Markel GroupMKL

13F holders, Q2 2024 (June 30)
811holders +67
105new positions
41sold out
12famous investors
$1575.75avg. 13F price*

At the end of Q2 2024, 811 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 67 from Q1 2024. 105 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock Inc. ($1.2B) and Principal Financial Group Inc. ($875.7M). 12 famous investors held it, including Francois Rochon (2.8% of Giverny Capital's portfolio), Tom Russo (0.2% of Gardner Russo & Quinn's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Markel Group Inc.
CUSIP
570535104
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 744Q1 2024Q2 2024: 811Q2 2024Q3 2024: 793Q3 2024Q4 2024: 832Q4 2024Q1 2025: 853Q1 2025Q2 2025: 854Q2 2025Q3 2025: 855Q3 2025Q4 2025: 923Q4 2025Q1 2026: 929Q1 2026Q2 2026: 930Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions105$149.7M
Exits41$32.4M

All 13F filers, Q1 2024 → Q2 2024: 312,650 shares bought and 423,454 shares sold, net −110,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 811 holders

Vanguard Group Inc. 0.04% Reduce -0.9% 1,160,783 $1.8B
BlackRock Inc. 0.03% Add +0.1% 750,013 $1.2B
Principal Financial Group Inc. 0.52% Reduce -1.0% 555,753 $875.7M
Morgan Stanley 0.06% Reduce -1.3% 516,344 $813.6M
State Street Corp. 0.02% Add +2.8% 315,837 $497.7M
Davis Selected Advisers 2.63% Add +0.3% 287,061 $452.3M
Baillie Gifford & Co. 0.33% Reduce -1.4% 268,746 $423.5M
Boston Partners 0.47% Add +10.7% 237,427 $374.1M
Wellington Management Group LLP 0.07% Reduce -4.9% 234,550 $369.6M
DAVENPORT & Co LLC 2.05% Add +0.6% 205,082 $323.2M
Geode Capital Management, LLC 0.03% Add +0.7% 198,800 $312.6M
T. Rowe Price Investment Management, Inc. 0.15% Add +0.2% 154,060 $242.7M
Norges Bank 0.04% Reduce -0.4% 150,083 $236.5M
Bank of America Corp. 0.02% Add +1.0% 141,129 $222.4M
Dimensional Fund Advisors LP 0.05% Add +4.9% 113,556 $178.9M
DF Dent & Co. Inc. 2.26% Reduce -4.1% 111,143 $175.1M
First Manhattan Co. Llc. 0.56% Add +0.1% 110,212 $173.7M
Scharf Investments, LLC 4.80% Reduce -13.3% 106,706 $168.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +39.8% 97,565 $153.7M
Mackenzie Financial Corp. 0.23% Reduce -25.9% 97,343 $153.4M
Northern Trust Corp. 0.02% Add +6.7% 91,165 $143.6M
Douglass Winthrop Advisors, LLC 2.93% Reduce -0.3% 91,149 $143.6M
Fenimore Asset Management Inc 3.07% Add +0.5% 88,839 $140.0M
Van Lanschot Kempen Investment Management N.V. 1.50% Add +15.4% 85,247 $134.3M
Legal & General Group Plc 0.04% Reduce -3.3% 84,270 $132.8M
Mitsubishi UFJ Trust & Banking Corp 0.31% Reduce -3.6% 82,348 $129.8M
Polar Capital Holdings Plc 0.77% Add +2.8% 81,750 $128.8M
Barr E S & Co. 8.13% Reduce -1.2% 78,681 $124.0M
Fort Washington Investment Advisors Inc. 0.80% Reduce -0.4% 77,818 $122.6M
Check Capital Management Inc. 8.91% Add +0.2% 77,338 $121.9M
Bank Julius Baer & Co. Ltd, Zurich 0.46% Reduce -5.3% 71,331 $120.6M
HighTower Advisors, LLC 0.17% Add +1.9% 70,338 $110.9M
Jennison Associates LLC 0.07% Reduce -8.3% 69,944 $110.2M
Avenir Corp. 10.60% Reduce -14.3% 69,263 $109.1M
California Public Employees Retirement System 0.08% Reduce -18.8% 66,178 $104.3M
Wells Fargo & Company 0.03% Reduce -3.3% 65,438 $103.1M
Epoch Investment Partners, Inc. 0.43% Reduce -3.3% 59,306 $93.4M
Graham Holdings Co Master Retirement Trust 15.26% No change 58,008 $91.4M
Cooke & Bieler LP 0.87% Reduce -0.1% 57,465 $90.5M
Graham Holdings Co 10.74% No change 55,430 $87.3M
Charles Schwab Investment Management Inc. 0.02% Add +3.0% 54,952 $86.6M
Envestnet Asset Management Inc. 0.03% Reduce -1.8% 53,107 $83.7M
CANADA LIFE ASSURANCE Co 0.15% Reduce -26.2% 50,011 $78.8M
Bank of New York Mellon Corp 0.01% Add +3.0% 49,684 $78.3M
APG Asset Management N.V. 0.13% Reduce -9.9% 50,016 $73.5M
Thompson Siegel & Walmsley LLC 1.17% Reduce -22.7% 46,081 $72.6M
TD Asset Management Inc 0.06% Add +0.1% 43,325 $68.3M
Anchor Capital Advisors LLC 1.90% Reduce -4.8% 42,947 $67.7M
Giverny Capital 2.76% Reduce -48.5% 41,471 $65.3M
Marathon Asset Management Ltd 1.98% Reduce -5.7% 40,099 $63.2M
Royal Bank of Canada 0.01% Reduce -0.4% 39,437 $62.1M
Swiss National Bank 0.04% Reduce -1.9% 38,820 $61.2M
Confluence Investment Management LLC 0.88% Reduce -3.5% 38,667 $60.9M
Steginsky Capital LLC 13.96% Add +0.4% 38,575 $60.8M
Broad Run Investment Management, LLC 7.69% Reduce -14.2% 35,645 $56.2M
Invesco Ltd. 0.01% Add +98.5% 35,199 $55.5M
Davis Asset Management, L.P. 2.48% No change 35,000 $55.1M
UBS Group AG 0.02% Reduce -6.9% 32,285 $50.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.6% 31,304 $49.3M
Goldman Sachs Group Inc. 0.01% Add +4.7% 31,067 $49.0M
Beck Mack & Oliver LLC 1.00% Reduce -2.3% 30,623 $48.3M
AQR Capital Management 0.07% Reduce -21.3% 29,815 $47.0M
Capco Asset Management, LLC 10.72% Add +1.5% 28,764 $45.3M
Alta Capital Management LLC/ 2.84% Reduce -5.4% 28,649 $45.1M
Raymond James & Associates 0.03% Add +3.6% 28,334 $44.6M
Sather Financial Group Inc 3.09% Add +8.0% 28,293 $44.6M
Quilter Plc 0.99% Add +12.5% 27,897 $44.0M
Greenbrier Partners Capital Management, LLC 3.57% No change 27,456 $43.3M
Amundi 0.02% Add +50.8% 25,742 $39.8M
Nuveen Asset Management, LLC 0.01% Reduce -9.2% 25,213 $39.7M
Raymond James Financial Services Advisors, Inc. 0.06% Add +10.8% 24,663 $38.9M
Qube Research & Technologies Ltd 0.07% Reduce -12.6% 22,909 $36.1M
Greenlea Lane Capital Management, LLC 9.79% Add +2.8% 22,760 $35.9M
D. E. Shaw & Co. 0.05% Add +91.2% 22,341 $35.2M
Country Trust Bank 0.85% Reduce -0.1% 21,234 $33.5M
Barclays PLC 0.02% Reduce -1.1% 20,898 $32.9M
First Trust Advisors LP 0.03% Add +9.7% 20,856 $32.9M
Lafayette Investments, Inc. 7.33% Add +0.2% 20,459 $32.2M
