Markel GroupMKL

13F holders, Q2 2025 (June 30)
854holders +1
63new positions
60sold out
9famous investors
$1996.44avg. 13F price*

At the end of Q2 2025, 854 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 1 from Q1 2025. 63 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.4B) and Principal Financial Group Inc. ($1.1B). 9 famous investors held it, including Francois Rochon (3.0% of Giverny Capital's portfolio), Tom Russo (0.2% of Gardner Russo & Quinn's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$95.9M
Exits60$105.0M

All 13F filers, Q1 2025 → Q2 2025: 392,264 shares bought and 528,243 shares sold, net −135,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 854 holders

Vanguard Group Inc. 0.04% Add +0.8% 1,167,813 $2.3B
BlackRock, Inc. 0.03% Reduce -7.1% 712,271 $1.4B
Principal Financial Group Inc. 0.57% Reduce -1.1% 537,692 $1.1B
Morgan Stanley 0.06% Reduce -2.1% 471,891 $942.5M
Davis Selected Advisers 3.96% Reduce -0.1% 371,131 $741.3M
Select Equity Group, L.P. 2.86% Add +75.9% 336,369 $671.8M
State Street Corp. 0.02% Reduce -3.9% 298,240 $595.7M
Boston Partners 0.60% Reduce -1.6% 272,099 $543.4M
Geode Capital Management, LLC 0.03% Reduce -3.0% 213,499 $425.0M
DAVENPORT & Co LLC 2.26% Add +0.7% 204,702 $408.4M
Baillie Gifford & Co. 0.30% Reduce -4.2% 201,623 $402.7M
Van Lanschot Kempen Investment Management N.V. 3.12% Add +12.1% 163,780 $327.1M
T. Rowe Price Investment Management, Inc. 0.20% Add +1.2% 155,833 $311.3M
JANA Partners Management, LP 15.19% Reduce -2.9% 151,432 $302.5M
Bank of America Corp. 0.02% Reduce -0.1% 144,560 $288.7M
Norges Bank 0.04% Reduce -2.2% 144,371 $288.4M
Wellington Management Group LLP 0.05% Reduce -5.7% 131,954 $263.6M
Dimensional Fund Advisors LP 0.06% Add +4.0% 123,616 $246.9M
Epoch Investment Partners, Inc. 1.18% Add +5.8% 114,263 $228.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +2.3% 103,874 $207.5M
Northern Trust Corp. 0.03% Add +6.1% 98,289 $196.3M
Fenimore Asset Management Inc 3.52% Add +0.0% 88,392 $176.6M
Scharf Investments, LLC 5.06% Reduce -1.0% 87,980 $175.8M
Bank Julius Baer & Co. Ltd, Zurich 0.51% Add +3.5% 85,106 $170.0M
Madison Avenue Partners, LP 11.24% Reduce -7.7% 84,310 $168.4M
Polar Capital Holdings Plc 0.88% Add +4.7% 84,000 $167.8M
Douglass Winthrop Advisors, LLC 3.03% Add +0.3% 83,951 $167.7M
Jennison Associates LLC 0.09% Add +0.6% 80,119 $160.0M
Fort Washington Investment Advisors Inc. 0.92% Add +0.2% 79,947 $159.7M
Barr E S & Co. 9.07% Reduce -0.6% 79,212 $158.2M
Check Capital Management Inc. 10.24% Reduce -1.6% 77,780 $155.4M
Legal & General Group Plc 0.04% Reduce -9.0% 72,993 $145.8M
TD Asset Management Inc 0.12% Add +3.1% 70,743 $141.3M
HighTower Advisors, LLC 0.17% Reduce -3.7% 69,058 $137.9M
Charles Schwab Investment Management Inc. 0.02% Add +2.2% 62,065 $124.0M
Raymond James Financial Inc. 0.04% Add +6.4% 59,594 $119.0M
