Markel GroupMKL
13F holders, Q1 2024 (March 31)744holders
8famous investors
$1520.41avg. 13F price*
At the end of Q1 2024, 744 institutions reported holding Markel Group Inc. (MKL) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock Inc. ($1.1B) and Principal Financial Group Inc. ($854.3M). 8 famous investors held it, including Francois Rochon (5.0% of Giverny Capital's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Tom Russo (0.2% of Gardner Russo & Quinn's portfolio).
- Company
- Markel Group Inc.
- CUSIP
- 570535104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $143.0M |
| Exits | 69 | $140.8M |
Ownership 744 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.7% | 1,171,123 | $1.8B |
| BlackRock Inc. | 0.03% | Reduce -1.8% | 749,204 | $1.1B |
| Principal Financial Group Inc. | 0.50% | Reduce -0.6% | 561,492 | $854.3M |
| Morgan Stanley | 0.06% | Add +0.6% | 523,037 | $795.8M |
| State Street Corp. | 0.02% | Add +1.0% | 307,264 | $467.5M |
| Davis Selected Advisers | 2.44% | Reduce -4.8% | 286,091 | $435.3M |
| Baillie Gifford & Co. | 0.32% | Reduce -6.0% | 272,713 | $414.9M |
| Wellington Management Group LLP | 0.07% | Reduce -3.7% | 246,689 | $375.3M |
| Boston Partners | 0.39% | Add +36.7% | 214,400 | $326.1M |
| DAVENPORT & Co LLC | 1.93% | Reduce -18.6% | 203,870 | $310.3M |
| Geode Capital Management, LLC | 0.03% | Add +3.5% | 197,492 | $300.0M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Add +1.0% | 153,711 | $233.9M |
| Norges Bank | 0.04% | Reduce -0.1% | 150,638 | $229.2M |
| Bank of America Corp. | 0.02% | Reduce -1.2% | 139,768 | $212.7M |
| Mackenzie Financial Corp. | 0.29% | Add +1.4% | 131,342 | $199.8M |
| Scharf Investments, LLC | 5.07% | Reduce -3.1% | 122,999 | $187.1M |
| DF Dent & Co. Inc. | 2.15% | Add +3.6% | 115,881 | $176.3M |
| First Manhattan Co. Llc. | 0.54% | Add +46.4% | 110,095 | $167.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.9% | 108,246 | $164.7M |
| Douglass Winthrop Advisors, LLC | 2.86% | Add +1.7% | 91,449 | $139.1M |
| Fenimore Asset Management Inc | 2.84% | Add +0.2% | 88,414 | $134.5M |
| Legal & General Group Plc | 0.04% | Reduce -0.6% | 87,131 | $132.6M |
| Northern Trust Corp. | 0.02% | Reduce -5.4% | 85,433 | $130.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.30% | Add +4.3% | 85,464 | $129.4M |
| California Public Employees Retirement System | 0.09% | Reduce -3.2% | 81,532 | $124.0M |
| Avenir Corp. | 10.53% | Reduce -5.9% | 80,841 | $123.0M |
| Giverny Capital | 4.98% | Add +1.7% | 80,549 | $122.6M |
| Barr E S & Co. | 7.89% | Reduce -0.9% | 79,605 | $121.1M |
| Polar Capital Holdings Plc | 0.64% | Reduce -6.5% | 79,500 | $121.0M |
| Fort Washington Investment Advisors Inc. | 0.77% | Add +4.2% | 78,131 | $118.9M |
| Check Capital Management Inc. | 8.61% | Add +1.5% | 77,207 | $117.5M |
| Jennison Associates LLC | 0.08% | Reduce -2.2% | 76,256 | $116.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.44% | Add +1.3% | 75,335 | $114.8M |
| Van Lanschot Kempen Investment Management N.V. | 1.40% | No change | 73,890 | $112.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +0.4% | 69,808 | $106.2M |
| HighTower Advisors, LLC | 0.17% | Add +8.4% | 69,033 | $105.6M |
| CANADA LIFE ASSURANCE Co | 0.21% | Reduce -4.3% | 67,793 | $103.2M |
| Wells Fargo & Company | 0.03% | Reduce -11.5% | 67,645 | $102.9M |
| Epoch Investment Partners, Inc. | 0.41% | Add +8.4% | 61,338 | $93.3M |
| Thompson Siegel & Walmsley LLC | 1.40% | Reduce -4.5% | 59,624 | $90.7M |
| Graham Holdings Co Master Retirement Trust | 14.37% | No change | 58,008 | $88.3M |
| Cooke & Bieler LP | 0.81% | Reduce -6.8% | 57,530 | $87.5M |
| Graham Holdings Co | 10.62% | No change | 55,430 | $84.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.4% | 54,055 | $82.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.1% | 53,353 | $81.2M |
| Select Equity Group, L.P. | 0.29% | New | 52,788 | $80.3M |
| APG Asset Management N.V. | 0.14% | Add +1.3% | 55,509 | $78.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.3% | 48,253 | $73.4M |
| Anchor Capital Advisors LLC | 1.80% | Reduce -4.2% | 45,119 | $68.6M |
| TD Asset Management Inc | 0.06% | Add +7.5% | 43,300 | $65.9M |
| Marathon Asset Management Ltd | 1.73% | Reduce -4.0% | 42,506 | $64.7M |
| Broad Run Investment Management, LLC | 7.77% | Reduce -2.9% | 41,551 | $63.2M |
| Confluence Investment Management LLC | 0.82% | Reduce -1.1% | 40,051 | $60.9M |
| Swiss National Bank | 0.04% | Add +0.5% | 39,590 | $60.2M |
| Royal Bank of Canada | 0.01% | Reduce -6.8% | 39,580 | $60.2M |
| Steginsky Capital LLC | 14.07% | Add +3.2% | 38,407 | $58.4M |
| AQR Capital Management | 0.10% | Add +6.0% | 37,888 | $57.6M |
| Davis Asset Management, L.P. | 2.33% | No change | 35,000 | $53.3M |
| UBS Group AG | 0.02% | Add +102.8% | 34,689 | $52.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.9% | 31,819 | $48.4M |
| Beck Mack & Oliver LLC | 0.97% | Reduce -0.1% | 31,350 | $47.7M |
| Alta Capital Management LLC/ | 2.84% | Add +1.2% | 30,287 | $46.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.8% | 29,665 | $45.1M |
| Capco Asset Management, LLC | 10.34% | Reduce -2.0% | 28,332 | $43.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.8% | 27,761 | $42.2M |
| Greenbrier Partners Capital Management, LLC | 3.86% | Reduce -0.5% | 27,456 | $41.8M |
| Raymond James & Associates | 0.03% | Add +9.1% | 27,343 | $41.6M |
| JPMorgan Chase & Co. | 0.00% | Add +58.6% | 27,174 | $41.3M |
| Qube Research & Technologies Ltd | 0.07% | Add +12.8% | 26,211 | $39.9M |
| Sather Financial Group Inc | 2.86% | Add +1.0% | 26,208 | $39.9M |
| Credit Suisse AG/ | 0.04% | Reduce -9.8% | 25,238 | $38.4M |
| Quilter Plc | 0.89% | Add +19.0% | 24,793 | $37.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.5% | 22,265 | $33.9M |
| Greenlea Lane Capital Management, LLC | 9.54% | No change | 22,135 | $33.7M |
| Deutsche Bank AG | 0.02% | Add +49.2% | 22,047 | $33.5M |
| Country Trust Bank | 0.84% | Reduce -7.8% | 21,250 | $32.3M |
| Barclays PLC | 0.01% | Add +39.7% | 21,122 | $32.1M |
| Lafayette Investments, Inc. | 6.98% | Add +0.2% | 20,425 | $31.1M |
| National Pension Service | 0.04% | Add +5.5% | 19,577 | $29.8M |