California State Teachers Retirement System 0.04% Add +8.8% 20,402 $32.1M
National Pension Service 0.04% Add +2.1% 19,997 $31.5M
Pinnacle Associates Ltd. 0.48% Add +0.4% 19,378 $30.5M
JPMorgan Chase & Co. 0.00% Reduce -28.9% 19,311 $30.4M
Deutsche Bank AG 0.01% Reduce -14.7% 18,813 $29.6M
Mraz, Amerine & Associates, Inc. 5.98% Add +1.1% 18,453 $29.1M
Cobblestone Capital Advisors LLC 1.77% Add +0.2% 18,260 $28.8M
Sprucegrove Investment Management Ltd. 1.48% Add +0.9% 18,182 $28.6M
Martingale Asset Management L P 0.62% Reduce -1.3% 18,154 $28.6M
Lincoln Capital LLC 6.34% Reduce -0.7% 18,045 $28.4M
Renaissance Technologies 0.05% Add +38.9% 17,781 $28.0M
Focus Partners Wealth 0.09% Add +96.5% 17,564 $27.7M
Rhumbline Advisers 0.03% Reduce -0.3% 17,276 $27.2M
Los Angeles Capital Management LLC 0.09% Add +0.2% 15,751 $24.8M
Citadel Investment Advisory, Inc. 14.11% Reduce -0.2% 15,714 $24.8M
Janus Henderson Group PLC 0.01% Add +10.8% 15,467 $24.4M
Truist Financial Corp. 0.04% Reduce -14.7% 15,420 $24.3M
Russell Investments Group, Ltd. 0.04% Reduce -14.1% 14,961 $23.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -24.0% 14,265 $22.5M
Heritage Wealth Advisors 0.98% Reduce -1.4% 13,847 $21.8M
HSBC Holdings PLC 0.01% Reduce -14.6% 13,711 $21.6M
Natixis Advisors, LLC 0.04% Reduce -7.0% 12,894 $20.3M
FMR LLC 0.00% Reduce -31.1% 12,824 $20.2M
Select Equity Group, L.P. 0.08% Reduce -76.0% 12,662 $20.0M
Poehling Capital Management, INC. 5.29% Add +3.5% 12,264 $19.3M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -10.0% 11,520 $18.2M
Seizert Capital Partners, LLC 0.88% Reduce -6.1% 11,273 $17.8M
Banyan Capital Management, Inc. 10.27% Reduce -0.8% 10,788 $17.0M
PYA Waltman Capital, LLC 6.05% Reduce -0.6% 10,459 $16.5M
Wedge Capital Management L L P 0.29% Reduce -24.5% 10,268 $16.2M
GMO 0.05% Reduce -9.8% 10,165 $16.0M
Alliancebernstein L.P. 0.01% Reduce -12.1% 10,139 $16.0M
Millennium Management 0.01% New 9,932 $15.6M
Marshall Wace, LLP 0.02% New 9,898 $15.6M
Assenagon Asset Management S.A. 0.04% Add +6.0% 9,884 $15.6M
Gardner Russo & Quinn 0.16% Reduce -1.8% 9,619 $15.2M
Citigroup Inc. 0.01% Reduce -5.2% 9,515 $15.0M
New York State Common Retirement Fund 0.02% Reduce -6.0% 9,494 $15.0M
CI Investments Inc. 0.06% Reduce -18.4% 9,319 $14.7M
Citadel Advisors 0.01% New 9,227 $14.5M
Canada Pension Plan Investment Board 0.01% Reduce -27.1% 9,174 $14.5M
Motley Fool Wealth Management, LLC 0.73% Add +1.9% 9,077 $14.3M
Tudor Investment Corporation 0.16% Reduce -19.9% 9,007 $14.2M
American Century Companies Inc. 0.01% Add +115.7% 8,895 $14.0M
Smith Salley Wealth Management 1.00% Add +6.5% 8,855 $14.0M
Illinois Municipal Retirement Fund 0.21% Add +7.3% 8,810 $13.9M
Blair William & Co. 0.04% Reduce -8.7% 8,702 $13.7M
Hutchinson Capital Management 2.80% Add +0.3% 8,682 $13.7M
First National Bank of Omaha 0.87% Add +3.4% 8,398 $13.2M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 8,382 $13.2M
Snyder Capital Management L P 0.29% Reduce -1.8% 8,291 $13.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.8% 8,189 $12.9M
Treasurer of the State of North Carolina 0.05% Add +5.9% 8,181 $12.9M
GAM Holding AG 0.97% Reduce -0.0% 8,026 $12.6M
Fuller & Thaler Asset Management, Inc. 0.05% Add +5.6% 7,990 $12.6M
Mercer Global Advisors Inc. 0.03% Add +48.6% 7,982 $12.6M
Kirr Marbach & Co. LLC 3.02% No change 7,977 $12.6M
Captrust Financial Advisors 0.04% Reduce -4.2% 7,775 $12.3M
Lathrop Investment Management Co. 2.36% Reduce -1.4% 7,668 $12.1M
Rheos Capital Works Inc. 0.62% No change 7,500 $11.8M
Point72 Asset Management 0.04% New 7,310 $11.5M
State of Wisconsin Investment Board 0.03% Add +2.1% 7,190 $11.3M
Sei Investments Co. 0.02% Add +65.6% 7,133 $11.2M
Brown Advisory Inc. 0.01% Add +635.0% 6,865 $10.8M
Lighthouse Investment Partners, LLC 0.60% New 6,801 $10.7M
Ameriprise Financial Inc. 0.00% Add +1.5% 6,637 $10.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.12% — 6,545 $10.3M
Cheviot Value Management, LLC 2.00% Add +4.2% 6,491 $10.2M
Roundview Capital LLC 0.80% Add +1.7% 6,450 $10.2M
Regency Capital Management Inc.\DE 6.39% Add +5.1% 6,304 $9.9M
Live Oak Private Wealth LLC 1.68% Reduce -0.1% 6,212 $9.8M
PNC Financial Services Group, Inc. 0.01% Reduce -3.0% 6,094 $9.6M
Brandywine Global Investment Management, LLC 0.07% Reduce -0.1% 6,024 $9.5M
BNP Paribas Financial Markets 0.01% Reduce -11.1% 5,980 $9.4M
Frontier Capital Management Co. LLC 0.09% New 5,955 $9.4M
Ensign Peak Advisors, Inc 0.02% Add +7.2% 5,747 $9.1M
Seneca House Advisors 3.91% Add +4.7% 5,719 $9.0M
JCP Investment Management, LLC 10.05% New 5,706 $9.0M
Danske Bank A/S 0.03% Reduce -9.8% 5,624 $8.9M
Teacher Retirement System of Texas 0.05% Reduce -26.1% 5,579 $8.8M
Victory Capital Management Inc. 0.01% Reduce -0.9% 5,545 $8.7M
PGGM Investments 0.12% No change 5,472 $8.6M
Man Group plc 0.02% Reduce -9.9% 5,394 $8.5M
LPL Financial LLC 0.00% Add +11.1% 5,358 $8.4M
Redmond Asset Management, LLC 2.76% Reduce -4.5% 5,329 $8.4M
Solidarity Wealth, LLC 2.51% Add +4.0% 5,239 $8.3M
Cibc World Market Inc. 0.02% Reduce -6.8% 5,163 $8.1M
Storebrand Asset Management As 0.03% Add +0.8% 5,138 $8.1M
Janney Montgomery Scott LLC 0.02% Add +13.7% 5,100 $8.0M
Royal London Asset Management Ltd. 0.02% Reduce -1.8% 5,091 $8.0M
Pictet Asset Management Holding SA 0.01% Reduce -7.9% 5,046 $8.0M
Franklin Resources Inc. 0.00% Reduce -0.6% 5,044 $7.9M
Creative Planning 0.01% Add +4.7% 5,035 $7.9M
State of New Jersey Common Pension Fund D 0.03% Reduce -33.5% 4,963 $7.8M
Public Employees Retirement System of Ohio 0.03% Reduce -2.7% 4,896 $7.7M
Resona Asset Management Co.,Ltd. 0.05% Reduce -5.6% 4,890 $7.7M
Chapman Investment Management, LLC 5.72% Reduce -3.9% 4,773 $7.5M
