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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
501
FineMark National Bank & Trust
Florida
$573K
TDC
502
Thompson Davis & Co
Virginia
$571K +$159K +85 +42%
MAM
503
Madison Asset Management
Wisconsin
$570K
AF
504
Advisornet Financial
Minnesota
$569K -$128K -68 -19%
TPI
505
Trust Point Inc
Wisconsin
$565K -$189K -101 -26%
SBFM
506
S-Bank Fund Management
Finland
$563K -$39.4K -21 -7%
OAM
507
Oppenheimer Asset Management
New York
$561K -$3.75K -2 -0.7%
HI
508
Harbour Investments
Wisconsin
$555K
VI
509
Vestcor Inc
New Brunswick, Canada
$555K +$80.6K +43 +18%
GIC
510
Generali Investments CEE
Czech Republic
$549K
TIAA Trust, National Association
511
TIAA Trust, National Association
North Carolina
$547K -$5.63K -3 -1%
MPW
512
Magnolia Private Wealth
Pennsylvania
$547K +$514K +274 New
YCM
513
Yousif Capital Management
Michigan
$543K -$20.6K -11 -4%
LIM
514
Leavell Investment Management
Alabama
$543K +$7.5K +4 +1%
TCM
515
Tran Capital Management
California
$541K +$508K +271 New
CCA
516
Cadent Capital Advisors
Oklahoma
$537K
AG
517
AlTi Global
New York
$531K
WCM Investment Management
518
WCM Investment Management
California
$524K +$54.4K +29 +12%
ECM
519
Elgethun Capital Management
South Dakota
$523K -$65.6K -35 -12%
TW
520
TritonPoint Wealth
Maryland
$523K -$3.75K -2 -0.8%
AIM
521
Allen Investment Management
New York
$523K
SCM
522
Sebold Capital Management
Illinois
$521K -$15K -8 -3%
BOTPPF
523
Board of the Pension Protection Fund
United Kingdom
$519K +$488K +260 New
VAG
524
VisionPoint Advisory Group
Texas
$519K +$488K +260 New
MIA
525
MainStreet Investment Advisors
Illinois
$517K -$188K -100 -28%