| Pinnacle Associates Ltd. | 0.46% | Add +9.3% | 19,304 | $29.4M |
| First Trust Advisors LP | 0.03% | Add +41.0% | 19,005 | $28.9M |
| California State Teachers Retirement System | 0.04% | Add +1.7% | 18,754 | $28.5M |
| FMR LLC | 0.00% | Add +1.8% | 18,620 | $28.3M |
| Martingale Asset Management L P | 0.56% | Reduce -8.5% | 18,394 | $28.0M |
| Mraz, Amerine & Associates, Inc. | 5.25% | Add +1.1% | 18,252 | $27.8M |
| Cobblestone Capital Advisors LLC | 1.75% | Reduce -0.9% | 18,230 | $27.7M |
| Lincoln Capital LLC | 6.16% | Add +0.9% | 18,180 | $27.7M |
| Truist Financial Corp. | 0.04% | Add +1.0% | 18,070 | $27.5M |
| Sprucegrove Investment Management Ltd. | 1.11% | Add +50.6% | 18,017 | $27.4M |
| Invesco Ltd. | 0.01% | Reduce -74.8% | 17,734 | $27.0M |
| Russell Investments Group, Ltd. | 0.04% | Add +14.2% | 17,414 | $26.5M |
| Rhumbline Advisers | 0.03% | Reduce -1.4% | 17,335 | $26.4M |
| Amundi | 0.01% | Add +5.0% | 17,074 | $24.5M |
| HSBC Holdings PLC | 0.02% | Add +10.3% | 16,061 | $24.4M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +16.8% | 18,771 | $24.0M |
| Citadel Investment Advisory, Inc. | 13.53% | Reduce -0.8% | 15,741 | $23.9M |
| Los Angeles Capital Management LLC | 0.08% | Reduce -30.3% | 15,722 | $23.9M |
| Heritage Wealth Advisors | 0.98% | Reduce -2.6% | 14,050 | $21.4M |
| Janus Henderson Group PLC | 0.01% | Add +0.7% | 13,955 | $21.2M |
| Natixis Advisors, LLC | 0.05% | Add +8.0% | 13,868 | $21.1M |
| Wedge Capital Management L L P | 0.33% | Reduce -6.1% | 13,598 | $20.7M |
| Renaissance Technologies | 0.03% | Reduce -20.8% | 12,801 | $19.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.10% | Reduce -31.9% | 12,799 | $19.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +211.3% | 12,577 | $19.1M |
| Seizert Capital Partners, LLC | 0.84% | Reduce -1.1% | 12,008 | $18.3M |
| Poehling Capital Management, INC. | 4.83% | Add +2.7% | 11,853 | $18.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -11.2% | 11,682 | $17.8M |
| Alliancebernstein L.P. | 0.01% | Add +3.2% | 11,539 | $17.6M |
| CI Investments Inc. | 0.07% | Reduce -6.4% | 11,415 | $17.4M |
| GMO | 0.06% | Reduce -16.5% | 11,269 | $17.1M |
| Tudor Investment Corporation | 0.21% | Reduce -1.0% | 11,241 | $17.1M |
| Banyan Capital Management, Inc. | 9.39% | Add +0.0% | 10,881 | $16.6M |
| PYA Waltman Capital, LLC | 5.94% | Add +1.8% | 10,523 | $16.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -14.4% | 10,099 | $15.4M |
| Citigroup Inc. | 0.02% | Reduce -20.2% | 10,039 | $15.3M |
| First National Bank of Omaha | 1.04% | Reduce -19.6% | 8,126 | $15.2M |
| Gardner Russo & Quinn | 0.15% | Reduce -1.9% | 9,799 | $14.9M |
| Blair William & Co. | 0.05% | Add +0.8% | 9,535 | $14.5M |
| Assenagon Asset Management S.A. | 0.04% | Add +14.0% | 9,326 | $14.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.16% | Add +12.5% | 9,277 | $14.1M |
| Focus Partners Wealth | 0.11% | Add +25.2% | 8,939 | $13.6M |
| Motley Fool Wealth Management, LLC | 0.70% | Reduce -33.5% | 8,908 | $13.6M |
| Guggenheim Capital LLC | 0.09% | No change | 8,764 | $13.3M |
| CIBC Private Wealth Group LLC | 0.03% | Add +183.7% | 8,781 | $13.2M |
| Hutchinson Capital Management | 2.67% | Add +0.0% | 8,658 | $13.2M |
| Snyder Capital Management L P | 0.28% | Reduce -6.3% | 8,442 | $12.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 8,336 | $12.7M |
| Smith Salley Wealth Management | 0.98% | Add +7.3% | 8,314 | $12.6M |
| Illinois Municipal Retirement Fund | 0.19% | Reduce -13.9% | 8,210 | $12.5M |
| Captrust Financial Advisors | 0.05% | Reduce -13.2% | 8,116 | $12.3M |
| GAM Holding AG | 0.88% | Add +0.3% | 8,027 | $12.2M |
| Kirr Marbach & Co. LLC | 2.93% | Reduce -1.1% | 7,977 | $12.1M |
| Lathrop Investment Management Co. | 2.29% | Reduce -0.0% | 7,774 | $11.8M |
| Treasurer of the State of North Carolina | 0.05% | Add +25.0% | 7,724 | $11.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +31.7% | 7,600 | $11.6M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +27.8% | 7,566 | $11.5M |
| Teacher Retirement System of Texas | 0.07% | Reduce -24.6% | 7,553 | $11.5M |
| Rheos Capital Works Inc. | 0.55% | No change | 7,500 | $11.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +4.4% | 7,460 | $11.4M |
| 2Xideas AG | 1.32% | Reduce -3.6% | 7,080 | $10.8M |
| State of Wisconsin Investment Board | 0.03% | Add +8.3% | 7,044 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Add +15.5% | 6,725 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +15.2% | 6,538 | $9.9M |
| Roundview Capital LLC | 0.79% | Add +1.4% | 6,343 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.2% | 6,282 | $9.6M |
| Danske Bank A/S | 0.03% | — | 6,234 | $9.5M |
| Cheviot Value Management, LLC | 2.08% | Add +9.8% | 6,227 | $9.5M |
| Live Oak Private Wealth LLC | 1.64% | Add +0.0% | 6,221 | $9.5M |
| Brandywine Global Investment Management, LLC | 0.07% | Add +3.0% | 6,030 | $9.2M |
| Regency Capital Management Inc.\DE | 5.81% | Add +5.0% | 5,998 | $9.1M |
| Man Group plc | 0.03% | Add +82.9% | 5,987 | $9.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -18.5% | 5,598 | $8.5M |
| Redmond Asset Management, LLC | 2.70% | Reduce -4.7% | 5,581 | $8.5M |
| Cibc World Market Inc. | 0.02% | Add +16.6% | 5,542 | $8.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +8.3% | 5,481 | $8.3M |
| PGGM Investments | 0.12% | No change | 5,472 | $8.3M |
| Seneca House Advisors | 3.62% | Add +6.2% | 5,465 | $8.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.1% | 5,371 | $8.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +10.3% | 5,362 | $8.2M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -4.4% | 5,183 | $7.9M |
| Resona Asset Management Co.,Ltd. | 0.05% | — | 5,182 | $7.9M |
| Storebrand Asset Management As | 0.03% | Add +47.7% | 5,095 | $7.8M |
| Franklin Resources Inc. | 0.00% | Reduce -6.1% | 5,076 | $7.7M |
| Solidarity Wealth, LLC | 2.40% | Add +9.9% | 5,038 | $7.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.6% | 5,030 | $7.7M |
| Chapman Investment Management, LLC | 5.57% | Reduce -0.7% | 4,964 | $7.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -5.2% | 4,881 | $7.4M |