Graham Holdings Co Master Retirement Trust 16.09% No change 58,008 $115.9M
Wells Fargo & Company 0.03% Reduce -0.8% 56,611 $113.1M
Graham Holdings Co 12.45% No change 55,430 $110.7M
Davis Asset Management, L.P. 3.89% No change 50,000 $99.9M
UBS Group AG 0.02% Reduce -39.6% 49,594 $99.1M
Avenir Corp. 10.02% Reduce -1.7% 48,789 $97.4M
California Public Employees Retirement System 0.06% Reduce -16.6% 47,658 $95.2M
Envestnet Asset Management Inc. 0.03% Reduce -3.1% 47,354 $94.6M
Royal Bank of Canada 0.02% Add +4.9% 45,936 $91.8M
Giverny Capital 2.99% Add +0.7% 43,696 $87.3M
DF Dent & Co. Inc. 1.08% Reduce -23.1% 42,498 $84.9M
Bank of New York Mellon Corp 0.02% Reduce -11.8% 41,674 $83.2M
FMR LLC 0.00% Add +51.2% 41,487 $82.9M
Thompson Siegel & Walmsley LLC 1.33% Reduce -0.7% 39,591 $79.1M
Steginsky Capital LLC 16.16% Add +1.2% 39,561 $79.0M
Swiss National Bank 0.05% Add +6.1% 38,480 $76.9M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -11.3% 37,333 $74.6M
Anchor Capital Advisors LLC 2.09% Reduce -5.5% 35,595 $71.1M
Quilter Plc 1.25% Add +1.4% 34,219 $68.3M
Cooke & Bieler LP 0.66% Reduce -2.6% 33,157 $66.2M
Marathon Asset Management Ltd 2.09% Reduce -1.2% 32,631 $65.2M
Goldman Sachs Group Inc. 0.01% Reduce -8.2% 31,867 $63.6M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +6.2% 30,453 $60.8M
First Trust Advisors LP 0.04% Reduce -80.2% 27,619 $55.2M
Greenbrier Partners Capital Management, LLC 4.01% No change 27,420 $54.8M
Capco Asset Management, LLC 11.36% Reduce -0.5% 27,039 $54.0M
American Century Companies Inc. 0.03% Add +10.8% 26,527 $53.0M
Sather Financial Group Inc 3.11% Add +0.6% 26,489 $52.9M
Deutsche Bank AG 0.02% Add +22.9% 26,288 $52.5M
Amundi 0.02% Add +51.3% 26,620 $52.2M
Beck Mack & Oliver LLC 0.97% Reduce -14.7% 25,350 $50.6M
Renaissance Technologies 0.07% Reduce -10.4% 25,011 $50.0M
Janus Henderson Group PLC 0.02% Add +43.2% 22,837 $45.6M
Greenlea Lane Capital Management, LLC 12.62% No change 22,455 $44.9M
Broad Run Investment Management, LLC 6.68% Reduce -10.6% 21,826 $43.6M
Nuveen, LLC 0.01% Reduce -11.3% 21,728 $43.4M
Russell Investments Group, Ltd. 0.05% Reduce -3.7% 20,661 $41.2M
Country Trust Bank 0.92% Add +0.2% 20,500 $40.9M
Lafayette Investments, Inc. 8.15% Reduce -0.3% 20,186 $40.3M
Invesco Ltd. 0.01% Add +15.6% 20,043 $40.0M
Cobblestone Capital Advisors LLC 2.05% Add +1.2% 20,000 $39.9M
Jane Street Group, LLC 0.06% New 19,504 $39.0M
National Pension Service 0.03% Add +0.7% 19,443 $38.8M
Mraz, Amerine & Associates, Inc. 6.05% Add +1.1% 18,885 $37.7M
Barclays PLC 0.02% Add +12.6% 18,782 $37.5M
Pinnacle Associates Ltd. 0.54% Reduce -1.0% 18,702 $37.4M
California State Teachers Retirement System 0.04% Reduce -5.7% 18,688 $37.3M
Canada Pension Plan Investment Board 0.03% Add +22.7% 18,119 $36.2M
Lincoln Capital LLC 6.77% Add +0.1% 17,624 $35.2M
