515
Camarda Financial Advisors
Florida
$1K – – –
NCM
516
Next Capital Management
New York
$1K +$1.05K +1 New
Capital International Investors
517
Capital International Investors
California
– -$153M -153,895 Closed
IP
518
Isthmus Partners
Wisconsin
– -$678K -16,928 Closed
First Trust Advisors
519
First Trust Advisors
Illinois
– -$14M -14,054 Closed
Two Sigma Investments
520
Two Sigma Investments
New York
– -$7.33M -7,360 Closed
EGM
521
Engineers Gate Manager
New York
– -$5.43M -5,454 Closed
CIM
522
Contravisory Investment Management
Massachusetts
– -$4.11M -4,120 Closed
AW
523
ACG Wealth
Georgia
– -$3.12M -3,136 Closed
Twin Tree Management
524
Twin Tree Management
Texas
– -$3.08M -3,090 Closed
Voloridge Investment Management
525
Voloridge Investment Management
Florida
– -$1.85M -1,860 Closed