| LPL Financial LLC | 0.00% | Add +26.1% | 4,824 | $7.3M |
| Creative Planning | 0.01% | Add +10.8% | 4,811 | $7.3M |
| Holocene Advisors, LP | 0.03% | New | 4,782 | $7.3M |
| Cerity Partners LLC | 0.02% | Add +40.2% | 4,804 | $7.2M |
| Aberdeen Group plc | 0.01% | Add +1.9% | 4,592 | $7.0M |
| Handelsbanken Fonder AB | 0.03% | Add +4.0% | 4,542 | $6.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +20.6% | 4,512 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.6% | 4,485 | $6.8M |
| Sei Investments Co. | 0.01% | Add +41.7% | 4,308 | $6.6M |
| Lowe Brockenbrough & Co. Inc. | 0.44% | Add +63.7% | 4,296 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 4,278 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 4,229 | $6.4M |
| American Century Companies Inc. | 0.00% | Add +34.7% | 4,124 | $6.3M |
| Korea Investment CORP | 0.02% | Reduce -69.1% | 4,102 | $6.2M |
| Marex Group Ltd | 0.20% | Reduce -11.0% | 4,094 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.3% | 4,013 | $6.1M |
| Clear Harbor Asset Management, LLC | 0.51% | Add +0.7% | 3,798 | $5.8M |
| Gateway Investment Advisers LLC | 0.06% | Add +2.2% | 3,746 | $5.7M |
| Comerica Bank | 0.02% | Reduce -4.8% | 3,733 | $5.7M |
| Bank of Montreal | 0.00% | Reduce -59.1% | 3,662 | $5.6M |
| Arizona State Retirement System | 0.04% | Add +5.0% | 3,636 | $5.5M |
| Hantz Financial Services, Inc. | 0.11% | Reduce -0.4% | 3,634 | $5.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +10.4% | 3,610 | $5.5M |
| Montag A & Associates Inc. | 0.27% | Reduce -0.8% | 3,562 | $5.4M |
| Andra AP-fonden | 0.09% | New | 3,510 | $5.3M |
| Court Place Advisors, LLC | 1.69% | Add +12.2% | 3,448 | $5.2M |
| Neville Rodie & Shaw Inc. | 0.39% | Reduce -2.3% | 3,370 | $5.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +31.7% | 3,530 | $5.1M |
| Alpha Omega Wealth Management LLC | 0.93% | Reduce -2.0% | 3,292 | $5.0M |
| GHP Investment Advisors, Inc. | 0.25% | Add +2.5% | 3,279 | $5.0M |
| Evergreen Wealth Management, LLC | 3.28% | No change | 3,183 | $4.8M |
| Annandale Capital, LLC | 1.07% | No change | 3,118 | $4.7M |
| GoodHaven Capital Management, LLC | 1.70% | Reduce -0.1% | 2,925 | $4.5M |
| Hudson Value Partners, LLC | 1.89% | Add +1.4% | 2,924 | $4.4M |
| Townsquare Capital LLC | 0.07% | Reduce -0.7% | 2,920 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -50.5% | 2,901 | $4.4M |
| Florida Trust Wealth Management Co | 0.15% | Reduce -0.5% | 2,826 | $4.3M |
| Ervin Investment Management, LLC | 2.83% | Add +0.7% | 2,658 | $4.0M |
| Ellsworth Advisors, LLC | 1.16% | New | 2,814 | $4.0M |
| Mariner, LLC | 0.01% | Add +1.3% | 2,570 | $3.9M |
| Buttonwood Financial Advisors Inc. | 1.83% | Add +28.6% | 2,562 | $3.9M |
| Horizon Kinetics Asset Management LLC | 0.07% | Reduce -2.0% | 2,553 | $3.9M |
| National Bank of Canada | 0.01% | Reduce -54.8% | 2,333 | $3.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -1.9% | 2,529 | $3.8M |
| Schwartz Investment Counsel Inc. | 0.14% | Reduce -49.1% | 2,485 | $3.8M |
| Curi Capital, LLC | 0.09% | Add +0.5% | 2,480 | $3.8M |
| Henshaw Capital LLC | 0.18% | No change | 2,476 | $3.8M |
| Watchman Group, Inc. | 1.14% | Add +5.1% | 2,475 | $3.8M |
| Chemistry Wealth Management LLC | 1.01% | Add +5.5% | 2,460 | $3.7M |
| Pathstone Holdings, LLC | 0.02% | Add +4.9% | 2,430 | $3.7M |
| Berkeley, Inc | 2.22% | Add +17.5% | 2,414 | $3.7M |
| US Bancorp \de | 0.01% | Reduce -11.6% | 2,390 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.7% | 2,367 | $3.6M |
| Squarepoint Ops LLC | 0.01% | Add +58.1% | 2,363 | $3.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 2,358 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +255.1% | 2,351 | $3.6M |
| East Coast Asset Management, LLC. | 1.30% | New | 2,351 | $3.6M |
| IFM Investors Pty Ltd | 0.04% | New | 2,351 | $3.6M |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0.24% | No change | 2,325 | $3.5M |
| USS Investment Management Ltd | 0.03% | Reduce -7.8% | 2,318 | $3.5M |
| Centaurus Financial, Inc. | 0.24% | Reduce -3.3% | 2,281 | $3.5M |
| Investment Management Corp of Ontario | 0.10% | Add +677.5% | 2,278 | $3.5M |
| Utah Retirement Systems | 0.04% | No change | 2,278 | $3.5M |
| DNB Asset Management AS | 0.02% | New | 2,269 | $3.5M |
| Blue Zone Wealth Advisors, LLC | 1.19% | Add +3.0% | 2,268 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -6.5% | 2,216 | $3.4M |
| Liontrust Investment Partners LLP | 0.05% | Reduce -3.1% | 2,215 | $3.4M |
| Needham Investment Management LLC | 0.31% | Add +2.3% | 2,200 | $3.3M |
| Systematic Financial Management LP | 0.09% | Add +16.3% | 2,152 | $3.3M |
| NWF Advisory Services Inc. | 0.54% | Add +40.0% | 2,138 | $3.3M |
| Tredje AP-fonden | 0.03% | Add +5.8% | 2,111 | $3.2M |
| Parallel Advisors, LLC | 0.09% | Add +11.7% | 2,091 | $3.2M |
| Ridgewood Investments LLC | 1.68% | Reduce -0.5% | 2,079 | $3.2M |
| Forsta Ap-Fonden | 0.03% | Add +27.0% | 2,070 | $3.1M |
| Fiduciary Group, LLC | 0.34% | Reduce -2.3% | 2,057 | $3.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -3.0% | 2,048 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -52.3% | 2,011 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -0.3% | 2,007 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +3.7% | 2,006 | $3.1M |
| Leuthold Group, LLC | 0.34% | New | 2,002 | $3.0M |
| Canal Insurance CO | 0.78% | No change | 2,000 | $3.0M |
| Agf Management Ltd. | 0.02% | Reduce -12.8% | 1,919 | $2.9M |
| Stansberry Asset Management, LLC | 0.42% | New | 1,912 | $2.9M |
| English Capital Management LLC | 2.27% | No change | 1,891 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -25.5% | 1,873 | $2.8M |
| Tidal Investments LLC | 0.05% | Add +26.7% | 1,867 | $2.8M |
| Richard Bernstein Advisors LLC | 0.06% | No change | 1,838 | $2.8M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -1.2% | 1,817 | $2.8M |
| True North Advisors, LLC | 0.76% | New | 1,817 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.6% | 1,811 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.6% | 1,811 | $2.8M |
| Public Sector Pension Investment Board | 0.02% | Add +6.2% | 1,787 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -81.7% | 1,770 | $2.7M |