AQR Capital Management 0.03% Reduce -24.6% 17,611 $35.1M
Rhumbline Advisers 0.03% Reduce -6.8% 15,938 $31.8M
JPMorgan Chase & Co. 0.00% Reduce -40.3% 15,531 $31.0M
Citadel Investment Advisory, Inc. 14.96% Reduce -3.6% 15,437 $30.8M
First Manhattan Co. Llc. 0.08% Reduce -43.0% 14,459 $28.9M
Martingale Asset Management L P 0.68% Reduce -4.7% 13,824 $27.6M
Poehling Capital Management, INC. 6.18% Add +2.6% 13,244 $26.5M
Sprucegrove Investment Management Ltd. 1.97% Reduce -3.5% 12,189 $24.3M
Illinois Municipal Retirement Fund 0.30% Add +20.3% 11,183 $22.3M
PYA Waltman Capital, LLC 6.37% Add +2.8% 11,071 $22.1M
Swedbank AB 0.02% Add +0.3% 10,970 $21.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.9% 10,825 $21.6M
Banyan Capital Management, Inc. 11.08% Add +1.7% 10,792 $21.6M
HSBC Holdings PLC 0.01% Reduce -11.3% 10,744 $21.4M
Teacher Retirement System of Texas 0.09% Reduce -35.9% 10,714 $21.4M
APG Asset Management N.V. 0.06% Add +0.3% 12,438 $21.2M
Blair William & Co. 0.06% Add +4.0% 10,488 $20.9M
Focus Partners Wealth 0.05% Add +32.7% 10,459 $20.9M
State Board of Administration of Florida Retirement System 0.04% Reduce -12.6% 10,291 $20.6M
Caisse de depot et placement du Quebec 0.04% Reduce -35.0% 10,144 $20.3M
Franklin Resources Inc. 0.01% Add +70.5% 9,984 $19.9M
Millennium Management 0.02% Add +640.4% 9,980 $19.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -5.5% 9,795 $19.6M
Rockbridge Asset Management LLC 10.86% Reduce -0.4% 9,554 $19.1M
Aviva PLC 0.04% Add +5.8% 9,480 $18.9M
T. Rowe Price Associates Inc. 0.00% Add +3.1% 9,423 $18.8M
Smith Salley Wealth Management 1.08% Add +1.8% 9,343 $18.7M
Snyder Capital Management L P 0.38% Reduce -15.3% 9,026 $18.0M
Danske Bank A/S 0.04% Add +40.9% 8,983 $17.9M
Susquehanna International Group, LLP 0.03% Add +17.2% 8,886 $17.7M
Stansberry Asset Management, LLC 1.94% Add +99.0% 8,413 $16.8M
Assenagon Asset Management S.A. 0.03% Add +91.2% 8,345 $16.7M
Hutchinson Capital Management 3.03% Reduce -1.7% 8,309 $16.6M
Brown Advisory Inc. 0.02% Add +0.5% 8,238 $16.5M
Kirr Marbach & Co. LLC 3.22% Add +0.9% 8,145 $16.3M
Gardner Russo & Quinn 0.17% Reduce -1.6% 8,143 $16.3M
First National Bank of Omaha 1.05% Reduce -0.3% 8,102 $16.2M
Citigroup Inc. 0.01% Reduce -2.5% 8,027 $16.0M
Korea Investment CORP 0.04% Reduce -3.0% 7,968 $15.9M
Captrust Financial Advisors 0.04% Add +2.9% 7,963 $15.9M
Citadel Advisors 0.01% Add +1230.5% 7,890 $15.8M
Evelyn Partners Investment Management LLP 0.46% Add +2.5% 7,574 $15.1M
Royal London Asset Management Ltd. 0.03% Add +4.6% 7,295 $14.6M
State of Wisconsin Investment Board 0.04% Reduce -7.8% 7,264 $14.5M
Lathrop Investment Management Co. 2.71% Reduce -5.4% 7,167 $14.3M
LPL Financial LLC 0.00% Add +7.6% 7,159 $14.3M
Seneca House Advisors 6.01% Add +5.2% 7,066 $14.1M
Motley Fool Wealth Management, LLC 0.83% Reduce -14.2% 6,851 $13.7M
Wedge Capital Management L L P 0.24% Reduce -15.9% 6,817 $13.6M
