Markel GroupMKL

13F holders, Q3 2024 (September 30)
793holders −18
60new positions
75sold out
10famous investors
$1569.21avg. 13F price*

At the end of Q3 2024, 793 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, down 18 from Q2 2024. 60 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.2B) and Principal Financial Group Inc. ($859.8M). 10 famous investors held it, including Francois Rochon (2.5% of Giverny Capital's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Tom Russo (0.1% of Gardner Russo & Quinn'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions60$44.1M
Exits75$86.4M

All 13F filers, Q2 2024 → Q3 2024: 277,641 shares bought and 437,595 shares sold, net −159,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 793 holders

Vanguard Group Inc. 0.03% Reduce -0.5% 1,155,308 $1.8B
BlackRock, Inc. 0.02% — 746,987 $1.2B
Principal Financial Group Inc. 0.47% Reduce -1.4% 548,147 $859.8M
Morgan Stanley 0.06% Add +1.1% 521,982 $818.8M
State Street Corp. 0.02% Add +4.2% 329,209 $516.4M
Davis Selected Advisers 2.55% Add +0.9% 289,600 $454.3M
Baillie Gifford & Co. 0.30% Reduce -3.6% 259,115 $406.4M
Boston Partners 0.44% Add +0.9% 239,642 $375.9M
Geode Capital Management, LLC 0.03% Add +5.2% 209,054 $327.1M
DAVENPORT & Co LLC 1.89% Add +0.1% 205,187 $321.9M
Wellington Management Group LLP 0.05% Reduce -14.9% 199,673 $313.2M
T. Rowe Price Investment Management, Inc. 0.15% Add +0.4% 154,720 $242.7M
Norges Bank 0.03% Reduce -1.4% 148,029 $232.2M
Bank of America Corp. 0.02% Reduce -0.7% 140,082 $219.7M
Dimensional Fund Advisors LP 0.04% Add +1.0% 114,689 $179.9M
Van Lanschot Kempen Investment Management N.V. 1.63% Add +19.6% 101,932 $159.9M
Scharf Investments, LLC 4.35% Reduce -5.5% 100,829 $158.2M
DF Dent & Co. Inc. 1.87% Reduce -11.8% 98,078 $153.8M
First Manhattan Co. Llc. 0.43% Reduce -16.9% 91,607 $143.7M
Douglass Winthrop Advisors, LLC 2.71% Reduce -0.5% 90,682 $142.2M
Fenimore Asset Management Inc 2.79% Reduce -0.4% 88,446 $138.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -12.8% 85,128 $133.5M
Legal & General Group Plc 0.03% Reduce -1.4% 83,063 $130.3M
Polar Capital Holdings Plc 0.63% Add +1.5% 83,000 $130.2M
Northern Trust Corp. 0.02% Reduce -9.3% 82,729 $129.8M
Barr E S & Co. 7.72% Add +0.3% 78,896 $123.8M
Fort Washington Investment Advisors Inc. 0.74% Reduce -0.3% 77,555 $121.7M
Check Capital Management Inc. 8.64% Add +0.0% 77,353 $121.3M
Bank Julius Baer & Co. Ltd, Zurich 0.41% Reduce -3.4% 68,886 $120.8M
Mitsubishi UFJ Trust & Banking Corp 0.27% Reduce -8.7% 75,220 $118.0M
Jennison Associates LLC 0.07% Add +2.4% 71,633 $112.4M
HighTower Advisors, LLC 0.16% Add +0.0% 70,357 $110.6M
Wells Fargo & Company 0.03% Add +1.7% 66,578 $104.4M
Epoch Investment Partners, Inc. 0.46% Add +9.9% 65,177 $102.2M
California Public Employees Retirement System 0.07% Reduce -6.7% 61,778 $96.9M
Avenir Corp. 9.32% Reduce -14.9% 58,931 $92.4M
Graham Holdings Co Master Retirement Trust 13.70% No change 58,008 $91.0M
Cooke & Bieler LP 0.81% Reduce -1.0% 56,905 $89.3M
Charles Schwab Investment Management Inc. 0.02% Add +1.4% 55,718 $87.4M
Graham Holdings Co 10.53% No change 55,430 $86.9M
Envestnet Asset Management Inc. 0.03% Add +0.1% 53,136 $83.3M
Davis Asset Management, L.P. 3.14% Add +42.9% 50,000 $78.4M
Bank of New York Mellon Corp 0.01% Add +0.1% 49,740 $78.0M
TD Asset Management Inc 0.06% Add +8.0% 46,794 $73.4M
Thompson Siegel & Walmsley LLC 1.09% Add +0.3% 46,214 $72.5M
Royal Bank of Canada 0.01% Add +8.8% 42,903 $67.3M
Giverny Capital 2.55% Add +2.9% 42,684 $67.0M
UBS Group AG 0.02% Add +32.0% 42,623 $66.9M
Anchor Capital Advisors LLC 1.75% Reduce -2.4% 41,910 $65.7M
Steginsky Capital LLC 13.90% Add +1.2% 39,039 $61.2M
Mackenzie Financial Corp. 0.08% Reduce -60.3% 38,620 $60.6M
Swiss National Bank 0.04% Reduce -0.6% 38,590 $60.5M
Marathon Asset Management Ltd 1.58% Reduce -8.8% 36,559 $57.3M
Confluence Investment Management LLC 0.72% Reduce -10.9% 34,434 $54.0M
CANADA LIFE ASSURANCE Co 0.09% Reduce -32.2% 33,901 $53.2M
Broad Run Investment Management, LLC 6.27% Reduce -7.1% 33,110 $51.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.3% 31,203 $48.9M
Goldman Sachs Group Inc. 0.01% Reduce -0.4% 30,940 $48.5M
Quilter Plc 0.99% Add +10.8% 30,905 $48.5M
AQR Capital Management 0.07% Add +3.9% 30,979 $48.2M
Beck Mack & Oliver LLC 0.93% Reduce -0.2% 30,549 $47.9M
Raymond James & Associates 0.03% Add +5.9% 30,015 $47.1M
Greenbrier Partners Capital Management, LLC 3.42% Reduce -0.1% 27,420 $45.3M
First Trust Advisors LP 0.04% Add +38.2% 28,828 $45.2M
APG Asset Management N.V. 0.30% Reduce -35.7% 32,157 $45.2M
Alta Capital Management LLC/ 2.67% Reduce -0.2% 28,597 $44.9M
Citadel Advisors 0.05% Add +209.8% 28,588 $44.8M
Capco Asset Management, LLC 10.34% Reduce -0.9% 28,508 $44.7M
Sather Financial Group Inc 2.87% Add +0.6% 28,466 $44.7M
Nuveen Asset Management, LLC 0.01% Add +1.2% 25,517 $40.0M
Deutsche Bank AG 0.02% Add +34.4% 25,276 $39.6M
JPMorgan Chase & Co. 0.00% Add +29.0% 24,906 $39.1M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -1.4% 24,312 $38.1M
Greenlea Lane Capital Management, LLC 10.70% Reduce -1.3% 22,470 $35.2M
Qube Research & Technologies Ltd 0.06% Reduce -4.8% 21,812 $34.2M
Country Trust Bank 0.83% Add +1.9% 21,647 $34.0M
D. E. Shaw & Co. 0.05% Reduce -3.4% 21,576 $33.8M
Lafayette Investments, Inc. 6.75% Reduce -0.3% 20,406 $32.0M
California State Teachers Retirement System 0.04% Reduce -1.0% 20,199 $31.7M
National Pension Service 0.03% No change 19,997 $31.4M
Barclays PLC 0.01% Reduce -10.1% 18,795 $29.5M