| Adalta Capital Management LLC | 1.49% | Add +4.6% | 1,769 | $2.7M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +4.0% | 1,735 | $2.6M |
| Glenview Trust Co | 0.06% | No change | 1,721 | $2.6M |
| Cannell & Spears LLC | 0.05% | Add +160.1% | 1,714 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 1,704 | $2.6M |
| STRS Ohio | 0.01% | Reduce -7.1% | 1,693 | $2.6M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 1,663 | $2.5M |
| Swedbank AB | 0.00% | Add +251.7% | 1,618 | $2.5M |
| First National Advisers, LLC | 0.55% | Add +73.0% | 1,644 | $2.4M |
| American Capital Advisory, LLC | 2.13% | Reduce -2.5% | 1,912 | $2.4M |
| Beese Fulmer Investment Management, Inc. | 0.23% | No change | 1,597 | $2.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +8.8% | 1,578 | $2.4M |
| Voya Investment Management LLC | 0.00% | Reduce -5.3% | 1,578 | $2.4M |
| Toronto Dominion Bank | 0.00% | Reduce -19.5% | 1,570 | $2.4M |
| Fiduciary Alliance LLC | 0.41% | Reduce -12.7% | 1,544 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +6.8% | 1,518 | $2.3M |
| Federated Hermes, Inc. | 0.01% | Add +15.1% | 1,518 | $2.3M |
| Northstar Group, Inc. | 0.47% | Add +5.5% | 1,517 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -2.6% | 1,506 | $2.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.26% | Reduce -9.3% | 1,484 | $2.3M |
| KBC Group NV | 0.01% | Reduce -13.5% | 1,483 | $2.3M |
| King Luther Capital Management Corp. | 0.01% | No change | 1,433 | $2.2M |
| Kathleen S. Wright Associates Inc. | 1.03% | Add +2.3% | 1,454 | $2.2M |
| Modern Wealth Management, LLC | 0.20% | New | 1,421 | $2.2M |
| Freedom Day Solutions, LLC | 0.75% | Reduce -1.8% | 1,387 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.7% | 1,358 | $2.1M |
| Edgestream Partners, L.P. | 0.10% | Add +176.6% | 1,333 | $2.0M |
| Texas Yale Capital Corp. | 0.09% | No change | 1,326 | $2.0M |
| Harbor Investment Advisory, LLC | 0.21% | Add +9.1% | 1,326 | $2.0M |
| Procyon Advisors, LLC | 0.15% | Reduce -1.9% | 1,315 | $2.0M |
| Commerce Bank | 0.01% | Reduce -3.3% | 1,311 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Add +0.8% | 1,310 | $2.0M |
| Xponance LLC | 0.02% | Add +129.0% | 1,262 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +172.4% | 1,253 | $1.9M |
| Buck Wealth Strategies, LLC | 0.65% | New | 1,241 | $1.9M |
| Kensington Investment Counsel, LLC | 0.85% | Add +7.2% | 1,228 | $1.9M |
| Gold Investment Management Ltd. | 0.75% | Reduce -0.3% | 1,223 | $1.9M |
| Pavion Blue Capital, LLC | 0.91% | Add +8.9% | 1,209 | $1.8M |
| Shelter Mutual Insurance Co | 0.47% | No change | 1,200 | $1.8M |
| Weil Company, Inc. | 0.72% | Add +9.1% | 1,194 | $1.8M |
| New York State Teachers Retirement System | 0.00% | No change | 1,180 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +1.8% | 1,178 | $1.8M |
| Virginia Wealth Management Group, Inc. | 1.46% | Add +28.5% | 1,172 | $1.8M |
| Salvus Wealth Management, LLC | 1.22% | Reduce -0.7% | 1,171 | $1.8M |
| Southeast Asset Advisors, LLC | 0.21% | Add +79.5% | 1,156 | $1.8M |
| Sepio Capital, LP | 0.15% | Add +6.6% | 1,152 | $1.8M |
| Intrepid Capital Management Inc. | 1.13% | Add +9.4% | 1,148 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +122.1% | 1,144 | $1.7M |
| Schroder Investment Management Group | 0.00% | Reduce -0.3% | 1,139 | $1.7M |
| Lawson Kroeker Investment Management Inc. | 0.32% | Reduce -4.0% | 1,118 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -11.5% | 1,071 | $1.6M |
| First Hawaiian Bank | 0.05% | Reduce -54.0% | 1,067 | $1.6M |
| SYSTM Wealth Solutions LLC | 0.20% | Reduce -32.8% | 1,063 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 1,051 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 1,040 | $1.6M |
| Mgo One Seven LLC | 0.08% | Reduce -32.5% | 1,009 | $1.5M |
| Eisler Capital (UK) Ltd. | 0.19% | New | 995 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +208.3% | 971 | $1.5M |
| Epacria Capital Partners, LLC | 1.07% | Reduce -16.3% | 961 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +27.6% | 944 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | No change | 1,003 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +8.3% | 934 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -22.9% | 910 | $1.4M |
| Candriam S.C.A. | 0.01% | Reduce -0.3% | 906 | $1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +98.2% | 900 | $1.4M |
| Ruffer LLP | 0.05% | Reduce -30.8% | 900 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +52.8% | 886 | $1.3M |
| Bank of Nova Scotia | 0.00% | Add +78.4% | 876 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +11.5% | 870 | $1.3M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -4.6% | 865 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +2.6% | 857 | $1.3M |
| Pensionfund Sabic | 0.38% | Reduce -15.0% | 850 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +89.8% | 835 | $1.3M |
| Aurora Investment Counsel | 0.73% | Add +3.0% | 833 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.7% | 828 | $1.3M |
| Ostrum Asset Management | 0.10% | No change | 827 | $1.3M |
| Hilltop Holdings Inc. | 0.14% | Add +282.9% | 827 | $1.3M |
| MML Investors Services, LLC | 0.01% | Add +95.5% | 823 | $1.3M |
| Hills Bank & Trust Co | 0.11% | Add +2.1% | 818 | $1.2M |
| Keybank National Association | 0.01% | Reduce -1.8% | 801 | $1.2M |
| TD Private Client Wealth LLC | 0.04% | Add +17.7% | 790 | $1.2M |
| Prudential PLC | 0.01% | Reduce -38.0% | 782 | $1.2M |
| Compass Ion Advisors, LLC | 0.17% | Reduce -30.1% | 778 | $1.2M |
| RKL Wealth Management LLC | 0.12% | No change | 778 | $1.2M |
| RFG Advisory, LLC | 0.04% | Reduce -0.4% | 778 | $1.2M |
| Panagora Asset Management Inc. | 0.01% | No change | 776 | $1.2M |
| Guardian Capital LP | 0.04% | Add +6.3% | 760 | $1.2M |
| Ancora Advisors LLC | 0.03% | Add +0.3% | 758 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -8.0% | 758 | $1.2M |
| Intech Investment Management LLC | 0.02% | Add +4.7% | 758 | $1.2M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.41% | Reduce -5.5% | 750 | $1.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -15.9% | 745 | $1.1M |
