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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
601
Howland Capital Management
Massachusetts
$361K
FCP
602
Fidelis Capital Partners
Florida
$359K +$15.7K +8 +4%
Vontobel Holding
603
Vontobel Holding
Switzerland
$357K
RCM
604
RMR Capital Management
California
$356K
NB
605
NBT Bank
New York
$354K -$17.6K -9 -5%
IP
606
Isthmus Partners
Wisconsin
$352K
TIA
607
Traphagen Investment Advisors
New Jersey
$348K
MFG
608
Merit Financial Group
Georgia
$346K -$54.9K -28 -13%
Fifth Third Bancorp
609
Fifth Third Bancorp
Ohio
$346K +$25.5K +13 +8%
WWC
610
Waypoint Wealth Counsel
Georgia
$342K +$19.6K +10 +6%
WANY
611
Wealthspire Advisors (New York)
New York
$336K -$21.6K -11 -6%
CAAS
612
Capital Asset Advisory Services
Michigan
$336K
LFAS
613
Level Four Advisory Services
Texas
$334K +$7.84K +4 +2%
HNB
614
Huntington National Bank
Ohio
$329K +$104K +53 +45%
TAM
615
Tocqueville Asset Management
New York
$325K
BOM
616
Bank of Marin
California
$321K +$329K +168 New
FRA
617
Frank Rimerman Advisors
California
$317K +$325K +166 New
GIM
618
Glenmede Investment Management
Pennsylvania
$317K -$33.3K -17 -9%
II
619
Inspire Investing
Idaho
$310K +$39.2K +20 +14%
BIG
620
Brookwood Investment Group
Arizona
$310K +$318K +162 New
UCFA
621
United Capital Financial Advisors
Texas
$310K +$318K +162 New
VCM
622
Virtue Capital Management
Tennessee
$306K -$41.2K -21 -12%
TSS
623
Two Sigma Securities
New York
$304K -$667K -340 -68%
AT
624
American Trust
Kentucky
$302K -$17.6K -9 -5%
ET
625
Equitable Trust
Tennessee
$300K