Asset Management One Co., Ltd. 0.03% Reduce -4.1% 4,680 $7.4M
Stifel Financial Corp. 0.01% Add +5.9% 4,529 $7.1M
Gateway Investment Advisers LLC 0.08% Add +19.8% 4,486 $7.1M
Susquehanna International Group, LLP 0.01% Add +439.3% 4,465 $7.0M
Great Lakes Advisors, LLC 0.06% New 4,317 $6.8M
Lowe Brockenbrough & Co. Inc. 0.45% Reduce -0.1% 4,294 $6.8M
Commonwealth Equity Services, LLC 0.01% Add +0.9% 4,269 $6.7M
Marex Group Ltd 0.17% No change 4,094 $6.5M
Andra AP-fonden 0.11% Add +14.8% 4,030 $6.3M
Jane Street Group, LLC 0.01% Add +312.7% 4,007 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.3% 3,999 $6.3M
Cerity Partners LLC 0.02% Reduce -18.5% 3,915 $6.2M
Clear Harbor Asset Management, LLC 0.53% Add +1.3% 3,849 $6.1M
State of Alaska, Department of Revenue 0.07% Add +100.9% 3,763 $5.9M
Bank of Montreal 0.00% Reduce -0.8% 3,631 $5.7M
Nomura Asset Management Co. Ltd. 0.02% Add +0.2% 3,616 $5.7M
Arizona State Retirement System 0.04% Reduce -0.9% 3,602 $5.7M
Montag A & Associates Inc. 0.28% No change 3,562 $5.6M
Court Place Advisors, LLC 1.74% Add +2.0% 3,516 $5.5M
Hantz Financial Services, Inc. 0.11% Reduce -3.8% 3,497 $5.5M
Squarepoint Ops LLC 0.02% Add +43.9% 3,401 $5.4M
Pinebridge Investments, L.P. 0.04% New 3,351 $5.3M
GHP Investment Advisors, Inc. 0.26% Add +2.0% 3,345 $5.3M
Alpha Omega Wealth Management LLC 1.00% Add +0.8% 3,318 $5.2M
Voya Investment Management LLC 0.01% Add +103.8% 3,216 $5.1M
Evergreen Wealth Management, LLC 3.32% No change 3,183 $5.0M
Annandale Capital, LLC 1.02% No change 3,118 $4.9M
CIBC Private Wealth Group LLC 0.01% Reduce -64.5% 3,113 $4.8M
Weil Company, Inc. 1.75% Add +155.4% 3,049 $4.8M
Townsquare Capital LLC 0.06% Add +1.7% 2,970 $4.7M
GoodHaven Capital Management, LLC 1.73% Add +0.5% 2,940 $4.6M
Neville Rodie & Shaw Inc. 0.35% Reduce -13.2% 2,925 $4.6M
Berkeley, Inc 2.85% Add +20.5% 2,908 $4.6M
Corient Private Wealth LP 0.01% Add +0.1% 2,904 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +14.8% 2,902 $4.6M
Ellsworth Advisors, LLC 1.27% Add +2.9% 2,896 $4.6M
Hudson Value Partners, LLC 1.91% Reduce -1.8% 2,872 $4.5M
Florida Trust Wealth Management Co 0.15% Reduce -1.0% 2,797 $4.4M
Mariner, LLC 0.01% Add +6.6% 2,739 $4.3M
Handelsbanken Fonder AB 0.02% Reduce -41.4% 2,664 $4.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +12.0% 2,652 $4.2M
Needham Investment Management LLC 0.34% Add +20.4% 2,650 $4.2M
Buttonwood Financial Advisors Inc. 1.96% Add +3.0% 2,639 $4.2M
Ervin Investment Management, LLC 2.82% Reduce -3.0% 2,578 $4.1M
CenterBook Partners LP 0.25% New 2,555 $4.0M
Greenline Partners, LLC 0.61% New 2,554 $4.0M
Horizon Kinetics Asset Management LLC 0.07% Reduce -0.1% 2,551 $4.0M
Chemistry Wealth Management LLC 1.03% Add +2.8% 2,529 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +59.1% 2,511 $4.0M
Watchman Group, Inc. 1.26% Add +0.8% 2,496 $3.9M
Pathstone Holdings, LLC 0.02% Add +2.4% 2,487 $3.9M
Schwartz Investment Counsel Inc. 0.14% No change 2,485 $3.9M
Henshaw Capital LLC 0.18% No change 2,476 $3.9M
Curi Capital, LLC 0.09% Reduce -0.4% 2,469 $3.9M
Baird Financial Group, Inc. 0.01% Add +3.7% 2,439 $3.8M
O'shaughnessy Asset Management, LLC 0.04% Add +21.4% 2,435 $3.8M
USS Investment Management Ltd 0.03% Add +5.0% 2,434 $3.8M
Parallel Advisors, LLC 0.10% Add +16.1% 2,428 $3.8M
US Bancorp \de 0.01% Add +0.6% 2,404 $3.8M
IFM Investors Pty Ltd 0.04% No change 2,351 $3.7M
East Coast Asset Management, LLC. 1.34% Reduce -0.6% 2,337 $3.7M
Korea Investment CORP 0.01% Reduce -43.2% 2,331 $3.7M
DNB Asset Management AS 0.02% Add +1.8% 2,310 $3.6M
Centaurus Financial, Inc. 0.24% Reduce -0.8% 2,263 $3.6M
Blue Zone Wealth Advisors, LLC 1.21% Reduce -1.8% 2,228 $3.5M
Liontrust Investment Partners LLP 0.05% No change 2,215 $3.5M
National Bank of Canada 0.01% Reduce -4.9% 2,218 $3.5M
NWF Advisory Services Inc. 0.55% Add +2.1% 2,184 $3.4M
Systematic Financial Management LP 0.10% Reduce -0.6% 2,139 $3.4M
Utah Retirement Systems 0.04% Reduce -6.4% 2,133 $3.4M
Tredje AP-fonden 0.03% Reduce -1.5% 2,079 $3.3M
Beacon Pointe Advisors, LLC 0.04% Reduce -6.7% 2,067 $3.3M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.20% Reduce -11.8% 2,050 $3.2M
Ridgewood Investments LLC 1.61% Reduce -2.2% 2,033 $3.2M
True North Advisors, LLC 0.85% Add +11.2% 2,020 $3.2M
Canal Insurance CO 0.83% No change 2,000 $3.2M
Quadrature Capital Ltd 0.05% New 1,995 $3.1M
Fiduciary Group, LLC 0.34% Reduce -3.0% 1,995 $3.1M
Leuthold Group, LLC 0.36% Reduce -0.8% 1,985 $3.1M
Atria Investments, Inc 0.04% Reduce -2.1% 1,964 $3.1M
D.A. Davidson & Co. 0.03% Reduce -4.4% 1,958 $3.1M
Stansberry Asset Management, LLC 0.43% Add +1.2% 1,935 $3.0M
Swedbank AB 0.00% Add +19.4% 1,932 $3.0M
Aberdeen Group plc 0.01% Reduce -58.0% 1,930 $3.0M
English Capital Management LLC 2.49% No change 1,891 $3.0M
Schonfeld Strategic Advisors LLC 0.02% New 1,872 $2.9M
Ashton Thomas Securities, LLC 0.70% — 1,865 $2.9M
Richard Bernstein Advisors LLC 0.06% No change 1,838 $2.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -48.7% 1,810 $2.9M
Tidal Investments LLC 0.04% Reduce -3.2% 1,807 $2.8M
Salem Investment Counselors Inc. 0.09% Reduce -1.0% 1,799 $2.8M
Adalta Capital Management LLC 1.54% Add +1.4% 1,793 $2.8M
DekaBank Deutsche Girozentrale 0.01% Add +2.9% 1,786 $2.8M
Sanctuary Advisors, LLC 0.02% — 1,951 $2.8M
American Capital Advisory, LLC 1.99% Add +2.6% 1,961 $2.8M
Cannell & Spears LLC 0.06% Add +0.8% 1,727 $2.7M
Public Sector Pension Investment Board 0.02% Reduce -3.8% 1,719 $2.7M
Comerica Bank 0.01% Reduce -54.3% 1,706 $2.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.30% Add +13.5% 1,685 $2.7M
STRS Ohio 0.01% Reduce -0.7% 1,681 $2.6M