| Shell Asset Management Co. | 0.05% | Add +36.8% | 717 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -54.5% | 740 | $1.1M |
| Principle Wealth Partners LLC | 0.09% | No change | 737 | $1.1M |
| Ethic Inc. | 0.03% | Add +8.2% | 736 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +1.0% | 734 | $1.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -43.5% | 730 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.3% | 729 | $1.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.50% | Reduce -8.8% | 690 | $1.1M |
| MAI Capital Management | 0.01% | Add +197.9% | 712 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +90.5% | 703 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +9.9% | 690 | $1.0M |
| Fruth Investment Management | 0.27% | No change | 685 | $1.0M |
| Alaska Permanent Fund Corp | 0.02% | Add +30.1% | 679 | $1.0M |
| Horst & Graben Wealth Management LLC | 0.21% | Reduce -38.5% | 676 | $1.0M |
| Avestar Capital, LLC | 0.12% | Add +16.1% | 672 | $1.0M |
| PEAK6 Investments LLC | 0.05% | New | 671 | $1.0M |
| Karpas Strategies, LLC | 0.31% | Reduce -5.7% | 658 | $1.0M |
| Tobam | 0.09% | Add +1427.9% | 657 | $1.0M |
| Rathbones Group PLC | 0.01% | Add +31.4% | 657 | $1000K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -90.6% | 657 | $1000K |
| Quantinno Capital Management LP | 0.02% | Reduce -0.6% | 653 | $994K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +44.8% | 653 | $994K |
| Founders Capital Management, LLC | 0.18% | Reduce -7.2% | 646 | $983K |
| Kestra Advisory Services, LLC | 0.01% | Add +3.2% | 639 | $972K |
| Bessemer Group Inc. | 0.00% | Reduce -2.3% | 628 | $956K |
| Trust Co. of Vermont | 0.05% | No change | 617 | $939K |
| Virtu Financial LLC | 0.07% | New | 612 | $930K |
| London Co. of Virginia | 0.00% | No change | 607 | $924K |
| Shelter Ins Retirement Plan | 1.25% | No change | 600 | $913K |
| Encompass Wealth Advisors, LLC | 0.24% | No change | 600 | $913K |
| Resonant Capital Advisors, LLC | 0.08% | Add +1.9% | 597 | $908K |
| Carmel Capital Partners, LLC | 0.37% | Add +0.3% | 584 | $889K |
| Smithfield Trust Co | 0.05% | Reduce -0.5% | 584 | $888K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 583 | $887K |
| Verdence Capital Advisors LLC | 0.08% | Add +2.5% | 576 | $876K |
| Entropy Technologies, LP | 0.09% | Reduce -41.3% | 574 | $873K |
| Tributary Capital Management, LLC | 0.07% | Reduce -17.0% | 570 | $867K |
| Atlanta Consulting Group Advisors, LLC | 0.29% | — | 558 | $849K |
| Stephens Inc. | 0.01% | Add +202.7% | 557 | $847K |
| Advisory Services Network, LLC | 0.02% | Add +0.9% | 551 | $838K |
| Tsai Capital Corp | 0.86% | New | 549 | $835K |
| Parisi Gray Wealth Management | 0.31% | Add +0.4% | 543 | $826K |
| Cibc World Markets Corp. | 0.01% | Add +54.1% | 541 | $823K |
| Choreo, LLC | 0.02% | Add +1.9% | 539 | $820K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -87.7% | 539 | $820K |
| Madison Asset Management, LLC | 0.01% | Reduce -23.1% | 538 | $819K |
| Grey Street Capital, LLC | 0.11% | New | 532 | $809K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.2% | 525 | $799K |
| Lakewood Asset Management LLC | 0.54% | Add +1.9% | 523 | $796K |
| Waverly Advisors, LLC | 0.02% | Reduce -7.8% | 519 | $790K |
| Gotham Asset Management | 0.01% | Add +8.4% | 517 | $787K |
| Royal Fund Management, LLC | 0.09% | Add +1.2% | 516 | $785K |
| HB Wealth Management, LLC | 0.01% | Add +245.3% | 511 | $777K |
| Central Pacific Bank - Trust Division | 0.10% | — | 514 | $776K |
| Gilbert & Cook, Inc. | 0.11% | Reduce -3.8% | 509 | $774K |
| Neuberger Berman Group LLC | 0.00% | Add +4.7% | 508 | $773K |
| Aviva PLC | 0.00% | Reduce -0.2% | 502 | $764K |
| Arax Advisory Partners | 0.08% | Add +72.8% | 501 | $762K |
| Sage Capital Advisors,llc | 0.22% | Add +233.3% | 500 | $761K |
| Avalon Trust Co | 0.06% | New | 500 | $761K |
| Calamos Wealth Management LLC | 0.04% | No change | 500 | $761K |
| Financial Security Advisor, Inc. | 0.27% | Add +7.1% | 499 | $759K |
| Harvest Investment Services, LLC | 0.30% | Reduce -3.8% | 486 | $739K |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | New | 486 | $739K |
| Qtron Investments LLC | 0.10% | No change | 471 | $717K |
| Mission Wealth Management, LP | 0.02% | New | 464 | $706K |
| Degroof Petercam Asset Management | 0.01% | No change | 456 | $694K |
| Conestoga Capital Advisors, LLC | 0.01% | Reduce -9.9% | 455 | $692K |
| Raymond James Trust N.A. | 0.02% | Add +2.5% | 455 | $692K |
| Private Advisor Group, LLC | 0.01% | Reduce -12.7% | 454 | $691K |
| Metis Global Partners, LLC | 0.03% | Add +2.7% | 452 | $688K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | No change | 452 | $688K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -0.9% | 448 | $682K |
| Perigon Wealth Management, LLC | 0.02% | No change | 445 | $677K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +0.2% | 441 | $671K |
| Brave Asset Management Inc. | 0.17% | Add +5.0% | 439 | $668K |
| Quadcap Wealth Management, LLC | 0.15% | Add +1.2% | 437 | $665K |
| CIBC Asset Management Inc | 0.00% | Add +0.2% | 435 | $662K |
| Intellectus Partners, LLC | 0.17% | Reduce -0.7% | 426 | $648K |
| Intrinsic Value Partners, LLC | 0.68% | Reduce -2.5% | 422 | $642K |
| Baxter Bros Inc. | 0.08% | Add +13.7% | 416 | $633K |
| MainStreet Investment Advisors LLC | 0.07% | Reduce -4.2% | 408 | $621K |
| Insigneo Advisory Services, LLC | 0.07% | No change | 408 | $621K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -1.5% | 405 | $616K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -0.3% | 401 | $610K |
| Alberta Investment Management Corp | 0.01% | No change | 400 | $609K |
| Lincoln National Corp. | 0.01% | Add +3.7% | 396 | $603K |
| Ritholtz Wealth Management | 0.02% | Add +4.0% | 395 | $601K |
| Spire Wealth Management | 0.01% | Reduce -2.7% | 395 | $601K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.6% | 394 | $599K |
| Salomon & Ludwin, LLC | 0.05% | Add +44.4% | 384 | $584K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.11% | Reduce -74.4% | 404 | $583K |
| Blueshift Asset Management, LLC | 0.30% | New | 378 | $575K |