Fuller & Thaler Asset Management, Inc. 0.05% Reduce -3.4% 6,808 $13.6M
Regency Capital Management Inc.\DE 7.13% Reduce -0.5% 6,807 $13.6M
New York State Common Retirement Fund 0.02% Reduce -0.4% 6,555 $13.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +12.9% 6,549 $13.1M
Cheviot Value Management, LLC 1.49% Reduce -0.2% 6,822 $13.0M
Ameriprise Financial Inc. 0.00% Reduce -11.5% 6,347 $12.7M
Live Oak Private Wealth LLC 1.86% Reduce -0.3% 6,229 $12.4M
Aberdeen Group plc 0.02% Add +5.6% 6,135 $12.3M
Heritage Wealth Advisors 0.58% Reduce -0.1% 6,065 $12.1M
GAM Holding AG 0.85% Reduce -7.7% 6,031 $12.0M
D. E. Shaw & Co. 0.01% Add +7.8% 6,016 $12.0M
Sei Investments Co. 0.01% Reduce -1.9% 5,948 $11.9M
Victory Capital Management Inc. 0.01% Add +6.5% 5,882 $11.7M
Treasurer of the State of North Carolina 0.04% Add +0.3% 5,816 $11.6M
Creative Planning 0.01% Add +3.2% 5,781 $11.5M
Frontier Capital Management Co. LLC 0.11% Reduce -0.3% 5,774 $11.5M
Solidarity Wealth, LLC 2.65% Add +0.6% 5,660 $11.3M
Canerector Inc. 6.34% No change 5,600 $11.2M
Brandywine Global Investment Management, LLC 0.08% Reduce -1.5% 5,567 $11.1M
PNC Financial Services Group, Inc. 0.01% Reduce -6.0% 5,562 $11.1M
Pictet Asset Management Holding SA 0.01% Reduce -1.9% 5,546 $11.1M
Cibc World Market Inc. 0.02% Add +4.7% 5,422 $10.8M
Truist Financial Corp. 0.02% Reduce -28.3% 5,251 $10.5M
Alliancebernstein L.P. 0.00% Reduce -3.8% 5,242 $10.5M
Seizert Capital Partners, LLC 0.46% Reduce -8.8% 5,236 $10.5M
BNP Paribas Financial Markets 0.01% Reduce -1.0% 5,225 $10.4M
Berkeley, Inc 3.68% Add +8.7% 5,131 $10.2M
Asset Management One Co., Ltd. 0.03% Add +0.4% 5,111 $10.2M
Storebrand Asset Management As 0.03% Add +9.8% 5,020 $10.0M
Needham Investment Management LLC 0.79% No change 4,950 $9.9M
Brevan Howard Capital Management LP 0.11% Add +286.8% 4,873 $9.7M
Redmond Asset Management, LLC 2.30% Reduce -2.2% 4,829 $9.6M
Chapman Investment Management, LLC 6.67% Reduce -0.6% 4,782 $9.6M
Mn Services Vermogensbeheer B.V. 0.07% New 4,750 $9.5M
Cerity Partners LLC 0.02% Reduce -1.1% 4,710 $9.4M
Resona Asset Management Co.,Ltd. 0.05% Reduce -3.2% 4,653 $9.3M
Hennessy Advisors Inc. 0.31% New 4,600 $9.2M
KLP Kapitalforvaltning As 0.04% Add +1.8% 4,600 $9.2M
Stifel Financial Corp. 0.01% Add +2.1% 4,519 $9.0M
Janney Montgomery Scott LLC 0.02% Reduce -1.3% 4,445 $8.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.3% 4,307 $8.6M
Lighthouse Investment Partners, LLC 0.37% New 4,257 $8.5M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.4% 4,217 $8.4M
CI Investments Inc. 0.03% Reduce -7.0% 4,131 $8.3M
Commonwealth Equity Services, LLC 0.01% Add +1.3% 4,117 $8.2M
Clear Harbor Asset Management, LLC 0.62% Add +0.4% 4,092 $8.2M
Ensign Peak Advisors, Inc 0.01% Reduce -23.5% 4,072 $8.1M
