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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AG
526
AlTi Global
New York
$497K -$1.84K -1 -0.4%
TW
527
TritonPoint Wealth
Maryland
$494K +$5.52K +3 +1%
AIM
528
Allen Investment Management
New York
$490K
O
529
Ossiam
France
$484K -$112K -61 -19%
DWM
530
Dakota Wealth Management
Florida
$480K
BRG
531
Bay Rivers Group
Virginia
$477K -$46K -25 -9%
FFM
532
Flagstone Financial Management
Nebraska
$475K
DO
533
denkapparat Operations
Germany
$475K +$36.8K +20 +9%
APW
534
Acima Private Wealth
Virginia
$471K -$44.2K -24 -9%
TNBTD
535
Trustmark National Bank Trust Department
Mississippi
$467K
UM
536
UniSuper Management
Australia
$467K
CLA
537
Carnegie Lake Advisors
New Jersey
$467K
NFGCM
538
Norman Fields Gottscho Capital Management
New York
$467K
CGH
539
Crossmark Global Holdings
Texas
$464K +$456K +248 New
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$462K +$296K +161 +141%
DA
541
Dover Advisors
Virginia
$458K -$12.9K -7 -3%
MWA
542
Mills Wealth Advisors
Texas
$458K +$1.84K +1 +0.4%
HC
543
Hara Capital
Washington
$451K -$502K -273 -53%
BMCM
544
Burns Matteson Capital Management
New York
$451K +$443K +241 New
BI
545
Ballast Inc
Kentucky
$449K +$442K +240 New
OWA
546
One Wealth Advisors
California
$445K
OWA
547
Opal Wealth Advisors
New York
$439K -$33.1K -18 -7%
DFCM
548
Dark Forest Capital Management
Puerto Rico
$439K -$488K -265 -53%
VI
549
Vestcor Inc
New Brunswick, Canada
$439K +$1.84K +1 +0.4%
WCM Investment Management
550
WCM Investment Management
California
$436K +$164K +89 +61%