| Elgethun Capital Management | 0.14% | No change | 378 | $574K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -3.1% | 377 | $574K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -5.0% | 377 | $574K |
| NBT Bank, N.A. | 0.04% | No change | 374 | $569K |
| Diversify Advisory Services, LLC | 0.03% | — | 377 | $569K |
| Hartline Investment Corp./ | 0.10% | New | 372 | $566K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -0.8% | 372 | $566K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.5% | 372 | $566K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -4.1% | 371 | $564K |
| Cross Staff Investments Inc | 0.47% | No change | 370 | $563K |
| Vident Advisory, LLC | 0.01% | Reduce -81.9% | 364 | $554K |
| Synovus Financial Corp. | 0.01% | No change | 358 | $545K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.6% | 357 | $543K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.9% | 353 | $537K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +28.4% | 344 | $523K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -5.0% | 340 | $517K |
| Venturi Wealth Management, LLC | 0.03% | Add +5.3% | 339 | $516K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +7.0% | 336 | $511K |
| Oak Grove Capital LLC | 0.14% | No change | 335 | $510K |
| Blue Edge Capital, LLC | 0.08% | No change | 333 | $507K |
| Winthrop Advisory Group LLC | 0.07% | No change | 327 | $498K |
| Opal Wealth Advisors, LLC | 0.17% | Add +2.5% | 326 | $496K |
| Boyar Asset Management Inc. | 0.32% | Add +10.2% | 325 | $494K |
| Taylor Hoffman Wealth Management | 0.21% | Reduce -7.0% | 320 | $487K |
| Front Street Capital Management, Inc. | 0.09% | Reduce -21.4% | 308 | $485K |
| Sentry Investment Management LLC | 0.19% | No change | 317 | $482K |
| Hara Capital LLC | 0.28% | Add +1.3% | 311 | $473K |
| Bay Rivers Group | 0.26% | No change | 310 | $472K |
| Empowered Funds, LLC | 0.01% | Add +108.8% | 309 | $470K |
| Glenmede Trust Co. NA | 0.00% | Add +2.4% | 304 | $463K |
| Siemens Fonds Invest GmbH | 0.04% | New | 301 | $458K |
| Aquatic Capital Management LLC | 0.01% | New | 300 | $456K |
| Beacon Investment Advisors LLC | 0.26% | Add +6.4% | 299 | $455K |
| Savant Capital, LLC | 0.01% | Reduce -0.7% | 293 | $446K |
| Inspire Investing, LLC | 0.05% | Reduce -6.4% | 292 | $444K |
| Wedbush Securities Inc. | 0.02% | No change | 291 | $443K |
| Walleye Trading LLC | 0.01% | Reduce -75.2% | 290 | $441K |
| Lecap Asset Management Ltd. | 0.09% | New | 289 | $440K |
| Gsa Capital Partners LLP | 0.03% | New | 287 | $437K |
| Hunter Associates Investment Management LLC | 0.07% | New | 282 | $428K |
| Old National Bancorp | 0.01% | Add +0.7% | 280 | $426K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.4% | 279 | $424K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 277 | $421K |
| Acima Private Wealth, LLC | 0.15% | No change | 276 | $420K |
| Resurgent Financial Advisors LLC | 0.22% | Add +10.9% | 275 | $418K |
| Lodestone Wealth Management LLC | 0.22% | Reduce -3.9% | 273 | $416K |
| Crestmont Private Wealth LLC | 0.21% | Add +13.8% | 273 | $415K |
| Dover Advisors, LLC | 0.28% | New | 272 | $414K |
| Cadent Capital Advisors, LLC | 0.16% | Reduce -14.1% | 269 | $409K |
| One Wealth Advisors, LLC | 0.07% | Add +4.3% | 266 | $405K |
| Wallace Advisory Group, LLC | 0.30% | Reduce -4.7% | 285 | $405K |
| Yousif Capital Management, LLC | 0.00% | Add +1.9% | 264 | $402K |
| Allen Investment Management, LLC | 0.01% | No change | 262 | $399K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.8% | 260 | $396K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.0% | 258 | $393K |
| MetLife Investment Management, LLC | 0.00% | Add +0.4% | 257 | $391K |
| MCF Advisors LLC | 0.03% | Reduce -27.1% | 255 | $388K |
| Flagstone Financial Management | 0.15% | No change | 254 | $386K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.7% | 254 | $386K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Reduce -31.8% | 253 | $385K |
| FDx Advisors, Inc. | 0.06% | Reduce -65.2% | 251 | $382K |
| Highlander Capital Management, LLC | 0.15% | No change | 250 | $380K |
| Trustmark Bank Trust Department | 0.03% | No change | 250 | $380K |
| Norman Fields, Gottscho Capital Management, LLC | 0.14% | Reduce -89.9% | 250 | $380K |
| Sebold Capital Management, Inc. | 0.25% | Add +24.9% | 246 | $374K |
| Park Avenue Securities LLC | 0.00% | Add +18.8% | 246 | $374K |
| Financial Advocates Investment Management | 0.02% | New | 245 | $373K |
| FineMark National Bank & Trust | 0.01% | Reduce -9.6% | 245 | $373K |
| Tritonpoint Wealth, LLC | 0.04% | Add +1.5% | 265 | $371K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -66.3% | 241 | $367K |
| Wambolt & Associates, LLC | 0.11% | Add +3.5% | 240 | $362K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -8.2% | 234 | $356K |
| Vestcor Inc | 0.01% | Reduce -1.3% | 234 | $356K |
| New York Life Investment Management LLC | 0.00% | Add +0.4% | 232 | $353K |
| Manchester Financial Inc. | 0.09% | Reduce -6.5% | 231 | $351K |
| Moors & Cabot, Inc. | 0.02% | New | 230 | $350K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +10.3% | 224 | $341K |
| Credit Agricole S A | 0.01% | No change | 237 | $340K |
| LGT Financial Advisors LLC | 0.39% | Reduce -9.5% | 220 | $335K |
| IHT Wealth Management, LLC | 0.01% | Add +2.3% | 220 | $335K |
| Ossiam | 0.01% | Reduce -27.6% | 218 | $332K |
| Isthmus Partners, LLC | 0.04% | New | 216 | $329K |
| Cwm, LLC | 0.00% | Add +36.3% | 214 | $326K |
| Symmetry Partners, LLC | 0.03% | No change | 213 | $324K |
| Parsons Capital Management Inc. | 0.02% | No change | 210 | $320K |
| Forum Financial Management, LP | 0.01% | No change | 209 | $318K |
| Equitable Trust Co. | 0.02% | Add +4.5% | 209 | $318K |
| Evercore Wealth Management, LLC | 0.01% | New | 209 | $318K |
| RAM Investment Partners, LLC | 0.10% | New | 208 | $316K |
| Inceptionr LLC | 0.08% | New | 208 | $316K |
| Manchester Capital Management LLC | 0.04% | No change | 208 | $316K |
| Evergreen Capital Management LLC | 0.01% | Add +4.6% | 206 | $313K |
| Dakota Wealth Management | 0.01% | Reduce -31.1% | 206 | $313K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -8.5% | 205 | $312K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -96.6% | 203 | $309K |