Marshall Wace, LLP 0.04% Add +88.6% 18,664 $29.3M
Mraz, Amerine & Associates, Inc. 5.24% Add +0.2% 18,489 $29.0M
Cobblestone Capital Advisors LLC 1.61% Add +0.1% 18,274 $28.7M
Sprucegrove Investment Management Ltd. 1.59% Reduce -0.5% 18,090 $28.4M
Lincoln Capital LLC 5.90% Reduce -1.4% 17,785 $27.9M
Invesco Ltd. 0.01% Reduce -49.6% 17,755 $27.9M
Rhumbline Advisers 0.02% Add +1.1% 17,460 $27.4M
Martingale Asset Management L P 0.59% Reduce -8.9% 16,530 $25.9M
Pinnacle Associates Ltd. 0.43% Reduce -8.9% 17,656 $25.1M
Citadel Investment Advisory, Inc. 13.15% Add +1.2% 15,909 $25.0M
Russell Investments Group, Ltd. 0.04% Add +2.7% 15,371 $24.1M
Renaissance Technologies 0.04% Reduce -14.4% 15,221 $23.9M
Caisse de depot et placement du Quebec 0.05% Add +3729.3% 14,896 $23.4M
State Board of Administration of Florida Retirement System 0.04% Add +4.3% 14,883 $23.3M
Janus Henderson Group PLC 0.01% Reduce -9.8% 13,954 $21.9M
Heritage Wealth Advisors 1.02% Add +0.4% 13,900 $21.8M
HSBC Holdings PLC 0.01% Add +1.6% 13,929 $21.8M
Amundi 0.01% Reduce -48.2% 13,334 $20.8M
American Century Companies Inc. 0.01% Add +47.1% 13,084 $20.5M
Man Group plc 0.06% Add +136.5% 12,755 $20.0M
Natixis Advisors, LLC 0.04% Reduce -2.1% 12,623 $19.8M
Poehling Capital Management, INC. 5.06% Add +2.9% 12,615 $19.8M
Seizert Capital Partners, LLC 0.80% Add +0.1% 11,285 $17.7M
PYA Waltman Capital, LLC 5.58% Add +4.0% 10,879 $17.1M
Banyan Capital Management, Inc. 9.74% Reduce -0.6% 10,721 $16.8M
Wedge Capital Management L L P 0.28% Add +0.5% 10,314 $16.2M
Tudor Investment Corporation 0.17% Add +10.5% 9,956 $15.6M
Susquehanna International Group, LLP 0.03% Add +119.9% 9,820 $15.4M
New York State Common Retirement Fund 0.02% Add +1.6% 9,641 $15.1M
GMO 0.05% Reduce -7.4% 9,409 $14.8M
Snyder Capital Management L P 0.31% Add +13.4% 9,403 $14.7M
Alliancebernstein L.P. 0.00% Reduce -8.2% 9,304 $14.6M
Blair William & Co. 0.04% Add +6.8% 9,295 $14.6M
Smith Salley Wealth Management 0.93% Add +2.3% 9,055 $14.2M
Motley Fool Wealth Management, LLC 0.71% Reduce -0.3% 9,047 $14.2M
Gardner Russo & Quinn 0.15% Reduce -6.3% 9,016 $14.1M
Captrust Financial Advisors 0.04% Add +15.7% 8,993 $14.1M
Citigroup Inc. 0.01% Reduce -6.3% 8,920 $14.0M
Illinois Municipal Retirement Fund 0.20% No change 8,810 $13.8M
Canada Pension Plan Investment Board 0.01% Reduce -4.2% 8,789 $13.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +5.1% 8,605 $13.5M
Hutchinson Capital Management 2.55% Reduce -1.1% 8,589 $13.5M
T. Rowe Price Associates Inc. 0.00% Add +2.1% 8,555 $13.4M
State of Wisconsin Investment Board 0.03% Add +17.1% 8,420 $13.2M
Assenagon Asset Management S.A. 0.03% Reduce -15.1% 8,389 $13.2M
First National Bank of Omaha 0.84% Reduce -0.3% 8,370 $13.1M
Focus Partners Wealth 0.04% Reduce -52.8% 8,291 $13.0M
Treasurer of the State of North Carolina 0.05% Add +0.4% 8,212 $12.9M
Korea Investment CORP 0.03% Add +247.2% 8,092 $12.7M
GAM Holding AG 1.01% Add +0.3% 8,049 $12.6M
Kirr Marbach & Co. LLC 2.80% Add +0.1% 7,989 $12.5M
Mercer Global Advisors Inc. 0.03% Reduce -0.8% 7,915 $12.4M
Los Angeles Capital Management LLC 0.05% Reduce -50.3% 7,823 $12.3M
Truist Financial Corp. 0.02% Reduce -49.4% 7,796 $12.2M
FMR LLC 0.00% Reduce -39.6% 7,744 $12.1M
Lathrop Investment Management Co. 2.21% Reduce -1.2% 7,577 $11.9M
Sterling Capital Management LLC 0.15% — 7,532 $11.8M
Rheos Capital Works Inc. 0.61% No change 7,500 $11.8M
Brown Advisory Inc. 0.01% Add +6.7% 7,324 $11.5M
Ensign Peak Advisors, Inc 0.02% Add +27.3% 7,317 $11.5M
Sei Investments Co. 0.01% Reduce -1.8% 7,004 $11.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% — 6,795 $10.7M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -15.7% 6,733 $10.6M
Regency Capital Management Inc.\DE 5.71% Add +5.1% 6,623 $10.4M
Ameriprise Financial Inc. 0.00% Reduce -1.2% 6,557 $10.3M
Cheviot Value Management, LLC 1.90% Reduce -1.0% 6,429 $10.1M
Brandywine Global Investment Management, LLC 0.07% Add +6.7% 6,430 $10.1M
Live Oak Private Wealth LLC 1.60% Add +1.2% 6,284 $9.9M
PNC Financial Services Group, Inc. 0.01% Add +1.1% 6,161 $9.7M
Seneca House Advisors 4.03% Add +6.6% 6,096 $9.6M
CI Investments Inc. 0.04% Reduce -35.3% 6,032 $9.5M
Berkeley, Inc 2.71% Add +104.0% 5,932 $9.3M
Victory Capital Management Inc. 0.01% Add +5.4% 5,845 $9.2M
Danske Bank A/S 0.03% Add +2.0% 5,739 $9.0M
LPL Financial LLC 0.00% Add +6.6% 5,711 $9.0M
Pictet Asset Management Holding SA 0.01% Add +11.3% 5,615 $8.8M
BNP Paribas Financial Markets 0.01% Reduce -6.6% 5,585 $8.8M
Creative Planning 0.01% Add +10.9% 5,584 $8.8M
Franklin Resources Inc. 0.00% Add +10.4% 5,571 $8.7M
Solidarity Wealth, LLC 2.33% Add +4.5% 5,477 $8.6M
PGGM Investments 0.11% No change 5,472 $8.6M
Frontier Capital Management Co. LLC 0.08% Reduce -9.6% 5,381 $8.4M
Edgestream Partners, L.P. 0.37% New 5,363 $8.4M
Cibc World Market Inc. 0.02% Add +2.1% 5,271 $8.3M
Redmond Asset Management, LLC 2.57% Reduce -1.9% 5,225 $8.2M
Royal London Asset Management Ltd. 0.02% Add +2.2% 5,205 $8.2M
Asset Management One Co., Ltd. 0.03% Add +8.6% 5,084 $8.0M
Prana Capital Management, LP 0.36% Add +513.9% 4,991 $7.8M
Janney Montgomery Scott LLC 0.02% Reduce -2.7% 4,964 $7.8M
Needham Investment Management LLC 0.60% Add +86.8% 4,950 $7.8M
Storebrand Asset Management As 0.02% Reduce -5.1% 4,876 $7.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -2.1% 4,785 $7.5M
Chapman Investment Management, LLC 5.47% No change 4,773 $7.5M
Public Employees Retirement System of Ohio 0.03% Reduce -4.8% 4,663 $7.3M
