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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
501
Erste Asset Management
Austria
$265K -$124K -100 -33%
AAS
502
Avantax Advisory Services
Texas
$263K +$247K +200 New
PCI
503
Pacifica Capital Investments
Texas
$263K
BAM
504
Boyar Asset Management
New York
$261K +$245K +198 New
Verition Fund Management
505
Verition Fund Management
Connecticut
$257K -$308K -249 -56%
HSA
506
HBK Sorce Advisory
Pennsylvania
$256K +$240K +194 New
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$256K -$2.47K -2 -1%
LIM
508
Leavell Investment Management
Alabama
$253K
NQWM
509
Northwest Quadrant Wealth Management
Oregon
$252K
TTWM
510
TCV Trust & Wealth Management
Virginia
$252K +$236K +191 New
HCM
511
Howland Capital Management
Massachusetts
$249K
GT
512
Greenleaf Trust
Michigan
$245K +$230K +186 New
MWP
513
MYCIO Wealth Partners
Pennsylvania
$244K
ECM
514
Evergreen Capital Management
Washington
$244K +$1.24K +1 +0.5%
ET
515
Equitable Trust
Tennessee
$242K -$111K -90 -33%
TF
516
TIAA FSB
Florida
$241K +$226K +183 New
PAS
517
Park Avenue Securities
New York
$240K +$225K +182 New
BFG
518
Bleakley Financial Group
New Jersey
$240K +$225K +182 New
BFM
519
Boothbay Fund Management
New York
$236K -$64.3K -52 -23%
EIA
520
Edgemoor Investment Advisors
Maryland
$236K +$221K +179 New
WG
521
Winton Group
United Kingdom
$233K +$219K +177 New
CIAS
522
Capital Investment Advisory Services
North Carolina
$224K +$210K +170 New
TAM
523
Tocqueville Asset Management
New York
$224K +$210K +170 New
VWMG
524
Virginia Wealth Management Group
Virginia
$224K +$210K +170 New
EWM
525
Evercore Wealth Management
New York
$220K +$207K +167 New