Silvercrest Asset Management Group LLC 0.02% No change 1,663 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.0% 1,653 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.4% 1,639 $2.6M
Glenview Trust Co 0.05% Reduce -5.8% 1,621 $2.6M
Forsta Ap-Fonden 0.02% Reduce -22.7% 1,600 $2.5M
Commerce Bank 0.02% Add +21.1% 1,587 $2.5M
Northstar Group, Inc. 0.48% Add +2.8% 1,560 $2.5M
Nebula Research & Development LLC 0.39% New 1,539 $2.4M
Fiduciary Alliance LLC 0.39% Reduce -0.6% 1,535 $2.4M
Nissay Asset Management Corp. /Japan 0.02% Add +0.9% 1,531 $2.4M
Amalgamated Bank 0.02% Add +106.3% 1,527 $2.4M
Federated Hermes, Inc. 0.01% No change 1,518 $2.4M
Beese Fulmer Investment Management, Inc. 0.22% Reduce -5.6% 1,507 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -17.7% 1,491 $2.3M
Orion Portfolio Solutions, LLC 0.02% Reduce -17.7% 1,491 $2.3M
Freedom Day Solutions, LLC 0.79% Add +6.3% 1,475 $2.3M
Xponance LLC 0.02% Add +15.9% 1,463 $2.3M
Kathleen S. Wright Associates Inc. 1.06% No change 1,454 $2.3M
First National Advisers, LLC 0.42% Reduce -11.4% 1,457 $2.3M
Cetera Investment Advisers 0.01% Add +16.0% 1,453 $2.3M
Y-Intercept (Hong Kong) Ltd 0.12% New 1,436 $2.3M
AlphaQuest LLC 0.31% Add +142700.0% 1,428 $2.3M
Modern Wealth Management, LLC 0.17% No change 1,421 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -7.0% 1,401 $2.2M
Procyon Advisors, LLC 0.16% Add +5.4% 1,386 $2.2M
Harbor Investment Advisory, LLC 0.22% Add +1.1% 1,340 $2.1M
KBC Group NV 0.01% Reduce -10.0% 1,335 $2.1M
Texas Yale Capital Corp. 0.10% No change 1,326 $2.1M
Agf Management Ltd. 0.01% Reduce -30.9% 1,325 $2.1M
Toronto Dominion Bank 0.00% Reduce -18.8% 1,275 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +20.9% 1,257 $2.0M
Pavion Blue Capital, LLC 0.97% Add +3.7% 1,254 $2.0M
Gold Investment Management Ltd. 0.81% Reduce -0.9% 1,212 $1.9M
Hilltop Holdings Inc. 0.22% Add +46.1% 1,208 $1.9M
Shelter Mutual Insurance Co 0.49% No change 1,200 $1.9M
Kensington Investment Counsel, LLC 0.83% Reduce -3.2% 1,189 $1.9M
Scotia Capital Inc. 0.01% Add +0.8% 1,187 $1.9M
Intrepid Capital Management Inc. 1.19% Add +3.2% 1,185 $1.9M
Virginia Wealth Management Group, Inc. 1.69% No change 1,172 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -14.9% 1,155 $1.8M
Southeast Asset Advisors, LLC 0.22% No change 1,156 $1.8M
Salvus Wealth Management, LLC 1.24% Reduce -2.0% 1,147 $1.8M
Schroder Investment Management Group 0.00% No change 1,139 $1.8M
Sepio Capital, LP 0.16% Reduce -1.3% 1,137 $1.8M
Wealthfront Advisers LLC 0.01% Add +60.7% 1,130 $1.8M
Gotham Asset Management 0.02% Add +113.0% 1,101 $1.7M
Lawson Kroeker Investment Management Inc. 0.33% Reduce -1.8% 1,098 $1.7M
Gulf International Bank (UK) Ltd 0.04% Add +1.7% 1,069 $1.7M
First Hawaiian Bank 0.05% Reduce -3.4% 1,031 $1.6M
M&T Bank Corp 0.01% Reduce -3.9% 1,029 $1.6M
Holocene Advisors, LP 0.01% Reduce -78.7% 1,018 $1.6M
Bayesian Capital Management, LP 0.18% New 1,013 $1.6M
King Luther Capital Management Corp. 0.01% Reduce -29.5% 1,010 $1.6M
Maryland State Retirement & Pension System 0.03% No change 1,003 $1.6M
Epacria Capital Partners, LLC 1.12% No change 961 $1.5M
Sequoia Financial Advisors, LLC 0.02% Add +1.6% 959 $1.5M
Steward Partners Investment Advisory, LLC 0.02% Add +46.4% 956 $1.5M
Allianz Asset Management GmbH 0.00% Reduce -27.4% 951 $1.5M
Aviva PLC 0.00% Add +85.3% 930 $1.5M
Nordea Investment Management AB 0.00% Add +7.2% 919 $1.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.1% 910 $1.4M
MBB Public Markets I LLC 0.03% New 899 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -55.5% 896 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.3% 889 $1.4M
Axxcess Wealth Management, LLC 0.04% Reduce -0.2% 884 $1.4M
Daiwa Securities Group Inc. 0.01% Add +1.1% 880 $1.4M
Choreo, LLC 0.02% Add +62.0% 873 $1.4M
Lecap Asset Management Ltd. 0.30% Add +201.7% 872 $1.4M
Mgo One Seven LLC 0.06% Reduce -14.4% 864 $1.4M
Bank of Nova Scotia 0.00% Reduce -1.9% 859 $1.4M
Pensionfund Sabic 0.39% No change 850 $1.3M
Redwood Investment Management, LLC 0.11% New 885 $1.3M
Ethic Inc. 0.03% Add +13.7% 837 $1.3M
Macquarie Group Ltd. 0.00% Add +9.9% 819 $1.3M
Prana Capital Management, LP 0.06% New 813 $1.3M
MML Investors Services, LLC 0.01% Reduce -1.5% 811 $1.3M
Tsai Capital Corp 1.25% Add +46.3% 803 $1.3M
Keybank National Association 0.01% Reduce -1.3% 791 $1.2M
RKL Wealth Management LLC 0.12% No change 778 $1.2M
RFG Advisory, LLC 0.04% No change 778 $1.2M
Panagora Asset Management Inc. 0.01% No change 776 $1.2M
Hills Bank & Trust Co 0.10% Reduce -5.6% 772 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +5.6% 770 $1.2M
Ostrum Asset Management 0.11% Reduce -7.0% 769 $1.2M
Rathbones Group PLC 0.01% Add +15.8% 761 $1.2M
MAI Capital Management 0.01% Add +6.7% 760 $1.2M
TD Private Client Wealth LLC 0.04% Reduce -4.4% 755 $1.2M
Compass Ion Advisors, LLC 0.17% No change 778 $1.2M
Ancora Advisors LLC 0.03% Reduce -0.9% 751 $1.2M
Solitude Financial Services 0.55% New 750 $1.2M
Main Street Financial Solutions, LLC 0.11% Reduce -13.4% 749 $1.2M
Aurora Investment Counsel 0.69% Reduce -10.4% 746 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.33% Reduce -1.5% 739 $1.2M
Hunter Associates Investment Management LLC 0.20% Add +161.3% 737 $1.2M
Prudential PLC 0.01% Reduce -5.6% 738 $1.2M
Principle Wealth Partners LLC 0.09% No change 737 $1.2M
Nisa Investment Advisors, LLC 0.01% No change 730 $1.2M
Jacobs Levy Equity Management, Inc. 0.00% New 729 $1.1M
Prudential Financial Inc. 0.00% Reduce -3.8% 729 $1.1M
Intech Investment Management LLC 0.01% Reduce -4.0% 728 $1.1M
Hi-Line Capital Management, LLC 0.48% New 722 $1.1M
Alaska Permanent Fund Corp 0.02% Add +0.6% 683 $1.1M