State of New Jersey Common Pension Fund D 0.03% Reduce -6.9% 4,619 $7.2M
Stifel Financial Corp. 0.01% Add +0.8% 4,567 $7.2M
Cerity Partners LLC 0.02% Add +16.0% 4,540 $7.1M
Voloridge Investment Management, LLC 0.03% New 4,455 $7.0M
Andra AP-fonden 0.10% Add +7.7% 4,340 $6.8M
Roundview Capital LLC 0.49% Reduce -32.9% 4,327 $6.8M
Twinbeech Capital LP 0.13% New 4,216 $6.6M
Marex Group Ltd 0.15% No change 4,094 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.3% 4,052 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -5.5% 4,036 $6.3M
Clear Harbor Asset Management, LLC 0.51% Add +1.8% 3,919 $6.1M
Nomura Asset Management Co. Ltd. 0.02% Add +5.8% 3,824 $6.0M
Arizona State Retirement System 0.04% Add +3.4% 3,725 $5.8M
Bank of Montreal 0.00% Add +1.8% 3,697 $5.8M
Richard Bernstein Advisors LLC 0.12% Add +100.7% 3,688 $5.8M
Squarepoint Ops LLC 0.02% Add +7.5% 3,656 $5.7M
Gateway Investment Advisers LLC 0.06% Reduce -20.6% 3,563 $5.6M
Montag A & Associates Inc. 0.26% Reduce -0.9% 3,529 $5.5M
Evergreen Wealth Management, LLC 3.33% Add +10.7% 3,523 $5.5M
Court Place Advisors, LLC 1.58% Reduce -1.6% 3,458 $5.4M
Hantz Financial Services, Inc. 0.09% Reduce -2.5% 3,408 $5.3M
GHP Investment Advisors, Inc. 0.24% Add +0.4% 3,358 $5.3M
Alpha Omega Wealth Management LLC 0.96% Add +0.7% 3,340 $5.2M
Hudson Value Partners, LLC 1.94% Add +10.9% 3,186 $5.0M
Annandale Capital, LLC 0.98% No change 3,118 $4.9M
Weil Company, Inc. 1.59% Add +1.3% 3,088 $4.8M
Townsquare Capital LLC 0.06% Add +3.4% 3,071 $4.8M
GoodHaven Capital Management, LLC 1.57% Add +1.4% 2,980 $4.7M
Voya Investment Management LLC 0.01% Reduce -7.3% 2,980 $4.7M
Corient Private Wealth LP 0.01% Add +2.3% 2,971 $4.7M
Neville Rodie & Shaw Inc. 0.34% Reduce -0.1% 2,923 $4.6M
Ellsworth Advisors, LLC 1.17% Reduce -0.5% 2,881 $4.5M
Greenline Partners, LLC 0.64% Add +12.2% 2,866 $4.5M
Mariner, LLC 0.01% Add +4.3% 2,856 $4.5M
Florida Trust Wealth Management Co 0.14% Add +1.9% 2,851 $4.5M
Tsai Capital Corp 3.60% Add +252.1% 2,827 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -25.1% 2,818 $4.4M
Holocene Advisors, LP 0.02% Add +176.1% 2,811 $4.4M
Buttonwood Financial Advisors Inc. 1.90% Add +5.0% 2,770 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -5.3% 2,749 $4.3M
Systematic Financial Management LP 0.11% Add +26.2% 2,699 $4.2M
Aberdeen Group plc 0.01% Add +38.4% 2,671 $4.2M
CenterBook Partners LP 0.26% Add +4.4% 2,667 $4.2M
Ervin Investment Management, LLC 2.67% Add +2.9% 2,652 $4.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% No change 2,652 $4.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -77.1% 2,643 $4.1M
Jane Street Group, LLC 0.01% Reduce -34.8% 2,613 $4.1M
Chemistry Wealth Management LLC 0.97% Add +2.3% 2,587 $4.1M
Lowe Brockenbrough & Co. Inc. 0.26% Reduce -40.2% 2,568 $4.0M
Parallel Advisors, LLC 0.09% Add +5.6% 2,564 $4.0M
Pathstone Holdings, LLC 0.02% Add +2.5% 2,550 $4.0M
Horizon Kinetics Asset Management LLC 0.06% Reduce -1.4% 2,514 $3.9M
Watchman Group, Inc. 1.02% Add +0.4% 2,506 $3.9M
Handelsbanken Fonder AB 0.02% Reduce -6.1% 2,502 $3.9M
DNB Asset Management AS 0.02% Add +7.7% 2,488 $3.9M
CIBC Private Wealth Group LLC 0.01% Reduce -20.4% 2,479 $3.9M
Henshaw Capital LLC 0.16% No change 2,476 $3.9M
Curi Capital, LLC 0.09% Add +0.2% 2,474 $3.9M
USS Investment Management Ltd 0.03% Add +0.1% 2,436 $3.8M
National Bank of Canada 0.01% Add +9.5% 2,429 $3.8M
IFM Investors Pty Ltd 0.04% Add +3.2% 2,427 $3.8M
US Bancorp \de 0.00% Reduce -0.0% 2,403 $3.8M
ExodusPoint Capital Management, LP 0.04% Add +493.8% 2,399 $3.8M
Sanctuary Advisors, LLC 0.02% Add +9.8% 2,143 $3.7M
NWF Advisory Services Inc. 0.54% Add +9.3% 2,387 $3.7M
Agf Management Ltd. 0.02% Add +79.8% 2,382 $3.7M
AlphaQuest LLC 0.33% Add +66.2% 2,373 $3.7M
Mediolanum International Funds Ltd 0.05% New 2,346 $3.7M
O'shaughnessy Asset Management, LLC 0.03% Reduce -4.1% 2,336 $3.7M
Baird Financial Group, Inc. 0.01% Reduce -5.4% 2,307 $3.6M
East Coast Asset Management, LLC. 1.20% Reduce -1.5% 2,302 $3.6M
Blue Zone Wealth Advisors, LLC 1.12% Add +3.0% 2,296 $3.6M
Centaurus Financial, Inc. 0.23% Add +0.6% 2,276 $3.6M
Liontrust Investment Partners LLP 0.05% No change 2,215 $3.5M
True North Advisors, LLC 0.90% Add +8.2% 2,185 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -13.5% 2,171 $3.4M
Utah Retirement Systems 0.04% No change 2,133 $3.3M
Allspring Global Investments Holdings, LLC 0.01% Add +136.5% 2,119 $3.3M
Tredje AP-fonden 0.03% No change 2,079 $3.3M
Beacon Pointe Advisors, LLC 0.04% Add +0.4% 2,076 $3.3M
Leuthold Group, LLC 0.36% Add +3.8% 2,061 $3.2M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.22% No change 2,050 $3.2M
Ridgewood Investments LLC 1.57% Reduce -1.0% 2,013 $3.2M
Ashton Thomas Securities, LLC 0.61% Add +7.7% 2,008 $3.1M
Canal Insurance CO 0.74% No change 2,000 $3.1M
Oddo BHF Asset Management Sas 0.16% — 1,992 $3.1M
Atria Investments, Inc 0.04% Add +0.5% 1,974 $3.1M
Fiduciary Group, LLC 0.31% Reduce -1.1% 1,972 $3.1M
Federation des caisses Desjardins du Quebec 0.02% Add +8.8% 1,970 $3.1M
KBC Group NV 0.01% Add +47.3% 1,966 $3.1M
D.A. Davidson & Co. 0.02% Reduce -2.6% 1,907 $3.0M
Cannell & Spears LLC 0.06% Add +9.6% 1,892 $3.0M
English Capital Management LLC 2.17% No change 1,891 $3.0M
Swedbank AB 0.00% Reduce -2.3% 1,888 $3.0M
Forsta Ap-Fonden 0.02% Add +15.0% 1,840 $2.9M
Clearstead Advisors, LLC 0.04% Add +214.9% 1,817 $2.9M
Adalta Capital Management LLC 1.47% Add +1.2% 1,814 $2.8M
Stansberry Asset Management, LLC 0.38% Reduce -6.6% 1,807 $2.8M