Nomura Asset Management Co. Ltd. 0.02% Add +5.3% 4,017 $8.0M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -7.0% 4,013 $8.0M
Public Employees Retirement System of Ohio 0.03% Reduce -0.8% 3,868 $7.7M
Hi-Line Capital Management, LLC 2.73% Add +621.7% 3,854 $7.7M
Arizona State Retirement System 0.04% Add +0.1% 3,723 $7.4M
Blue Zone Wealth Advisors, LLC 1.84% Add +1.0% 3,697 $7.4M
Greenline Partners, LLC 0.98% Add +1.9% 3,636 $7.3M
Prana Capital Management, LP 0.26% Reduce -38.9% 3,579 $7.1M
Gateway Investment Advisers LLC 0.08% Add +0.0% 3,540 $7.1M
Richard Bernstein Advisors LLC 0.17% No change 3,515 $7.0M
GHP Investment Advisors, Inc. 0.31% Add +1.0% 3,513 $7.0M
Hudson Value Partners, LLC 2.40% Add +5.7% 3,476 $6.9M
Lowe Brockenbrough & Co. Inc. 0.39% Add +96.9% 3,455 $6.9M
Montag A & Associates Inc. 0.33% Reduce -2.4% 3,402 $6.8M
Pathstone Holdings, LLC 0.03% Add +11.3% 3,393 $6.8M
Evergreen Wealth Management, LLC 3.80% Reduce -5.0% 3,390 $6.8M
OP Asset Management Ltd 0.10% Reduce -4.3% 3,388 $6.8M
Alpha Omega Wealth Management LLC 1.20% Reduce -6.1% 3,358 $6.7M
Court Place Advisors, LLC 2.07% Reduce -0.2% 3,299 $6.6M
Annandale Capital, LLC 1.21% Add +4.5% 3,279 $6.5M
AMF Tjanstepension AB 0.04% New 3,245 $6.5M
Corient Private Wealth LP 0.01% Add +5.3% 3,233 $6.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -47.5% 3,225 $6.4M
Mariner, LLC 0.01% Reduce -0.7% 3,168 $6.3M
Man Group plc 0.01% Reduce -27.4% 3,165 $6.3M
Roundview Capital LLC 0.42% Reduce -28.7% 3,141 $6.3M
Buttonwood Financial Advisors Inc. 2.49% Add +1.6% 3,105 $6.2M
Dark Forest Capital Management LP 0.24% Add +1192.8% 3,038 $6.1M
National Bank of Canada 0.01% Add +5.0% 3,005 $6.0M
Clearstead Advisors, LLC 0.08% Add +5.2% 2,961 $5.9M
NWF Advisory Services Inc. 0.69% Add +2.3% 2,908 $5.8M
GoodHaven Capital Management, LLC 2.03% No change 2,898 $5.8M
Los Angeles Capital Management LLC 0.02% Reduce -21.0% 2,878 $5.7M
Osaic Holdings, Inc. 0.01% Add +121.2% 2,853 $5.7M
O'shaughnessy Asset Management, LLC 0.04% Add +20.1% 2,856 $5.7M
Alta Capital Management LLC/ 0.32% Add +10.3% 2,823 $5.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +136.4% 2,818 $5.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +0.7% 2,813 $5.6M
Chemistry Wealth Management LLC 1.20% Add +2.3% 2,812 $5.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -2.6% 2,774 $5.5M
Parallel Advisors, LLC 0.11% Add +0.3% 2,759 $5.5M
Handelsbanken Fonder AB 0.02% Add +15.7% 2,739 $5.5M
Marex Group Ltd 0.10% Reduce -32.4% 2,712 $5.4M
Steward Partners Investment Advisory, LLC 0.04% Add +19.8% 2,679 $5.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.9% 2,670 $5.3M
Inkwell Capital LLC 5.71% Reduce -0.9% 2,665 $5.3M
Florida Trust Wealth Management Co 0.16% Reduce -3.8% 2,658 $5.3M
Adalta Capital Management LLC 2.65% Add +2.0% 2,643 $5.3M
HRT Financial LP 0.02% Add +86.4% 2,611 $5.2M
Neville Rodie & Shaw Inc. 0.39% Reduce -2.8% 2,610 $5.2M