Cibc World Markets Corp. 0.01% Add +30.7% 707 $1.1M
Candriam S.C.A. 0.01% Reduce -22.4% 703 $1.1M
Trust Co. of Vermont 0.06% Add +13.6% 701 $1.1M
Credit Agricole S A 0.01% Add +194.9% 699 $1.1M
Principal Securities, Inc. 0.03% Reduce -6.0% 690 $1.1M
Fi3 FINANCIAL ADVISORS, LLC 0.48% Reduce -0.4% 687 $1.1M
Fruth Investment Management 0.29% No change 685 $1.1M
Horst & Graben Wealth Management LLC 0.20% No change 676 $1.1M
Quantinno Capital Management LP 0.02% Add +3.1% 673 $1.1M
Savant Capital, LLC 0.01% Add +122.2% 651 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +23.4% 648 $1.0M
Resonant Capital Advisors, LLC 0.08% Add +7.4% 641 $1.0M
Machina Capital S.A.S. 0.44% New 628 $990K
Brevan Howard Capital Management LP 0.07% New 623 $982K
Karpas Strategies, LLC 0.31% Reduce -5.8% 620 $977K
London Co. of Virginia 0.01% No change 607 $956K
Investment Management Corp of Ontario 0.03% Reduce -73.6% 601 $947K
Shelter Ins Retirement Plan 1.26% No change 600 $945K
Encompass Wealth Advisors, LLC 0.25% No change 600 $945K
Kestra Advisory Services, LLC 0.01% Reduce -2.5% 623 $933K
Carmel Capital Partners, LLC 0.39% Add +0.9% 589 $928K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.7% 587 $925K
Arax Advisory Partners 0.09% Add +16.8% 585 $922K
HB Wealth Management, LLC 0.01% Add +14.3% 584 $920K
Smithfield Trust Co 0.05% Reduce -0.3% 582 $918K
Clearstead Advisors, LLC 0.02% Add +2208.0% 577 $909K
Virtus Advisers, LLC 0.44% New 572 $901K
Parisi Gray Wealth Management 0.32% Add +5.3% 572 $901K
Founders Capital Management, LLC 0.16% Reduce -12.1% 568 $895K
Caprock Group, LLC 0.04% New 567 $893K
Verdence Capital Advisors LLC 0.08% Reduce -2.4% 562 $886K
Tributary Capital Management, LLC 0.07% Reduce -1.6% 561 $884K
Atlanta Consulting Group Advisors, LLC 0.19% No change 558 $879K
Stephens Inc. 0.01% Add +0.2% 558 $879K
Advisory Services Network, LLC 0.02% No change 551 $868K
Lakewood Asset Management LLC 0.58% Add +1.0% 528 $832K
Arete Wealth Advisors, LLC 0.07% New 530 $831K
Waverly Advisors, LLC 0.02% Add +0.4% 521 $821K
Central Pacific Bank - Trust Division 0.10% No change 514 $810K
Bessemer Group Inc. 0.00% Reduce -18.6% 511 $805K
Royal Fund Management, LLC 0.11% Reduce -1.2% 510 $804K
Robeco Institutional Asset Management B.V. 0.00% Reduce -5.6% 509 $802K
Neuberger Berman Group LLC 0.00% No change 508 $800K
Campbell & CO Investment Adviser LLC 0.07% New 503 $793K
Ruffer LLP 0.03% Reduce -44.4% 500 $788K
Sage Capital Advisors,llc 0.23% No change 500 $788K
Avalon Trust Co 0.06% No change 500 $788K
Financial Security Advisor, Inc. 0.25% Reduce -6.6% 466 $734K
Metis Global Partners, LLC 0.03% Add +3.1% 466 $734K
Mission Wealth Management, LP 0.02% Reduce -0.7% 461 $726K
Vinva Investment Management Ltd 0.04% New 459 $725K
OMERS ADMINISTRATION Corp 0.01% New 457 $720K
Raymond James Trust N.A. 0.02% Reduce -0.4% 453 $714K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.5% 450 $709K
Perigon Wealth Management, LLC 0.02% Add +0.5% 447 $704K
CIBC Asset Management Inc 0.00% Add +2.5% 446 $703K
Concurrent Investment Advisors, LLC 0.02% Reduce -46.7% 445 $701K
Chevy Chase Trust Holdings, LLC 0.00% No change 441 $695K
Gilbert & Cook, Inc. 0.10% Reduce -13.6% 440 $693K
Brave Asset Management Inc. 0.18% No change 439 $692K
Private Advisor Group, LLC 0.00% Reduce -5.5% 429 $676K
Quadcap Wealth Management, LLC 0.12% Reduce -3.0% 424 $668K
Intrinsic Value Partners, LLC 0.69% No change 422 $665K
Y.D. More Investments Ltd 0.07% New 420 $662K
SG Americas Securities, LLC 0.00% Reduce -63.5% 418 $659K
Oak Grove Capital LLC 0.17% Add +22.4% 410 $646K
MainStreet Investment Advisors LLC 0.08% Reduce -0.3% 407 $641K
Linden Thomas Advisory Services, LLC 0.10% Add +1.0% 405 $638K
ExodusPoint Capital Management, LP 0.01% New 404 $637K
Harvest Investment Services, LLC 0.25% Reduce -17.5% 401 $632K
Calamos Wealth Management LLC 0.03% Reduce -20.0% 400 $630K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -1.7% 398 $627K
WealthPlan Investment Management, LLC 0.09% Add +68.0% 393 $619K
Caisse de depot et placement du Quebec 0.00% Reduce -40.8% 389 $613K
Spire Wealth Management 0.02% Reduce -1.5% 389 $613K
Engineers Gate Manager LP 0.01% New 381 $600K
Elgethun Capital Management 0.15% No change 378 $596K
Elevation Point Wealth Partners, LLC 0.05% No change 377 $594K
Vident Advisory, LLC 0.02% Add +2.5% 373 $588K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% No change 372 $586K
MetLife Investment Management, LLC 0.00% Add +44.4% 371 $585K
Cross Staff Investments Inc 0.49% No change 370 $583K
Baxter Bros Inc. 0.08% Reduce -12.0% 366 $577K
Diversify Wealth Management, LLC 0.07% — 376 $568K
Intellectus Partners, LLC 0.16% Reduce -15.5% 360 $567K
Synovus Financial Corp. 0.01% No change 358 $564K
Ritholtz Wealth Management 0.02% Reduce -9.6% 357 $563K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -6.1% 354 $558K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.6% 351 $553K
B. Metzler seel. Sohn & Co. AG 0.01% Add +26.7% 351 $553K
Cumberland Partners Ltd 0.04% New 350 $551K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.9% 350 $551K
Glenmede Trust Co. NA 0.00% Add +13.2% 344 $542K
Dark Forest Capital Management LP 0.10% New 343 $540K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +1.8% 342 $539K
Madison Asset Management, LLC 0.01% Reduce -36.6% 341 $538K
Boyar Asset Management Inc. 0.37% Add +4.0% 338 $533K
Front Street Capital Management, Inc. 0.10% Add +13.0% 348 $532K
Conestoga Capital Advisors, LLC 0.01% Reduce -26.4% 335 $528K
Gsa Capital Partners LLP 0.04% Add +16.0% 333 $525K
Venturi Wealth Management, LLC 0.03% Reduce -1.8% 333 $525K
Blue Edge Capital, LLC 0.09% No change 333 $525K