Salem Investment Counselors Inc. 0.09% No change 1,799 $2.8M
Glenview Trust Co 0.05% Add +9.2% 1,770 $2.8M
DekaBank Deutsche Girozentrale 0.01% Reduce -2.5% 1,741 $2.7M
Comerica Bank 0.01% Add +1.3% 1,728 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.2% 1,723 $2.7M
Northstar Group, Inc. 0.49% Add +10.2% 1,719 $2.7M
Public Sector Pension Investment Board 0.01% Reduce -0.6% 1,709 $2.7M
First National Advisers, LLC 0.42% Add +14.9% 1,674 $2.6M
Toronto Dominion Bank 0.00% Add +30.0% 1,657 $2.6M
American Capital Advisory, LLC 1.47% Reduce -17.3% 1,621 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +7.0% 1,595 $2.5M
Orion Portfolio Solutions, LLC 0.02% Add +7.0% 1,595 $2.5M
Sequoia Financial Advisors, LLC 0.03% Add +63.4% 1,567 $2.5M
Nissay Asset Management Corp. /Japan 0.02% Add +2.2% 1,564 $2.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.25% Reduce -7.4% 1,560 $2.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.0% 1,557 $2.4M
Teacher Retirement System of Texas 0.01% Reduce -72.2% 1,552 $2.4M
Pavion Blue Capital, LLC 1.12% Add +22.6% 1,537 $2.4M
Cetera Investment Advisers 0.01% Add +4.9% 1,524 $2.4M
Federated Hermes, Inc. 0.01% No change 1,518 $2.4M
Beese Fulmer Investment Management, Inc. 0.20% No change 1,507 $2.4M
Fiduciary Alliance LLC 0.31% Reduce -2.1% 1,502 $2.4M
Freedom Day Solutions, LLC 0.72% Add +0.5% 1,483 $2.3M
Xponance LLC 0.02% Reduce -1.0% 1,449 $2.3M
Kathleen S. Wright Associates Inc. 0.94% No change 1,454 $2.3M
Silvercrest Asset Management Group LLC 0.02% Reduce -13.8% 1,433 $2.2M
Harbor Investment Advisory, LLC 0.22% Add +6.6% 1,428 $2.2M
Modern Wealth Management, LLC 0.14% No change 1,421 $2.2M
Procyon Advisors, LLC 0.15% Add +1.7% 1,410 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 1,401 $2.2M
Virginia Wealth Management Group, Inc. 1.35% Add +17.1% 1,372 $2.2M
Ostrum Asset Management 0.17% Add +74.9% 1,345 $2.1M
Texas Yale Capital Corp. 0.09% No change 1,326 $2.1M
First Hawaiian Bank 0.06% Add +24.6% 1,285 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 1,257 $2.0M
Shelter Mutual Insurance Co 0.47% No change 1,200 $2.0M
Hilltop Holdings Inc. 0.13% Add +1.0% 1,220 $1.9M
Gold Investment Management Ltd. 0.80% Add +0.6% 1,219 $1.9M
Schroder Investment Management Group 0.00% Add +6.8% 1,216 $1.9M
Kensington Investment Counsel, LLC 0.80% Add +2.2% 1,215 $1.9M
Robeco Institutional Asset Management B.V. 0.00% Add +134.2% 1,192 $1.9M
Scotia Capital Inc. 0.01% Add +0.1% 1,188 $1.9M
Intrepid Capital Management Inc. 1.03% No change 1,185 $1.9M
Steward Partners Investment Advisory, LLC 0.02% Add +21.3% 1,160 $1.8M
Salvus Wealth Management, LLC 1.10% Reduce -0.3% 1,144 $1.8M
Sepio Capital, LP 0.14% No change 1,137 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Reduce -40.5% 1,113 $1.7M
Lawson Kroeker Investment Management Inc. 0.31% Reduce -0.8% 1,089 $1.7M
Wealthfront Advisers LLC 0.01% Reduce -3.6% 1,089 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -6.1% 1,085 $1.7M
Crestwood Advisors Group, LLC 0.03% Add +323.4% 1,084 $1.7M
Commerce Bank 0.01% Reduce -31.9% 1,081 $1.7M
Solitude Financial Services 0.72% Add +43.3% 1,075 $1.7M
Rathbones Group PLC 0.01% Add +40.3% 1,068 $1.7M
Millennium Management 0.00% Reduce -89.3% 1,065 $1.7M
Tidal Investments LLC 0.02% Reduce -42.9% 1,031 $1.6M
Gulf International Bank (UK) Ltd 0.04% Reduce -6.4% 1,001 $1.6M
King Luther Capital Management Corp. 0.01% Reduce -1.0% 1,000 $1.6M
Daiwa Securities Group Inc. 0.01% Add +12.5% 990 $1.6M
M&T Bank Corp 0.01% Reduce -5.4% 973 $1.5M
Gotham Asset Management 0.02% Reduce -12.5% 963 $1.5M
Epacria Capital Partners, LLC 1.03% No change 961 $1.5M
Engineers Gate Manager LP 0.03% Add +144.4% 931 $1.5M
Redwood Investment Management, LLC 0.13% Add +4.1% 921 $1.4M
Allianz Asset Management GmbH 0.00% Reduce -3.3% 920 $1.4M
Nordea Investment Management AB 0.00% No change 919 $1.4M
XTX Topco Ltd 0.10% New 901 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +15.6% 890 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -0.3% 881 $1.4M
Choreo, LLC 0.02% Add +0.5% 877 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.0% 871 $1.4M
Intech Investment Management LLC 0.02% Add +18.4% 862 $1.4M
Bank of Nova Scotia 0.00% Reduce -0.5% 855 $1.3M
Cumberland Partners Ltd 0.09% Add +142.9% 850 $1.3M
TD Private Client Wealth LLC 0.04% Add +10.6% 835 $1.3M
Panagora Asset Management Inc. 0.01% Add +5.9% 822 $1.3M
Macquarie Group Ltd. 0.00% No change 819 $1.3M
Southeast Asset Advisors, LLC 0.14% Reduce -29.4% 816 $1.3M
MML Investors Services, LLC 0.00% Add +0.1% 812 $1.3M
Mgo One Seven LLC 0.05% Reduce -7.3% 801 $1.3M
&partners 0.02% Add +212.9% 798 $1.3M
Bessemer Group Inc. 0.00% Add +55.4% 794 $1.2M
Amalgamated Bank 0.01% Reduce -48.5% 786 $1.2M
Compass Ion Advisors, LLC 0.15% Add +0.8% 784 $1.2M
RKL Wealth Management LLC 0.11% No change 778 $1.2M
RFG Advisory, LLC 0.04% Reduce -0.9% 771 $1.2M
Keybank National Association 0.00% Reduce -2.9% 768 $1.2M
Cibc World Markets Corp. 0.01% Add +7.2% 758 $1.2M
Aurora Investment Counsel 0.64% Add +0.8% 752 $1.2M
Ancora Advisors LLC 0.03% No change 751 $1.2M
Main Street Financial Solutions, LLC 0.11% Reduce -0.1% 748 $1.2M
Hunter Associates Investment Management LLC 0.18% Add +1.1% 745 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Add +48.1% 745 $1.2M
Machina Capital S.A.S. 0.46% Add +18.1% 742 $1.2M
Principle Wealth Partners LLC 0.08% No change 737 $1.2M
Hills Bank & Trust Co 0.09% Reduce -4.9% 734 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -26.9% 733 $1.1M