| Mirabella Financial Services LLP | 0.02% | Add +31.0% | 203 | $309K |
| Fidelis Capital Partners, LLC | 0.05% | Add +12.4% | 200 | $304K |
| Aptus Capital Advisors, LLC | 0.01% | Add +19.8% | 200 | $304K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -46.9% | 195 | $297K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.4% | 195 | $297K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 194 | $295K |
| Cresset Asset Management, LLC | 0.00% | Reduce -54.3% | 193 | $294K |
| Daymark Wealth Partners, LLC | 0.02% | Add +2.7% | 192 | $292K |
| Greenleaf Trust | 0.00% | Add +1.6% | 192 | $292K |
| Fifth Third Bancorp | 0.00% | Add +12.3% | 192 | $292K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.0% | 192 | $292K |
| Inlet Private Wealth, LLC | 0.08% | New | 191 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.0% | 191 | $291K |
| UniSuper Management Pty Ltd | 0.00% | Add +90.0% | 190 | $289K |
| HighPoint Advisor Group LLC | 0.02% | Add +14.3% | 176 | $288K |
| Howland Capital Management LLC | 0.01% | New | 189 | $288K |
| Traphagen Investment Advisors LLC | 0.03% | No change | 188 | $286K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +1.1% | 188 | $286K |
| CM Wealth Advisors LLC | 0.08% | New | 177 | $286K |
| RMR Capital Management, LLC | 0.28% | No change | 186 | $283K |
| Capital Asset Advisory Services LLC | 0.02% | New | 184 | $278K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.7% | 182 | $277K |
| Covestor Ltd | 0.18% | Add +483.9% | 181 | $276K |
| Northwest Quadrant Wealth Management, LLC | 0.07% | Reduce -5.2% | 181 | $275K |
| Studio Investment Management LLC | 0.07% | New | 181 | $275K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.8% | 177 | $269K |
| AXA S.A. | 0.00% | Reduce -2.2% | 175 | $266K |
| Am Investment Strategies LLC | 0.07% | New | 175 | $266K |
| Epic Trust Investment Advisors, LLC | 0.32% | Add +6.8% | 173 | $263K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -43.6% | 173 | $263K |
| Hunting Hill Global Capital, LLC | 0.15% | New | 172 | $262K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 171 | $260K |
| Culbertson A N & Co. Inc. | 0.04% | New | 170 | $259K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -9.2% | 167 | $254K |
| Simplicity Wealth,LLC | 0.01% | New | 167 | $254K |
| waypoint wealth counsel | 0.19% | Reduce -21.3% | 166 | $253K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 166 | $253K |
| NorthCoast Asset Management LLC | 0.00% | New | 164 | $250K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -50.8% | 163 | $248K |
| Dimension Capital Management LLC | 0.05% | No change | 162 | $246K |
| AE Wealth Management LLC | 0.00% | Reduce -61.0% | 161 | $245K |
| SVB Wealth LLC | 0.01% | Reduce -5.9% | 159 | $242K |
| Lido Advisors, LLC | 0.00% | Reduce -0.6% | 158 | $241K |
| Wills Financial Group, Inc. | 0.11% | No change | 157 | $239K |
| SpiderRock Advisors, LLC | 0.01% | — | 158 | $239K |
| Bremer Bank National Association | 0.04% | No change | 155 | $236K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.3% | 153 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 153 | $233K |
| Marcum Wealth, LLC | 0.02% | Reduce -1.3% | 151 | $230K |
| Signaturefd, LLC | 0.00% | No change | 151 | $230K |
| Alhambra Investment Management LLC | 0.12% | New | 149 | $227K |
| Accretive Wealth Partners, LLC | 0.10% | New | 143 | $226K |
| Schechter Investment Advisors, LLC | 0.02% | New | 147 | $224K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -14.7% | 145 | $221K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 144 | $219K |
| Cigna Investments Inc. | 0.04% | New | 141 | $215K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 141 | $215K |
| Arlington Trust Co LLC | 0.06% | Reduce -0.7% | 141 | $215K |
| Beacon Financial Group | 0.02% | No change | 141 | $215K |
| MBL Wealth, LLC | 0.02% | No change | 141 | $215K |
| Cypress Capital Group | 0.03% | Reduce -17.3% | 139 | $211K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +72.5% | 138 | $210K |
| Oak Thistle LLC | 0.19% | New | 138 | $210K |
| Silverlake Wealth Management LLC | 0.11% | New | 138 | $210K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 138 | $210K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 138 | $210K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.5% | 138 | $210K |
| Balentine LLC | 0.01% | Reduce -38.7% | 136 | $207K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -5.6% | 135 | $205K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 134 | $204K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -28.5% | 133 | $202K |
| Tucker Asset Management LLC | 0.05% | Reduce -2.3% | 130 | $198K |
| Huntington National Bank | 0.00% | Add +6.6% | 130 | $198K |
| Motco | 0.01% | New | 115 | $175K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1166.7% | 114 | $173K |
| Hexagon Capital Partners LLC | 0.04% | No change | 112 | $170K |
| American International Group, Inc. | 0.00% | No change | 108 | $164K |
| Walleye Capital LLC | 0.00% | New | 107 | $163K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 98 | $149K |
| Farther Finance Advisors, LLC | 0.01% | Add +17.1% | 96 | $145K |
| Colonial Trust Advisors | 0.01% | No change | 93 | $141K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 91 | $138K |
| TCTC Holdings, LLC | 0.00% | No change | 84 | $128K |
| Geneos Wealth Management Inc. | 0.01% | Add +43.4% | 76 | $116K |
| Jones Financial Companies LLLP | 0.00% | New | 76 | $116K |
| IFP Advisors, Inc | 0.01% | Add +1.4% | 75 | $114K |
| Evolution Advisers, Inc. | 0.06% | Add +2.8% | 73 | $110K |
| Mendota Financial Group, LLC | 0.06% | No change | 72 | $110K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.3% | 71 | $107K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 70 | $106K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -42.7% | 67 | $102K |
| Capital Analysts, LLC | 0.00% | Add +5.3% | 60 | $91K |
| Quadrant Capital Group LLC | 0.01% | No change | 58 | $88K |
| Penserra Capital Management LLC | 0.00% | No change | 58 | $88K |
| Global Assets Advisory, LLC | 0.05% | New | 58 | $88K |