Winthrop Advisory Group LLC 0.07% No change 327 $515K
Apollon Wealth Management, LLC 0.02% Reduce -9.0% 325 $512K
Marks Group Wealth Management, Inc 0.05% Reduce -5.6% 321 $506K
Integrated Wealth Concepts LLC 0.01% Reduce -18.8% 320 $504K
Taylor Hoffman Wealth Management 0.21% No change 320 $504K
UniSuper Management Pty Ltd 0.00% Add +63.2% 310 $488K
Realta Investment Advisors 0.10% New 309 $487K
Citizens Financial Group Inc. 0.01% New 309 $487K
AdvisorNet Financial, Inc 0.04% Add +10.0% 307 $484K
Beacon Investment Advisors LLC 0.25% Add +1.7% 304 $479K
NBT Bank, N.A. 0.03% Reduce -18.7% 304 $479K
Resurgent Financial Advisors LLC 0.30% Add +10.2% 303 $477K
Siemens Fonds Invest GmbH 0.04% No change 301 $474K
Scientech Research LLC 0.10% New 300 $473K
Oxford Asset Management LLP 0.47% New 297 $468K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -21.3% 292 $460K
Aigen Investment Management, LP 0.09% New 291 $459K
Verition Fund Management LLC 0.00% New 287 $452K
Bay Rivers Group 0.23% Reduce -8.1% 285 $449K
Wallace Advisory Group, LLC 0.32% Reduce -1.8% 280 $441K
Leavell Investment Management, Inc. 0.02% Add +43.8% 276 $435K
Acima Private Wealth, LLC 0.16% No change 276 $435K
Tower Research Capital LLC (TRC) 0.01% Add +69.3% 276 $435K
Dover Advisors, LLC 0.27% Add +1.1% 275 $433K
Avantax Advisory Services, Inc. 0.00% Add +42.9% 273 $430K
Buckingham Strategic Wealth, LLC 0.00% Reduce -20.9% 272 $429K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -94.0% 271 $427K
Lodestone Wealth Management LLC 0.22% Reduce -1.5% 269 $424K
Wedbush Securities Inc. 0.02% Reduce -7.6% 269 $424K
Cadent Capital Advisors, LLC 0.17% No change 269 $424K
Crestmont Private Wealth LLC 0.20% Reduce -2.9% 265 $418K
Tritonpoint Wealth, LLC 0.04% No change 265 $417K
Point72 Hong Kong Ltd 0.03% New 264 $416K
Coldstream Capital Management Inc. 0.01% Add +1.1% 263 $414K
Sentry Investment Management LLC 0.18% Reduce -17.0% 263 $414K
Allen Investment Management, LLC 0.01% No change 262 $413K
Hara Capital LLC 0.26% Reduce -16.1% 261 $411K
Oppenheimer Asset Management Inc. 0.01% Add +1.6% 258 $407K
Yousif Capital Management, LLC 0.00% Reduce -2.3% 258 $407K
Crestwood Advisors Group, LLC 0.01% Reduce -0.8% 256 $403K
MCF Advisors LLC 0.03% No change 255 $402K
&partners 0.02% New 255 $402K
Flagstone Financial Management 0.15% No change 254 $400K
Opal Wealth Advisors, LLC 0.13% Reduce -22.1% 254 $400K
QRG Capital Management, Inc. 0.00% Reduce -63.2% 254 $400K
Gilliland Jeter Wealth Management LLC 0.13% No change 253 $399K
Financial Advocates Investment Management 0.02% Add +2.5% 251 $395K
Trustmark Bank Trust Department 0.03% No change 250 $394K
Old National Bancorp 0.01% Reduce -11.1% 249 $392K
Norman Fields, Gottscho Capital Management, LLC 0.14% No change 250 $390K
Sebold Capital Management, Inc. 0.27% Add +0.4% 247 $389K
Park Avenue Securities LLC 0.00% No change 246 $388K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +0.8% 243 $383K
Virtu Financial LLC 0.03% Reduce -60.6% 241 $379K
Wambolt & Associates, LLC 0.11% No change 240 $378K
Dakota Wealth Management 0.01% Add +14.6% 236 $372K
FineMark National Bank & Trust 0.01% Reduce -4.1% 235 $370K
Vestcor Inc 0.01% No change 234 $369K
Worldquant Millennium Advisors LLC 0.00% New 234 $369K
Manchester Capital Management LLC 0.04% Add +12.0% 233 $367K
Haverford Trust Co 0.00% New 233 $367K
One Wealth Advisors, LLC 0.08% Reduce -10.5% 238 $362K
Benjamin F. Edwards & Company, Inc. 0.01% Add +65.9% 229 $361K
Ossiam 0.01% Add +3.7% 226 $356K
Independent Financial Group, LLC 0.01% New 225 $355K
Acadian Asset Management LLC 0.00% New 225 $353K
Manchester Financial Inc. 0.09% Reduce -4.3% 221 $348K
Versor Investments LP 0.06% New 221 $348K
IHT Wealth Management, LLC 0.01% Add +0.5% 221 $348K
nVerses Capital, LLC 0.21% New 220 $347K
Simplex Trading, LLC 0.01% New 217 $341K
Isthmus Partners, LLC 0.04% No change 216 $340K
Cwm, LLC 0.00% Add +0.5% 215 $339K
Avestar Capital, LLC 0.04% Reduce -68.2% 214 $337K
Daymark Wealth Partners, LLC 0.02% Add +10.4% 212 $334K
Fiduciary Financial Group, LLC 0.08% — 207 $333K
J.W. Cole Advisors, Inc. 0.02% Reduce -5.8% 211 $332K
Parsons Capital Management Inc. 0.02% No change 210 $331K
Forum Financial Management, LP 0.01% Add +0.5% 210 $331K
Evercore Wealth Management, LLC 0.01% No change 209 $329K
Evergreen Capital Management LLC 0.01% No change 206 $325K
Equitable Trust Co. 0.02% Reduce -1.4% 206 $325K
Frank, Rimerman Advisors LLC 0.02% New 200 $315K
Aptus Capital Advisors, LLC 0.01% No change 200 $315K
Baker Tilly Wealth Management, LLC 0.13% Add +5.3% 198 $312K
Cresset Asset Management, LLC 0.00% Add +2.1% 197 $310K
Thompson Davis & Co., Inc. 0.27% New 196 $309K
AE Wealth Management LLC 0.00% Add +20.5% 194 $306K
Legacy Capital Wealth Partners, LLC 0.08% New 194 $306K
Heartwood Wealth Advisors LLC 0.04% No change 194 $306K
Motley Fool Asset Management LLC 0.02% Reduce -4.4% 194 $306K
Lido Advisors, LLC 0.00% Add +21.5% 192 $303K
Alhambra Investment Management LLC 0.17% Add +28.9% 192 $303K
Inlet Private Wealth, LLC 0.08% No change 191 $301K
Salomon & Ludwin, LLC 0.03% Reduce -50.3% 191 $301K
Greenleaf Trust 0.00% Reduce -0.5% 191 $301K
Jackson Hole Capital Partners, LLC 0.07% New 190 $299K
Howland Capital Management LLC 0.01% No change 189 $298K
Bleakley Financial Group, LLC 0.01% Add +13.2% 189 $298K
Simplicity Wealth,LLC 0.01% Add +13.2% 189 $298K
Qtron Investments LLC 0.04% Reduce -60.1% 188 $296K
Traphagen Investment Advisors LLC 0.03% No change 188 $296K
RMR Capital Management, LLC 0.27% No change 186 $293K
HighPoint Advisor Group LLC 0.02% No change 176 $290K
ORG Partners LLC 0.04% New 184 $290K