Annis Gardner Whiting Capital Advisors, LLC 0.32% Reduce -1.5% 728 $1.1M
Investment Management Corp of Ontario 0.03% Add +20.0% 721 $1.1M
Inspire Investing, LLC 0.11% Add +327.5% 714 $1.1M
Ethic Inc. 0.03% Reduce -12.1% 736 $1.1M
Credit Agricole S A 0.01% Add +2.0% 713 $1.1M
Graham Capital Management, L.P. 0.06% New 696 $1.1M
Fi3 FINANCIAL ADVISORS, LLC 0.43% Add +0.1% 688 $1.1M
Fruth Investment Management 0.28% No change 685 $1.1M
Alaska Permanent Fund Corp 0.02% No change 683 $1.1M
Horst & Graben Wealth Management LLC 0.19% No change 676 $1.1M
Brevan Howard Capital Management LP 0.05% Add +8.3% 675 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.5% 664 $1.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -27.6% 659 $1.0M
WMS Partners, LLC 0.06% New 658 $1.0M
Hi-Line Capital Management, LLC 0.51% Reduce -9.0% 657 $1.0M
Pensionfund Sabic 0.32% Reduce -23.5% 650 $1.0M
Principal Securities, Inc. 0.02% Reduce -6.4% 646 $1.0M
Trust Co. of Vermont 0.05% Reduce -8.0% 645 $1.0M
Resonant Capital Advisors, LLC 0.07% Add +0.5% 644 $1.0M
Savant Capital, LLC 0.01% Reduce -1.2% 643 $1.0M
Candriam S.C.A. 0.01% Reduce -9.1% 639 $1.0M
Swiss Life Asset Management Ltd 0.01% New 632 $990K
Quantinno Capital Management LP 0.01% Reduce -6.4% 630 $988K
Nisa Investment Advisors, LLC 0.01% Reduce -13.7% 630 $988K
Two Sigma Advisers, LP 0.00% Add +384.6% 630 $988K
Quadrature Capital Ltd 0.02% Reduce -68.4% 630 $988K
Shelter Ins Retirement Plan 1.22% No change 600 $982K
Culbertson A N & Co. Inc. 0.16% Add +263.5% 618 $969K
Prudential Financial Inc. 0.00% Reduce -16.2% 611 $958K
London Co. of Virginia 0.01% No change 607 $952K
Values Added Financial LLC 0.60% New 603 $946K
Encompass Wealth Advisors, LLC 0.24% No change 600 $941K
Stephens Inc. 0.01% Add +7.5% 600 $941K
Private Advisor Group, LLC 0.01% Add +39.2% 597 $936K
Verdence Capital Advisors LLC 0.07% Add +5.7% 594 $932K
HB Wealth Management, LLC 0.01% Add +1.4% 592 $929K
Parisi Gray Wealth Management 0.30% Add +3.0% 589 $924K
Smithfield Trust Co 0.04% No change 582 $912K
Front Street Capital Management, Inc. 0.15% Add +66.1% 578 $907K
Kestra Advisory Services, LLC 0.01% Reduce -8.2% 572 $897K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.7% 571 $896K
Atlanta Consulting Group Advisors, LLC 0.22% Add +1.8% 568 $891K
Tributary Capital Management, LLC 0.07% Add +0.9% 566 $888K
Two Sigma Investments, LP 0.00% New 563 $883K
Raymond James Trust N.A. 0.02% Add +23.0% 557 $874K
Advisory Services Network, LLC 0.02% No change 551 $868K
Pinebridge Investments, L.P. 0.01% Reduce -83.6% 550 $863K
Virtus Advisers, LLC 0.40% Reduce -4.2% 548 $860K
Carmel Capital Partners, LLC 0.33% Reduce -8.7% 538 $844K
Vinva Investment Management Ltd 0.04% Add +15.7% 531 $833K
Caprock Group, LLC 0.03% Reduce -7.6% 524 $822K
MAI Capital Management 0.01% Reduce -31.3% 522 $819K
Waverly Advisors, LLC 0.02% No change 521 $817K
Arete Wealth Advisors, LLC 0.07% Reduce -1.7% 521 $812K
Chevy Chase Trust Holdings, LLC 0.00% Add +16.8% 515 $808K
Aigen Investment Management, LP 0.16% Add +76.3% 513 $805K
Metis Global Partners, LLC 0.03% Add +10.1% 513 $805K
Royal Fund Management, LLC 0.06% No change 510 $800K
Neuberger Berman Group LLC 0.00% Reduce -1.4% 501 $786K
Sage Capital Advisors,llc 0.20% No change 500 $784K
Avalon Trust Co 0.06% No change 500 $784K
Aviva PLC 0.00% Reduce -47.6% 487 $764K
Lakewood Asset Management LLC 0.52% Reduce -8.0% 486 $762K
Benjamin Edwards Inc. 0.01% New 486 $762K
SpiderRock Advisors, LLC 0.02% Add +199.4% 473 $742K
CIBC Asset Management Inc 0.00% Add +5.4% 470 $737K
Summit Global Investments 0.05% New 463 $726K
Concurrent Investment Advisors, LLC 0.02% Add +3.8% 462 $725K
Mission Wealth Management, LP 0.02% No change 461 $723K
OMERS ADMINISTRATION Corp 0.01% No change 457 $717K
Financial Security Advisor, Inc. 0.18% Reduce -3.0% 452 $709K
Perigon Wealth Management, LLC 0.02% Add +0.5% 449 $704K
Y.D. More Investments Ltd 0.07% Add +4.8% 440 $690K
Brave Asset Management Inc. 0.17% No change 439 $689K
Haverford Trust Co 0.01% Add +86.3% 434 $681K
Synovus Financial Corp. 0.01% Add +20.7% 432 $678K
Arax Advisory Partners 0.06% Reduce -26.8% 428 $671K
Quadcap Wealth Management, LLC 0.10% Add +0.7% 427 $670K
Diversify Wealth Management, LLC 0.06% Add +13.3% 426 $668K
Intrinsic Value Partners, LLC 0.66% Reduce -0.2% 421 $660K
Gilbert & Cook, Inc. 0.09% Reduce -4.3% 421 $660K
J.W. Cole Advisors, Inc. 0.03% Add +98.1% 418 $656K
WealthPlan Investment Management, LLC 0.07% Add +5.3% 414 $649K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +10.5% 411 $645K
Oak Grove Capital LLC 0.14% No change 410 $643K
Founders Capital Management, LLC 0.11% Reduce -27.8% 410 $643K
Linden Thomas Advisory Services, LLC 0.09% Reduce -0.7% 402 $631K
Calamos Wealth Management LLC 0.03% No change 400 $627K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -0.3% 397 $623K
Harvest Investment Services, LLC 0.20% Reduce -1.8% 394 $618K
Cresset Asset Management, LLC 0.00% Add +98.0% 390 $612K
Versor Investments LP 0.09% Add +72.4% 381 $598K
Elgethun Capital Management 0.14% No change 378 $593K
Entropy Technologies, LP 0.06% Add +114.9% 374 $587K
Prime Capital Investment Advisors, LLC 0.01% Add +6.0% 372 $584K
Cross Staff Investments Inc 0.45% No change 370 $580K
Aquatic Capital Management LLC 0.02% New 370 $580K
Magnetar Financial LLC 0.01% New 369 $579K
Vident Advisory, LLC 0.01% Reduce -1.3% 368 $577K
Legacy Advisors, LLC 0.06% New 368 $577K
Elevation Point Wealth Partners, LLC 0.06% Reduce -2.4% 368 $577K
