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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BRG
526
Bay Rivers Group
Virginia
$483K
EF
527
Empowered Funds
Pennsylvania
$482K +$49.8K +30 +12%
APW
528
Acima Private Wealth
Virginia
$476K
GIC
529
Generali Investments CEE
Czech Republic
$475K +$456K +275 New
YCM
530
Yousif Capital Management
Michigan
$473K +$23.2K +14 +5%
CCA
531
Cadent Capital Advisors
Oklahoma
$464K
LIM
532
Leavell Investment Management
Alabama
$463K -$13.3K -8 -3%
AG
533
AlTi Global
New York
$461K
WANY
534
Wealthspire Advisors (New York)
New York
$459K +$173K +104 +64%
BTWM
535
Baker Tilly Wealth Management
Wisconsin
$456K +$29.9K +18 +7%
IWC
536
Integrated Wealth Concepts
Massachusetts
$452K -$39.8K -24 -8%
AIM
537
Allen Investment Management
New York
$452K
TW
538
TritonPoint Wealth
Maryland
$450K +$1.66K +1 +0.4%
DWM
539
Dakota Wealth Management
Florida
$444K +$8.3K +5 +2%
HC
540
Hara Capital
Washington
$444K -$8.3K -5 -2%
FFM
541
Flagstone Financial Management
Nebraska
$438K
Jones Financial Companies
542
Jones Financial Companies
Missouri
$438K +$199K +120 +90%
OWA
543
Opal Wealth Advisors
New York
$437K +$16.6K +10 +4%
EWM
544
Empirical Wealth Management
Washington
$437K +$123K +74 +41%
GJWM
545
Gilliland Jeter Wealth Management
Arkansas
$437K
DA
546
Dover Advisors
Virginia
$435K -$14.9K -9 -3%
IPW
547
Inlet Private Wealth
Florida
$433K +$99.6K +60 +31%
CLA
548
Carnegie Lake Advisors
New Jersey
$432K
NFGCM
549
Norman Fields Gottscho Capital Management
New York
$432K
UM
550
UniSuper Management
Australia
$432K -$99.6K -60 -19%