Centiva Capital, LP 0.01% New 183 $288K
Fidelis Capital Partners, LLC 0.04% Reduce -4.0% 192 $287K
Act Two Investors LLC 0.06% New 182 $287K
Guggenheim Capital LLC 0.00% Reduce -97.9% 182 $287K
Capital Asset Advisory Services LLC 0.02% No change 184 $286K
Epic Trust Investment Advisors, LLC 0.31% Add +4.6% 181 $285K
Northwest Quadrant Wealth Management, LLC 0.07% No change 181 $285K
Rakuten Investment Management, Inc. 0.00% Add +57.9% 180 $284K
AXA S.A. 0.00% Add +2.9% 180 $284K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.1% 179 $282K
Studio Investment Management LLC 0.06% Reduce -1.1% 179 $282K
Invictus Private Wealth, LLC 0.02% Reduce -13.2% 178 $280K
NewEdge Advisors, LLC 0.00% Reduce -3.3% 176 $277K
American Trust 0.02% New 176 $277K
Stratos Wealth Partners, LTD. 0.00% Reduce -9.7% 176 $277K
Symmetry Partners, LLC 0.01% Reduce -17.4% 176 $277K
Am Investment Strategies LLC 0.07% No change 175 $276K
Snowden Capital Advisors LLC 0.01% Add +1.2% 175 $276K
Entropy Technologies, LP 0.03% Reduce -69.7% 174 $274K
Hunting Hill Global Capital, LLC 0.13% No change 172 $271K
Empowered Funds, LLC 0.00% Reduce -44.3% 172 $271K
Tocqueville Asset Management L.P. 0.00% No change 171 $269K
Fifth Third Bancorp 0.00% Reduce -10.9% 171 $269K
Culbertson A N & Co. Inc. 0.05% No change 170 $268K
Diversify Advisory Services, LLC 0.01% Reduce -54.9% 170 $264K
Inspire Investing, LLC 0.03% Reduce -42.8% 167 $263K
waypoint wealth counsel 0.20% No change 166 $262K
Marcum Wealth, LLC 0.03% Add +9.3% 165 $260K
Dimension Capital Management LLC 0.05% No change 162 $255K
Virtue Capital Management, LLC 0.04% New 163 $255K
Bridgewater Associates 0.00% New 159 $251K
SpiderRock Advisors, LLC 0.01% No change 158 $249K
Bremer Bank National Association 0.05% No change 155 $244K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -7.2% 154 $243K
EP Wealth Advisors, LLC 0.00% New 154 $243K
Sunbelt Securities, Inc. 0.02% No change 153 $241K
Covestor Ltd 0.15% Reduce -17.7% 149 $235K
RAM Investment Partners, LLC 0.07% Reduce -28.9% 148 $233K
Atria Wealth Solutions, Inc. 0.00% Reduce -3.9% 147 $232K
Mirabella Financial Services LLP 0.02% Reduce -28.6% 145 $228K
Thoroughbred Financial Services, LLC 0.02% No change 144 $226K
Accretive Wealth Partners, LLC 0.09% No change 143 $225K
Nicholas Hoffman & Company, LLC. 0.01% New 143 $225K
Wills Financial Group, Inc. 0.10% Reduce -9.6% 142 $224K
Focus Partners Advisor Solutions, LLC 0.01% New 142 $224K
Signaturefd, LLC 0.00% Reduce -6.0% 142 $224K
OneDigital Investment Advisors LLC 0.00% New 142 $224K
Schechter Investment Advisors, LLC 0.02% Reduce -3.4% 142 $224K
Arlington Trust Co LLC 0.05% No change 141 $222K
Cypress Capital Group 0.03% No change 139 $219K
Huntington National Bank 0.00% Add +6.9% 139 $219K
MBL Wealth, LLC 0.02% Reduce -2.1% 138 $217K
Corton Capital Inc. 0.11% New 138 $217K
Silverlake Wealth Management LLC 0.09% No change 138 $217K
Guardian Wealth Advisors, LLC / NC 0.03% No change 138 $217K
Cigna Investments Inc. 0.04% Reduce -2.1% 138 $217K
Beacon Financial Group 0.02% Reduce -2.8% 137 $216K
Tiaa Trust, National Association 0.00% Reduce -0.7% 137 $216K
Wellington Shields & Co., LLC 0.07% New 136 $214K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -1.4% 136 $214K
Goldstein Advisors, LLC 0.04% New 135 $213K
Corebridge Financial, Inc. 0.00% — 135 $213K
Level Four Advisory Services, LLC 0.01% New 133 $210K
IFG Advisory, LLC 0.01% New 132 $208K
Checchi Capital Advisers, LLC 0.02% Reduce -3.0% 131 $206K
Tucker Asset Management LLC 0.05% No change 130 $205K
Graypoint LLC 0.01% New 130 $205K
Two Sigma Advisers, LP 0.00% New 130 $205K
Aspiriant, LLC 0.01% New 129 $204K
Wealth Forward, LLC 0.16% New 129 $202K
Wealthspire Advisors, LLC 0.00% New 128 $202K
Crossmark Global Holdings, Inc. 0.00% Reduce -9.9% 127 $200K
Allworth Financial LP 0.00% Add +28.6% 126 $199K
Farmers & Merchants Investments Inc. 0.01% New 125 $197K
Motco 0.01% Add +2.6% 118 $186K
Lazard Asset Management LLC 0.00% New 115 $181K
Beach Investment Counsel Inc. 0.02% New 114 $180K
Hexagon Capital Partners LLC 0.04% No change 112 $176K
Blue Trust, Inc. 0.00% Add +395.4% 109 $166K
Farther Finance Advisors, LLC 0.01% Add +1.0% 97 $153K
TD Waterhouse Canada Inc. 0.00% Add +29.6% 92 $145K
BOK Financial Private Wealth, Inc. 0.01% No change 91 $143K
Colonial Trust Advisors 0.01% Reduce -4.3% 89 $140K
SouthState Bank Corp 0.01% Add +67.3% 87 $137K
TCTC Holdings, LLC 0.00% No change 84 $132K
SYSTM Wealth Solutions LLC 0.03% Reduce -92.5% 80 $126K
Jones Financial Companies LLLP 0.00% Add +5.3% 80 $126K
Crewe Advisors LLC 0.01% Add +49.1% 79 $124K
Walleye Capital LLC 0.00% Reduce -26.2% 79 $124K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 79 $124K
IFP Advisors, Inc 0.00% Add +2.7% 77 $121K
Geneos Wealth Management Inc. 0.01% No change 76 $120K
Ofi Invest Asset Management 0.00% New 80 $118K
EntryPoint Capital, LLC 0.05% Add +7300.0% 74 $117K
Evolution Advisers, Inc. 0.07% Reduce -1.4% 72 $114K
JTC Employer Solutions Trustee Ltd 0.01% No change 70 $110K
Brown Brothers Harriman & Co. 0.00% Add +3.0% 69 $109K
EverSource Wealth Advisors, LLC 0.01% Add +1160.0% 63 $103K
Camelot Portfolios, LLC 0.06% New 65 $102K
Godsey & Gibb, Inc. 0.01% New 65 $102K
Financial Network Wealth Advisors LLC 0.07% New 62 $98K
Mather Group, Llc. 0.00% Add +1180.0% 64 $97K
Capital Analysts, LLC 0.00% No change 60 $95K
Penserra Capital Management LLC 0.00% Add +1.7% 59 $93K
Quadrant Capital Group LLC 0.01% No change 58 $91K
Mirae Asset Global Investments Co., Ltd. 0.00% New 57 $90K
Barrett & Company, Inc. 0.04% Add +9.6% 57 $90K
Quent Capital, LLC 0.01% No change 56 $88K