AXA S.A. 0.00% Add +102.8% 365 $573K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 363 $569K
Walleye Trading LLC 0.01% Add +2684.6% 362 $568K
Intellectus Partners, LLC 0.14% No change 360 $565K
MainStreet Investment Advisors LLC 0.07% Reduce -12.8% 355 $557K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +3.5% 354 $555K
Shell Asset Management Co. 0.02% — 351 $551K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 351 $551K
B. Metzler seel. Sohn & Co. AG 0.01% No change 351 $551K
Ritholtz Wealth Management 0.02% Reduce -2.5% 348 $546K
Baxter Bros Inc. 0.07% Reduce -5.5% 346 $543K
AdvisorNet Financial, Inc 0.04% Add +12.7% 346 $543K
Venturi Wealth Management, LLC 0.03% Add +3.0% 343 $538K
Boyar Asset Management Inc. 0.34% Add +0.3% 339 $532K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -4.8% 337 $529K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -25.3% 336 $527K
Blue Edge Capital, LLC 0.08% No change 333 $522K
Winthrop Advisory Group LLC 0.06% No change 327 $513K
Anson Funds Management LP 0.07% New 315 $494K
Citizens Financial Group Inc. 0.01% Add +1.9% 315 $494K
Taylor Hoffman Capital Management LLC 0.19% — 320 $493K
Marks Group Wealth Management, Inc 0.05% Reduce -2.8% 312 $489K
Kestra Private Wealth Services, LLC 0.01% Reduce -10.9% 312 $489K
UniSuper Management Pty Ltd 0.00% No change 310 $486K
Beacon Investment Advisors LLC 0.23% Add +0.3% 305 $478K
Blueshift Asset Management, LLC 0.12% New 303 $475K
NewEdge Advisors, LLC 0.00% Add +70.5% 300 $471K
Apollon Wealth Management, LLC 0.01% Reduce -8.3% 298 $467K
Glenmede Trust Co. NA 0.00% Reduce -13.4% 298 $467K
NBT Bank, N.A. 0.03% Reduce -4.9% 289 $453K
Crestmont Private Wealth LLC 0.20% Add +8.3% 287 $450K
Integrated Wealth Concepts LLC 0.01% Reduce -10.6% 286 $449K
Madison Asset Management, LLC 0.01% Reduce -16.4% 285 $448K
Wallace Advisory Group, LLC 0.32% No change 280 $441K
Bay Rivers Group 0.22% Reduce -1.8% 280 $439K
Resurgent Financial Advisors LLC 0.26% Reduce -7.9% 279 $438K
Acima Private Wealth, LLC 0.15% No change 276 $433K
Leavell Investment Management, Inc. 0.02% No change 276 $433K
Coldstream Capital Management Inc. 0.01% Add +3.8% 273 $430K
Oak Thistle LLC 0.14% New 273 $428K
Compound Planning, Inc. 0.03% New 273 $428K
Allen Mooney & Barnes Investment Advisors LLC 0.07% New 272 $427K
Cadent Capital Advisors, LLC 0.14% No change 269 $422K
QRG Capital Management, Inc. 0.00% Add +5.9% 269 $422K
AlTi Global, Inc. 0.01% New 267 $419K
Avantax Advisory Services, Inc. 0.00% Reduce -2.2% 267 $419K
Sentry Investment Management LLC 0.17% No change 263 $413K
Hara Capital LLC 0.26% Add +0.4% 262 $411K
Stratos Wealth Partners, LTD. 0.01% Add +48.9% 262 $411K
Allen Investment Management, LLC 0.00% No change 262 $411K
Dover Advisors, LLC 0.23% Reduce -5.1% 261 $409K
Yousif Capital Management, LLC 0.00% Add +0.8% 260 $408K
Tritonpoint Wealth, LLC 0.04% Reduce -1.9% 260 $407K
Financial Advocates Investment Management 0.02% Add +3.2% 259 $406K
MCF Advisors LLC 0.03% No change 255 $400K
Flagstone Financial Management 0.13% No change 254 $398K
Gilliland Jeter Wealth Management LLC 0.13% No change 253 $397K
Dakota Wealth Management 0.01% Add +6.8% 252 $395K
Sebold Capital Management, Inc. 0.26% Add +1.6% 251 $394K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.7% 251 $394K
Trustmark Bank Trust Department 0.03% No change 250 $392K
Carnegie Lake Advisors LLC 0.16% — 250 $392K
Norman Fields, Gottscho Capital Management, LLC 0.13% No change 250 $392K
Cwm, LLC 0.00% Add +16.3% 250 $392K
Empowered Funds, LLC 0.01% Add +44.8% 249 $391K
Baker Tilly Wealth Management, LLC 0.17% Add +24.2% 246 $386K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.8% 245 $384K
Opal Wealth Advisors, LLC 0.12% Reduce -4.3% 243 $381K
HighPoint Advisor Group LLC 0.02% Add +39.8% 246 $380K
Old National Bancorp 0.01% Reduce -3.2% 241 $378K
Wambolt & Associates, LLC 0.10% Reduce -0.8% 238 $374K
Rakuten Investment Management, Inc. 0.00% Add +32.2% 238 $373K
One Wealth Advisors, LLC 0.06% No change 238 $373K
Ossiam 0.01% Add +5.3% 238 $373K
Argonautica Private Wealth Management, Inc. 0.12% New 235 $369K
Worldquant Millennium Advisors LLC 0.00% No change 234 $367K
Vestcor Inc 0.01% No change 234 $367K
Manchester Capital Management LLC 0.04% No change 233 $365K
Bleakley Financial Group, LLC 0.01% Add +22.2% 231 $362K
Fiduciary Financial Group, LLC 0.08% Add +12.1% 232 $362K
MQS Management LLC 0.20% New 229 $359K
FineMark National Bank & Trust 0.01% Reduce -3.4% 227 $356K
Independent Financial Group, LLC 0.01% Reduce -0.4% 224 $351K
IHT Wealth Management, LLC 0.01% Add +0.9% 223 $350K
Legacy Capital Wealth Partners, LLC 0.07% Add +13.4% 220 $345K
Daymark Wealth Partners, LLC 0.01% Add +2.4% 217 $340K
Forum Financial Management, LP 0.01% Add +2.9% 216 $339K
Thompson Davis & Co., Inc. 0.25% Add +10.2% 216 $339K
Isthmus Partners, LLC 0.04% No change 216 $339K
Aptus Capital Advisors, LLC 0.01% Add +8.0% 216 $339K
Avestar Capital, LLC 0.04% Reduce -0.5% 213 $334K
Vaughan Nelson Investment Management, L.P. 0.00% New 212 $333K
Manchester Financial Inc. 0.07% Reduce -4.1% 212 $333K
Cascades Capital Asset Management, LLC 0.19% — 211 $331K
Ieq Capital, LLC 0.00% New 211 $331K
Parsons Capital Management Inc. 0.02% No change 210 $329K
Greenleaf Trust 0.00% Add +7.8% 206 $323K
Evergreen Capital Management LLC 0.01% Reduce -1.5% 203 $318K
Evercore Wealth Management, LLC 0.00% Reduce -2.9% 203 $318K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 202 $317K
Lido Advisors, LLC 0.00% Add +3.1% 198 $311K