| Quent Capital, LLC | 0.01% | No change | 56 | $85K |
| Rothschild Investment LLC | 0.01% | No change | 55 | $84K |
| Crewe Advisors LLC | 0.01% | New | 53 | $81K |
| Barrett & Company, Inc. | 0.04% | Add +23.8% | 52 | $79K |
| SouthState Bank Corp | 0.01% | No change | 52 | $79K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 51 | $78K |
| M&R Capital Management Inc. | 0.02% | Reduce -50.0% | 50 | $76K |
| Evermay Wealth Management LLC | 0.01% | New | 49 | $75K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 47 | $72K |
| Avior Wealth Management, LLC | 0.00% | Add +74.1% | 47 | $72K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 40 | $61K |
| Centennial Bank | 0.03% | No change | 40 | $61K |
| Lindbrook Capital, LLC | 0.01% | Add +8.1% | 40 | $61K |
| Westpac Banking Corp. | 0.00% | Add +81.8% | 40 | $61K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $59K |
| GAMMA Investing LLC | 0.01% | Add +90.0% | 38 | $58K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 32 | $49K |
| Raffa Wealth Management, LLC | 0.01% | Add +3100.0% | 32 | $49K |
| Denali Advisors LLC | 0.01% | Reduce -3.2% | 30 | $46K |
| Planning Capital Management Corp | 0.03% | No change | 28 | $43K |
| Delta Asset Management LLC | 0.00% | No change | 28 | $43K |
| Oakworth Capital, Inc. | 0.00% | No change | 28 | $43K |
| Clearstead Advisors, LLC | 0.00% | No change | 25 | $41K |
| Global Retirement Partners, LLC | 0.00% | No change | 26 | $40K |
| RFP Financial Group LLC | 0.01% | No change | 22 | $33K |
| Blue Trust, Inc. | 0.00% | Add +4.8% | 22 | $33K |
| Private Trust Co. NA | 0.00% | No change | 21 | $32K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 18 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $27K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 17 | $26K |
| Quarry LP | 0.01% | New | 16 | $24K |
| Investors Research Corp | 0.01% | No change | 16 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 16 | $24K |
| State of Wyoming | 0.00% | Add +15.4% | 15 | $23K |
| Assetmark, Inc. | 0.00% | No change | 15 | $23K |
| Private Wealth Management Group, LLC | 0.01% | Add +8.3% | 13 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $20K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -13.3% | 13 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 13 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 12 | $18K |
| Citizens National Bank Trust Department | 0.00% | New | 12 | $18K |
| Adirondack Trust Co. | 0.01% | Add +20.0% | 12 | $18K |
| Asset Dedication, LLC | 0.00% | Reduce -42.1% | 11 | $17K |
| Riverview Trust Co | 0.01% | New | 11 | $17K |
| Truvestments Capital LLC | 0.01% | No change | 11 | $17K |
| Whittier Trust Co. | 0.00% | No change | 11 | $17K |
| Trust Co | 0.00% | New | 10 | $15K |
| Bangor Savings Bank | 0.00% | No change | 10 | $15K |
| Credential Qtrade Securities Inc. | 0.00% | No change | 10 | $15K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 10 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | Add +12.5% | 9 | $14K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 9 | $14K |
| Leonteq Securities AG | 0.00% | Add +28.6% | 9 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $14K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 8 | $12K |
| Colonial Trust Co / SC | 0.00% | No change | 8 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +60.0% | 8 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 7 | $11K |
| Legacy Bridge, LLC | 0.01% | No change | 7 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -46.1% | 7 | $11K |
| Eagle Bay Advisors LLC | 0.01% | New | 7 | $11K |
| Rogco, LP | 0.00% | Reduce -89.5% | 7 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 7 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 7 | $11K |
| City Holding Co. | 0.00% | No change | 12 | $10K |
| Redmont Wealth Advisors LLC | 0.01% | New | 6 | $9K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -14.3% | 6 | $9K |
| Silicon Valley Capital Partners | 0.00% | New | 6 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 6 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 5 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -96.8% | 5 | $8K |
| Janiczek Wealth Management, LLC | 0.00% | New | 5 | $8K |
| Spotlight Asset Group, Inc. | 0.01% | New | 5 | $8K |
| SRH Advisors, LLC | 0.00% | No change | 5 | $8K |
| Webster Bank, N. A. | 0.00% | New | 5 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5 | $8K |
| Main Street Group, LTD | 0.00% | No change | 5 | $8K |
| Bokf, NA | 0.00% | No change | 5 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $7K |
| Mather Group, Llc. | 0.00% | New | 5 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 4 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 4 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 3 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 3 | $5K |
| LRI Investments, LLC | 0.00% | — | 3 | $5K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 3 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 2 | $3K |
| Fairman Group, LLC | 0.00% | No change | 2 | $3K |
| Red Tortoise LLC | 0.00% | New | 2 | $3K |
| Mechanics Financial Corp | 0.00% | No change | 2 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 2 | $3K |
| Archer Investment Corp | 0.00% | No change | 2 | $3K |
| West Paces Advisors Inc. | 0.00% | Reduce -60.0% | 2 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 2 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $3K |
| TD Capital Management LLC | 0.00% | New | 2 | $3K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -33.3% | 2 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 2 | $3K |
| First PREMIER Bank | 0.00% | New | 1 | $2K |
| EntryPoint Capital, LLC | 0.00% | New | 1 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $2K |
| AlphaQuest LLC | 0.00% | Reduce -99.6% | 1 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -80.0% | 1 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 1 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1 | $2K |
"% of holder's portfolio" is MKL's weight in each manager's 13F, not the share of Markel Group Inc. the manager owns.