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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$549K -$20.2K -28 -4%
SAA
202
Southeast Asset Advisors
Georgia
$548K -$43.4K -60 -8%
HHGA
203
Halbert Hargrove Global Advisors
California
$544K +$258K +357 +102%
V
204
Veritable
Delaware
$539K -$34.7K -48 -6%
PCI
205
Pacifica Capital Investments
Texas
$538K – – –
KS
206
Karpas Strategies
Connecticut
$537K – – –
SCM
207
Sterneck Capital Management
Missouri
$516K -$2.13M -2,950 -81%
GIA
208
GHP Investment Advisors
Colorado
$504K – – –
BAS
209
Brown Advisory Securities
Maryland
$492K +$31.8K +44 +7%
AGM
210
Alpine Global Management
New York
$483K +$454K +628 New
CP
211
Corbenic Partners
Pennsylvania
$461K – – –
CIM
212
Calvert Investment Management
Maryland
$461K +$36.9K +51 +9%
EIA
213
Edgemoor Investment Advisors
Maryland
$438K -$54.2K -75 -12%
PAG
214
Private Advisor Group
New Jersey
$406K +$15.9K +22 +4%
AIG
215
American International Group
New York
$402K +$13K +18 +4%
WP
216
WealthPLAN Partners
Nebraska
$398K +$375K +519 New
ARC
217
Absolute Return Capital
Massachusetts
$397K -$192K -265 -34%
Janus Henderson Group
218
Janus Henderson Group
$394K – – –
MHC
219
Meyer Handelman Company
New York
$392K – – –
BAM
220
Brave Asset Management
New Jersey
$384K +$145K +200 +67%
CB
221
Commerce Bank
Missouri
$381K -$18.1K -25 -5%
JCM
222
Jag Capital Management
Missouri
$373K – – –
FCI
223
Financial Counselors Inc
Kansas
$364K -$8.68K -12 -2%
PL
224
Parkwood LLC
Ohio
$363K +$341K +472 New
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$352K +$7.95K +11 +2%