Fifth Third Bancorp 0.00% Add +15.2% 197 $309K
Mills Wealth Advisors LLC 0.21% New 196 $307K
Studio Investment Management LLC 0.06% Add +9.5% 196 $307K
Blue Trust, Inc. 0.00% Add +78.9% 195 $307K
Inceptionr LLC 0.07% New 194 $304K
Heartwood Wealth Advisors LLC 0.03% No change 194 $304K
Choate Investment Advisors 0.01% New 192 $301K
Inlet Private Wealth, LLC 0.08% No change 191 $300K
Salomon & Ludwin, LLC 0.03% No change 191 $300K
Siemens Fonds Invest GmbH 0.02% Add +39.2% 419 $298K
Jackson Hole Capital Partners, LLC 0.06% No change 190 $298K
Howland Capital Management LLC 0.01% No change 189 $296K
Burns Matteson Capital Management, LLC 0.17% New 188 $295K
Qtron Investments LLC 0.04% No change 188 $295K
Traphagen Investment Advisors LLC 0.03% No change 188 $295K
Tower Research Capital LLC (TRC) 0.01% Reduce -31.9% 188 $295K
RMR Capital Management, LLC 0.25% No change 186 $292K
Fidelis Capital Partners, LLC 0.03% Reduce -3.6% 185 $290K
Capital Asset Advisory Services LLC 0.01% No change 184 $287K
Act Two Investors LLC 0.05% No change 182 $285K
Seven Eight Capital, LP 0.03% New 181 $284K
Level Four Advisory Services, LLC 0.01% Add +38.4% 184 $284K
Western Wealth Management, LLC 0.02% New 180 $282K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 179 $281K
Motley Fool Asset Management LLC 0.02% Reduce -8.8% 177 $278K
Marcum Wealth, LLC 0.03% Add +7.3% 177 $278K
Snowden Capital Advisors LLC 0.01% Add +0.6% 176 $276K
Am Investment Strategies LLC 0.07% No change 175 $275K
Prosperity Consulting Group, LLC 0.02% New 174 $273K
First Trust Direct Indexing L.P. 0.01% New 173 $271K
EP Wealth Advisors, LLC 0.00% Add +12.3% 173 $271K
Hamilton Capital, LLC 0.02% New 175 $270K
Hunting Hill Global Capital, LLC 0.38% No change 172 $270K
Sunbelt Securities, Inc. 0.03% Add +12.4% 172 $270K
Tocqueville Asset Management L.P. 0.00% No change 171 $268K
American Trust 0.02% Reduce -4.0% 169 $265K
Park Avenue Securities LLC 0.00% Reduce -31.3% 169 $265K
waypoint wealth counsel 0.18% Add +0.6% 167 $262K
Dimension Capital Management LLC 0.05% No change 162 $254K
Wealthspire Advisors, LLC 0.00% Add +26.6% 162 $254K
Lodestone Wealth Management LLC 0.13% Reduce -40.1% 161 $253K
Northwest Quadrant Wealth Management, LLC 0.06% Reduce -11.1% 161 $253K
Prudential PLC 0.00% Reduce -78.5% 159 $249K
Equitable Trust Co. 0.02% Reduce -23.8% 157 $246K
Bremer Bank National Association 0.05% No change 155 $243K
Edgemoor Investment Advisors, Inc. 0.02% No change 154 $242K
Huntington National Bank 0.00% Add +8.6% 151 $237K
ORG Partners LLC 0.04% Reduce -18.5% 150 $235K
Covestor Ltd 0.15% Add +0.7% 150 $235K
Virtue Capital Management, LLC 0.05% Reduce -9.2% 148 $232K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -89.7% 148 $232K
NorthCoast Asset Management LLC 0.00% New 177 $231K
RAM Investment Partners, LLC 0.06% Reduce -0.7% 147 $231K
OneDigital Investment Advisors LLC 0.00% Add +3.5% 147 $231K
Hengehold Capital Management LLC 0.02% New 146 $229K
Schechter Investment Advisors, LLC 0.02% Add +2.8% 146 $229K
Conestoga Capital Advisors, LLC 0.00% Reduce -56.7% 145 $227K
Thoroughbred Financial Services, LLC 0.01% No change 144 $225K
Accretive Wealth Partners, LLC 0.09% No change 143 $224K
Wills Financial Group, Inc. 0.09% No change 142 $223K
Arlington Trust Co LLC 0.05% No change 141 $221K
Wellington Shields & Co., LLC 0.07% Add +2.2% 139 $218K
MBL Wealth, LLC 0.02% Add +0.7% 139 $218K
Silverlake Wealth Management LLC 0.08% No change 138 $216K
Guardian Wealth Advisors, LLC / NC 0.02% No change 138 $216K
Signaturefd, LLC 0.00% Reduce -3.5% 137 $215K
Beacon Financial Group 0.02% Reduce -1.5% 135 $212K
Maple Capital Management, Inc. 0.02% New 135 $212K
Jones Financial Companies LLLP 0.00% Add +67.5% 134 $210K
Cypress Capital Group 0.02% Reduce -3.6% 134 $210K
Jump Financial, LLC 0.00% New 134 $210K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -5.6% 134 $210K
Cigna Investments Inc. 0.04% Reduce -4.3% 132 $207K
Fox Run Management, L.L.C. 0.05% New 131 $205K
Corebridge Financial, Inc. 0.00% Reduce -3.0% 131 $205K
Wedbush Securities Inc. 0.01% Reduce -51.3% 131 $205K
Allworth Financial LP 0.00% Add +3.2% 130 $205K
Bluespring Wealth Management, LLC 0.02% New 130 $204K
Tucker Asset Management LLC 0.05% No change 130 $204K
Graypoint LLC 0.01% No change 130 $204K
Brown Brothers Harriman & Co. 0.00% Add +82.6% 126 $198K
Farmers & Merchants Investments Inc. 0.01% No change 125 $196K
TD Waterhouse Canada Inc. 0.00% Add +29.4% 119 $187K
Lazard Asset Management LLC 0.00% No change 115 $180K
Hexagon Capital Partners LLC 0.03% No change 112 $176K
Smartleaf Asset Management LLC 0.02% Add +1314.3% 99 $155K
GeoWealth Management, LLC 0.01% New 98 $154K
Motco 0.02% Reduce -18.6% 96 $151K
Walleye Capital LLC 0.00% Add +21.5% 96 $151K
Farther Finance Advisors, LLC 0.01% Reduce -5.2% 92 $144K
BOK Financial Private Wealth, Inc. 0.01% No change 91 $143K
Colonial Trust Advisors 0.01% No change 89 $140K
Colonial Trust Co / SC 0.02% Add +1000.0% 88 $138K
SouthState Bank Corp 0.01% No change 87 $136K
TCTC Holdings, LLC 0.00% No change 84 $132K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.1% 83 $130K
Geneos Wealth Management Inc. 0.00% Add +1.3% 77 $121K
Natixis 0.00% New 76 $119K
Evolution Advisers, Inc. 0.06% Add +1.4% 73 $115K
IFP Advisors, Inc 0.00% Reduce -6.5% 72 $113K
JTC Employer Solutions Trustee Ltd 0.01% No change 70 $110K
Beach Investment Counsel Inc. 0.01% Reduce -41.2% 67 $105K
Godsey & Gibb, Inc. 0.01% No change 65 $102K
Anchor Investment Management, LLC 0.01% Add +6000.0% 61 $96K