JCP Investment Management, LLC 2.99% Reduce -72.5% 2,590 $5.2M
DNB Asset Management AS 0.02% Reduce -1.8% 2,557 $5.1M
Culbertson A N & Co. Inc. 0.77% Add +70.2% 2,519 $5.0M
Ervin Investment Management, LLC 3.11% Reduce -3.7% 2,492 $5.0M
Northstar Group, Inc. 0.80% Add +13.9% 2,461 $4.9M
Voya Investment Management LLC 0.01% Reduce -10.0% 2,458 $4.9M
Horizon Kinetics Asset Management LLC 0.06% Reduce -3.2% 2,416 $4.8M
Tsai Capital Corp 3.54% Reduce -20.5% 2,414 $4.8M
IFM Investors Pty Ltd 0.04% Add +6.9% 2,356 $4.7M
Watchman Group, Inc. 1.22% Reduce -0.3% 2,339 $4.7M
Toronto Dominion Bank 0.01% Add +19.5% 2,296 $4.6M
US Bancorp \de 0.01% Add +2.1% 2,275 $4.5M
Holocene Advisors, LP 0.01% Reduce -33.0% 2,272 $4.5M
Curi Capital, LLC 0.09% Add +2.5% 2,269 $4.5M
Bradyco, Inc. 3.29% Add +22.1% 2,739 $4.5M
Sanctuary Advisors, LLC 0.03% Add +5.5% 2,183 $4.4M
Centaurus Financial, Inc. 0.25% Reduce -0.4% 2,182 $4.4M
East Coast Asset Management, LLC. 1.44% Add +0.3% 2,170 $4.3M
Systematic Financial Management LP 0.11% Reduce -0.5% 2,139 $4.3M
&partners 0.03% Add +90.5% 2,120 $4.2M
Oddo BHF Asset Management Sas 0.16% Reduce -2.7% 2,105 $4.2M
Ashton Thomas Securities, LLC 1.02% Add +1.1% 2,103 $4.2M
Beacon Pointe Advisors, LLC 0.04% Reduce -0.5% 2,100 $4.2M
Utah Retirement Systems 0.04% Reduce -1.0% 2,077 $4.1M
Henshaw Capital LLC 0.16% No change 2,062 $4.1M
KBC Group NV 0.01% Add +2.4% 2,030 $4.1M
Southeast Asset Advisors, LLC 0.48% Add +44.7% 2,030 $4.1M
USS Investment Management Ltd 0.03% Add +4.1% 2,009 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -18.7% 2,001 $4.0M
Canal Insurance CO 0.89% No change 2,000 $4.0M
State of Alaska, Department of Revenue 0.04% No change 2,000 $4.0M
Womack Financial LLC 3.30% Add +0.3% 1,985 $4.0M
Ridgewood Investments LLC 1.70% No change 1,964 $3.9M
Forsta Ap-Fonden 0.03% Add +1.0% 1,960 $3.9M
Cannell & Spears LLC 0.08% Add +0.6% 1,960 $3.9M
Fiduciary Group, LLC 0.36% Reduce -0.6% 1,913 $3.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +2.1% 1,899 $3.8M
Mackenzie Financial Corp. 0.00% Reduce -87.5% 1,892 $3.8M
English Capital Management LLC 2.50% No change 1,891 $3.8M
Marshall Wace, LLP 0.00% Reduce -76.3% 1,844 $3.7M
Verition Fund Management LLC 0.02% Add +117.8% 1,838 $3.7M
Salem Investment Counselors Inc. 0.12% Add +1.5% 1,816 $3.6M
Leuthold Group, LLC 0.43% Reduce -2.4% 1,810 $3.6M
Squarepoint Ops LLC 0.01% Reduce -33.9% 1,799 $3.6M
Harbor Investment Advisory, LLC 0.32% Add +5.2% 1,797 $3.6M
First National Advisers, LLC 0.52% Add +8.9% 1,789 $3.6M
DekaBank Deutsche Girozentrale 0.01% Add +0.3% 1,741 $3.5M
Tredje AP-fonden 0.03% Add +67.5% 1,742 $3.5M
Cetera Investment Advisers 0.01% Add +3.5% 1,721 $3.4M
D.A. Davidson & Co. 0.02% Reduce -2.2% 1,709 $3.4M
TD Private Client Wealth LLC 0.08% Add +3.4% 1,695 $3.4M
Manufacturers Life Insurance Company, The 0.00% Add +7.1% 1,695 $3.4M