Rothschild Investment LLC 0.01% No change 55 $87K
Mendota Financial Group, LLC 0.04% Reduce -30.6% 50 $79K
M&R Capital Management Inc. 0.02% No change 50 $79K
Prestige Wealth Management Group LLC 0.02% Reduce -2.0% 50 $79K
Evermay Wealth Management LLC 0.01% No change 49 $77K
Avior Wealth Management, LLC 0.00% No change 47 $74K
LGT Financial Advisors LLC 0.15% Reduce -79.1% 46 $72K
Quintet Private Bank (Europe) S.A. 0.00% New 39 $71K
Pinnacle Bancorp, Inc. 0.02% Reduce -6.4% 44 $69K
Lindbrook Capital, LLC 0.01% Add +7.5% 43 $68K
GAMMA Investing LLC 0.01% Add +10.5% 42 $66K
Cubist Systematic Strategies, LLC 0.00% New 41 $65K
Carmichael Hill & Associates, Inc. 0.03% No change 40 $63K
Centennial Bank 0.03% No change 40 $63K
Westpac Banking Corp. 0.01% No change 40 $63K
Bogart Wealth, LLC 0.00% No change 39 $61K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 35 $55K
Ransom Advisory, Ltd 0.03% New 34 $54K
Maryland Capital Advisors Inc. 0.03% No change 32 $50K
Raffa Wealth Management, LLC 0.01% No change 32 $50K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 29 $45K
Planning Capital Management Corp 0.03% No change 28 $44K
Private Trust Co. NA 0.00% Add +33.3% 28 $44K
Delta Asset Management LLC 0.00% No change 28 $44K
Oakworth Capital, Inc. 0.00% No change 28 $44K
Global Retirement Partners, LLC 0.00% No change 26 $41K
Great Lakes Retirement, Inc. 0.01% New 25 $39K
Private Wealth Management Group, LLC 0.01% Add +46.1% 19 $30K
Deseret Mutual Benefit Administrators 0.01% No change 18 $28K
JFS Wealth Advisors, LLC 0.00% No change 18 $28K
TrinityBridge Ltd 0.00% New 17 $27K
MidAtlantic Capital Management, Inc. 0.02% No change 17 $27K
SIMA Wealth Partners, LLC 0.02% — 16 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 16 $25K
PEAK6 Investments LLC 0.00% Reduce -97.6% 16 $25K
RFP Financial Group LLC 0.01% Reduce -31.8% 15 $24K
State of Wyoming 0.00% No change 15 $24K
Assetmark, Inc. 0.00% No change 15 $24K
Anfield Capital Management, LLC 0.01% New 13 $20K
SJS Investment Consulting Inc. 0.00% No change 13 $20K
Walleye Trading LLC 0.00% Reduce -95.5% 13 $20K
Valley National Advisers Inc. 0.00% No change 13 $20K
Bruce G. Allen Investments, LLC 0.02% Reduce -7.7% 12 $19K
Sittner & Nelson, LLC 0.01% No change 12 $19K
Citizens National Bank Trust Department 0.00% No change 12 $19K
Adirondack Trust Co. 0.01% No change 12 $19K
Strategic Investment Solutions, Inc. 0.01% — 15 $18K
Asset Dedication, LLC 0.00% No change 11 $17K
Riverview Trust Co 0.02% No change 11 $17K
WR Wealth Planners, LLC 0.01% Add +266.7% 11 $17K
Whittier Trust Co. 0.00% No change 11 $17K
Capital Advisors, Ltd. LLC 0.00% No change 10 $16K
Parkside Financial Bank & Trust 0.00% Add +42.9% 10 $16K
Bangor Savings Bank 0.00% No change 10 $16K
Chilton Capital Management LLC 0.00% New 10 $16K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 10 $16K
Aviso Financial Inc. 0.00% — 10 $16K
Frazier Financial Advisors, LLC 0.01% No change 9 $14K
Criterion Capital Advisors, LLC 0.01% No change 9 $14K
Rosenberg Matthew Hamilton 0.00% No change 9 $14K
Versant Capital Management, Inc 0.00% Add +300.0% 8 $13K
Colonial Trust Co / SC 0.00% No change 8 $13K
Smartleaf Asset Management LLC 0.00% Add +40.0% 7 $11K
Legacy Bridge, LLC 0.01% No change 7 $11K
Cedar Mountain Advisors, LLC 0.00% No change 7 $11K
Creative Financial Designs Inc. 0.00% No change 7 $11K
International Assets Investment Management, LLC 0.00% New 7 $11K
City Holding Co. 0.00% No change 12 $10K
Redmont Wealth Advisors LLC 0.01% No change 6 $9K
Eagle Bay Advisors LLC 0.01% Reduce -14.3% 6 $9K
Rogco, LP 0.00% Reduce -14.3% 6 $9K
FinTrust Capital Advisors, LLC 0.00% New 6 $9K
Institutional & Family Asset Management, LLC 0.00% No change 6 $9K
Silicon Valley Capital Partners 0.00% No change 6 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $9K
Pacifica Partners Inc. 0.00% No change 6 $9K
Lanark Financial, Inc. 0.00% Reduce -14.3% 6 $9K
GW&K Investment Management, LLC 0.00% No change 5 $8K
Janiczek Wealth Management, LLC 0.00% No change 5 $8K
Spotlight Asset Group, Inc. 0.01% No change 5 $8K
SRH Advisors, LLC 0.00% No change 5 $8K
Webster Bank, N. A. 0.00% No change 5 $8K
Meeder Asset Management Inc. 0.00% New 5 $8K
St Germain D J Co. Inc. 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
Cultivar Capital, Inc. 0.01% New 4 $6K
Elevation Wealth Partners, LLC 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% No change 3 $5K
LRI Investments, LLC 0.00% No change 3 $5K
Pittenger & Anderson Inc. 0.00% New 3 $5K
UMB Bank, n.a. 0.00% Reduce -57.1% 3 $5K
Kiely Wealth Advisory Group, Inc. 0.00% No change 3 $5K
Sachetta, LLC 0.00% New 2 $3K
Fairscale Capital, LLC 0.00% — 2 $3K
Toth Financial Advisory Corp. 0.00% No change 2 $3K
Fairman Group, LLC 0.00% No change 2 $3K
Bellevue Asset Management, LLC 0.00% No change 2 $3K
Red Tortoise LLC 0.00% No change 2 $3K
Mechanics Financial Corp 0.00% No change 2 $3K
Archer Investment Corp 0.00% No change 2 $3K
West Paces Advisors Inc. 0.00% No change 2 $3K
Continuum Advisory, LLC 0.00% No change 2 $3K
Tortoise Investment Management, LLC 0.00% No change 2 $3K
TD Capital Management LLC 0.00% No change 2 $3K
Zions Bancorporation, N.A. 0.00% No change 2 $3K
Harbour Investments, Inc. 0.00% Add +100.0% 2 $3K
Sandy Spring Bank 0.00% New 2 $3K
Wetzel Investment Advisors, Inc. 0.00% Reduce -75.0% 2 $3K
Redwood Wealth Management Group, LLC 0.00% New 1 $2K
Quarry LP 0.00% Reduce -93.8% 1 $2K
Rakuten Securities, Inc. 0.00% No change 1 $2K
Innealta Capital, LLC 0.00% New 1 $2K
Pineridge Advisors LLC 0.00% New 1 $2K
MV Capital Management, Inc. 0.00% New 1 $2K
Anchor Investment Management, 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.