Capital Analysts, LLC 0.00% No change 60 $94K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +500.0% 60 $94K
Penserra Capital Management LLC 0.00% No change 59 $92K
Quadrant Capital Group LLC 0.01% No change 58 $91K
Quent Capital, LLC 0.01% No change 56 $88K
Rothschild Investment LLC 0.01% No change 55 $86K
M&R Capital Management Inc. 0.02% Add +2.0% 51 $80K
Mendota Financial Group, LLC 0.04% No change 50 $78K
Prestige Wealth Management Group LLC 0.02% No change 50 $78K
Evermay Wealth Management LLC 0.01% No change 49 $77K
Financial Network Wealth Advisors LLC 0.06% Reduce -24.2% 47 $74K
EverSource Wealth Advisors, LLC 0.00% Reduce -25.4% 47 $74K
Avior Wealth Management, LLC 0.00% No change 47 $74K
Lindbrook Capital, LLC 0.01% Add +4.7% 45 $71K
Quintet Private Bank (Europe) S.A. 0.00% Add +15.4% 45 $71K
Pinnacle Bancorp, Inc. 0.02% No change 44 $69K
GAMMA Investing LLC 0.01% Add +4.8% 44 $69K
Carmichael Hill & Associates, Inc. 0.02% No change 40 $63K
Westpac Banking Corp. 0.00% No change 40 $63K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 35 $55K
Ransom Advisory, Ltd 0.02% No change 34 $53K
Maryland Capital Advisors Inc. 0.02% No change 32 $50K
Quarry LP 0.02% Add +3000.0% 31 $49K
UMB Bank, n.a. 0.00% Add +833.3% 28 $44K
Delta Asset Management LLC 0.00% No change 28 $44K
Spire Wealth Management 0.00% Reduce -92.8% 28 $44K
Wilmington Savings Fund Society, FSB 0.00% New 27 $42K
Private Trust Co. NA 0.00% Reduce -7.1% 26 $41K
Global Retirement Partners, LLC 0.00% No change 26 $41K
LGT Financial Advisors LLC 0.10% Reduce -45.6% 25 $39K
Larson Financial Group LLC 0.00% New 23 $36K
Toth Financial Advisory Corp. 0.00% Add +1000.0% 22 $35K
TrinityBridge Ltd 0.00% Add +29.4% 22 $34K
Oarsman Capital, Inc. 0.01% New 21 $33K
Brooklyn Investment Group 0.01% New 20 $31K
Private Wealth Management Group, LLC 0.01% No change 19 $30K
JFS Wealth Advisors, LLC 0.00% No change 18 $28K
Deseret Mutual Benefit Administrators 0.01% No change 18 $28K
SIMA Wealth Partners, LLC 0.02% No change 16 $25K
State of Wyoming 0.00% Add +6.7% 16 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 16 $25K
MidAtlantic Capital Management, Inc. 0.02% Reduce -11.8% 15 $24K
Strategic Investment Solutions, Inc. 0.01% No change 15 $24K
Assetmark, Inc. 0.00% No change 15 $24K
Anfield Capital Management, LLC 0.01% No change 13 $20K
SJS Investment Consulting Inc. 0.00% Reduce -7.7% 12 $19K
Bruce G. Allen Investments, LLC 0.01% No change 12 $19K
Sittner & Nelson, LLC 0.01% No change 12 $19K
Barrett & Company, Inc. 0.01% Reduce -79.0% 12 $19K
Truvestments Capital LLC 0.01% New 12 $19K
Citizens National Bank Trust Department 0.00% No change 12 $19K
Adirondack Trust Co. 0.01% No change 12 $19K
Valley National Advisers Inc. 0.00% Reduce -7.7% 12 $18K
Asset Dedication, LLC 0.00% No change 11 $17K
Riverview Trust Co 0.02% No change 11 $17K
Gables Capital Management Inc. 0.01% New 11 $17K
WR Wealth Planners, LLC 0.00% No change 11 $17K
Whittier Trust Co. 0.00% No change 11 $17K
Simplex Trading, LLC 0.00% Reduce -94.9% 11 $17K
Hemington Wealth Management 0.00% New 11 $16K
Capital Advisors, Ltd. LLC 0.00% No change 10 $16K
Parkside Financial Bank & Trust 0.00% No change 10 $16K
True Wealth Design, LLC 0.01% New 10 $16K
Aviso Financial Inc. 0.00% No change 10 $16K
Criterion Capital Advisors, LLC 0.01% No change 9 $14K
Frazier Financial Advisors, LLC 0.01% No change 9 $14K
Earned Wealth Advisors, LLC 0.00% New 9 $14K
Rosenberg Matthew Hamilton 0.00% No change 9 $14K
Bogart Wealth, LLC 0.00% Reduce -76.9% 9 $14K
Versant Capital Management, Inc 0.00% No change 8 $13K
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% No change 7 $11K
City Holding Co. 0.00% No change 12 $10K
FinTrust Capital Advisors, LLC 0.00% No change 6 $9K
Redmont Wealth Advisors LLC 0.01% No change 6 $9K
Pacifica Partners Inc. 0.00% No change 6 $9K
Eagle Bay Advisors LLC 0.00% No change 6 $9K
Silicon Valley Capital Partners 0.00% No change 6 $9K
CoreCap Advisors, LLC 0.00% New 6 $9K
Lanark Financial, Inc. 0.00% No change 6 $9K
GW&K Investment Management, LLC 0.00% No change 5 $8K
Rogco, LP 0.00% Reduce -16.7% 5 $8K
SRH Advisors, LLC 0.00% No change 5 $8K
Cranbrook Wealth Management, LLC 0.00% New 5 $8K
CVA Family Office, LLC 0.00% Add +25.0% 5 $8K
St Germain D J Co. Inc. 0.00% No change 5 $8K
Bell Investment Advisors, Inc 0.00% No change 4 $6K
Carolina Wealth Advisors, LLC 0.00% New 4 $6K
Northwest Investment Counselors, LLC 0.00% New 4 $6K
Concord Wealth Partners 0.00% New 4 $6K
Kiely Wealth Advisory Group, Inc. 0.00% No change 3 $5K
Fortitude Family Office, LLC 0.00% No change 3 $5K
McIlrath & Eck, LLC 0.00% New 3 $5K
Pittenger & Anderson Inc. 0.00% No change 3 $5K
Continuum Advisory, LLC 0.00% No change 2 $3K
MV Capital Management, Inc. 0.00% Add +100.0% 2 $3K
Johnson Financial Group, Inc. 0.00% New 2 $3K
Fairman Group, LLC 0.00% No change 2 $3K
Fairscale Capital, 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
TD Capital Management LLC 0.00% No change 2 $3K
Zions Bancorporation, N.A. 0.00% No change 2 $3K
PEAK6 Investments LLC 0.00% Reduce -87.5% 2 $3K
Harbour Investments, Inc. 0.00% No change 2 $3K
Cullen/Frost Bankers, Inc. 0.00% New 2 $3K
Mather Group, Llc. 0.00% Reduce -96.9% 2 $3K
Sachetta, LLC 0.00% Reduce -50.0% 1 $2K
Raffa Wealth Management, LLC 0.00% Reduce -96.9% 1 $2K
Tortoise Investment Management, LLC 0.00% Reduce -50.0% 1 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -83.3% 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.