HB Wealth Management, LLC 0.03% Reduce -4.4% 1,683 $3.4M
Freedom Day Solutions, LLC 1.00% Reduce -0.7% 1,678 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.1% 1,654 $3.3M
Davidson Kahn Capital Management, LLC 2.12% Reduce -0.8% 1,652 $3.3M
STRS Ohio 0.01% Add +3.1% 1,647 $3.3M
Glenview Trust Co 0.06% Reduce -0.9% 1,640 $3.3M
Rathbones Group PLC 0.01% Reduce -8.2% 1,624 $3.2M
Mediolanum International Funds Ltd 0.04% Reduce -67.0% 1,622 $3.2M
Atria Investments, Inc 0.04% Add +2.9% 1,611 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +2.0% 1,610 $3.2M
Catalyst Funds Management Pty Ltd 0.88% New 1,588 $3.2M
Pavion Blue Capital, LLC 1.41% Add +0.2% 1,584 $3.2M
Xponance LLC 0.03% Add +0.6% 1,582 $3.2M
Virginia Wealth Management Group, Inc. 1.92% No change 1,579 $3.2M
Weil Company, Inc. 0.83% Reduce -7.1% 1,578 $3.2M
Sequoia Financial Advisors, LLC 0.02% Add +0.9% 1,527 $3.0M
Quantinno Capital Management LP 0.01% Add +42.2% 1,513 $3.0M
Values Added Financial LLC 1.46% Add +0.1% 1,512 $3.0M
Beese Fulmer Investment Management, Inc. 0.22% No change 1,507 $3.0M
Gotham Asset Management 0.02% Reduce -5.3% 1,496 $3.0M
Modern Wealth Management, LLC 0.07% Add +1.4% 1,494 $3.0M
Fiduciary Alliance LLC 0.22% Reduce -18.3% 1,473 $2.9M
Kathleen S. Wright Associates Inc. 1.14% No change 1,464 $2.9M
Kennondale Capital Management LLC 2.99% No change 1,465 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.3% 1,445 $2.9M
Silvercrest Asset Management Group LLC 0.02% Add +1.8% 1,438 $2.9M
Texas Yale Capital Corp. 0.09% Add +1.4% 1,432 $2.9M
Comerica Bank 0.01% Reduce -5.6% 1,430 $2.9M
Mercer Global Advisors Inc. 0.01% Add +7.7% 1,366 $2.7M
Sowell Financial Services LLC 0.11% Reduce -9.2% 1,345 $2.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.24% No change 1,344 $2.7M
Gold Investment Management Ltd. 1.00% Add +3.1% 1,330 $2.7M
Choreo, LLC 0.04% Reduce -6.3% 1,306 $2.6M
1832 Asset Management L.P. 0.00% New 1,288 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.6% 1,257 $2.5M
Benjamin Edwards Inc. 0.03% Add +19.4% 1,209 $2.4M
Robeco Institutional Asset Management B.V. 0.00% Add +21.5% 1,209 $2.4M
Solitude Financial Services 0.87% Add +6.1% 1,200 $2.4M
Shelter Mutual Insurance Co 0.56% No change 1,200 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -3.9% 1,199 $2.4M
Kensington Investment Counsel, LLC 1.00% Reduce -0.8% 1,173 $2.3M
Scotia Capital Inc. 0.01% Add +8.6% 1,168 $2.3M
Empowered Funds, LLC 0.03% Add +179.8% 1,164 $2.3M
Intrepid Capital Management Inc. 1.21% Reduce -3.7% 1,155 $2.3M
Federated Hermes, Inc. 0.00% Reduce -24.1% 1,142 $2.3M
Investment Management Corp of Ontario 0.03% Reduce -4.3% 1,119 $2.2M
Salvus Wealth Management, LLC 1.30% Reduce -1.8% 1,114 $2.2M
Hilltop Holdings Inc. 0.14% Reduce -4.4% 1,086 $2.2M
Ethic Inc. 0.04% Add +11.8% 1,091 $2.2M
Swiss Life Asset Management Ltd 0.01% Reduce -72.6% 1,067 $2.1M
Oppenheimer & Co. Inc. 0.03% Add +4.7% 1,066 $2.1M
Baird Financial Group, Inc. 0.00% Add +4.0% 1,064 $2.1M
Lawson Kroeker Investment Management Inc. 0.39% Reduce -0.7% 1,053 $2.1M
Nordea Investment Management AB 0.00% Add +7.8% 1,038 $2.1M
Daiwa Securities Group Inc. 0.01% Reduce -1.0% 1,030 $2.1M
Prudential Financial Inc. 0.00% Add +39.5% 1,025 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +28.6% 1,021 $2.0M
Candriam S.C.A. 0.01% Add +5.9% 1,006 $2.0M
Schroder Investment Management Group 0.00% Reduce -6.7% 1,003 $2.0M
American Capital Advisory, LLC 0.99% Reduce -20.3% 987 $2.0M
Synovus Financial Corp. 0.02% No change 937 $1.9M
Wealthfront Advisers LLC 0.00% No change 932 $1.9M
Main Street Financial Solutions, LLC 0.13% Reduce -2.2% 925 $1.8M
Bessemer Group Inc. 0.00% Add +24.6% 917 $1.8M
M&T Bank Corp 0.01% Reduce -1.6% 893 $1.8M
Macquarie Group Ltd. 0.00% Add +1.9% 887 $1.8M
Front Street Capital Management, Inc. 0.34% Reduce -48.0% 876 $1.8M
Tributary Capital Management, LLC 0.15% Add +3.9% 875 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -0.8% 871 $1.7M
Wolverine Trading, LLC 0.04% Reduce -27.7% 873 $1.7M
Nisa Investment Advisors, LLC 0.01% Reduce -35.4% 866 $1.7M
AlphaQuest LLC 0.17% Add +318.4% 862 $1.7M
Ostrum Asset Management 0.08% Reduce -2.7% 855 $1.7M
Bank of Montreal 0.00% Reduce -0.7% 855 $1.7M
Summit Trail Advisors, LLC 0.03% New 839 $1.7M
ExodusPoint Capital Management, LP 0.02% Reduce -88.8% 834 $1.7M
Erste Asset Management GmbH 0.01% Add +0.0% 830 $1.6M
Kentucky Retirement Systems 0.05% Reduce -6.1% 812 $1.6M
Intech Investment Management LLC 0.02% Reduce -5.2% 809 $1.6M
Sterling Capital Management LLC 0.02% Reduce -49.8% 798 $1.6M
Ancora Advisors LLC 0.03% Add +11.3% 786 $1.6M
RKL Wealth Management LLC 0.14% No change 778 $1.6M
Virtus Investment Advisers, LLC 0.52% Reduce -1.5% 768 $1.5M
Compass Ion Advisors, LLC 0.17% No change 765 $1.5M
Commerce Bank 0.01% Reduce -24.8% 760 $1.5M
Strategent Financial, LLC 1.18% Add +2.7% 757 $1.5M
Amalgamated Bank 0.01% Add +4.2% 749 $1.5M
Principle Wealth Partners LLC 0.09% No change 737 $1.5M
Trust Co. of Vermont 0.07% Add +18.9% 731 $1.5M
Metis Global Partners, LLC 0.04% Add +16.6% 730 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.50% Add +5.4% 720 $1.4M
Diversify Wealth Management, LLC 0.09% Add +14.8% 745 $1.4M
Fi3 FINANCIAL ADVISORS, LLC 0.52% Add +1.6% 717 $1.4M
Praxis Investment Management Inc. 0.09% Reduce -27.6% 710 $1.4M
Sepio Capital, LP 0.10% Reduce -37.3% 705 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.8% 704 $1.4M
RFG Advisory, LLC 0.03% No change 694 $1.4M
Keybank National Association 0.01% Reduce -1.1% 692 $1.4M
Fruth Investment Management 0.37% No change 684 $1.4M
Resonant Capital Advisors, LLC 0.09% Add +4.3% 682 $1.4M
Horst & Graben Wealth Management LLC 0.22% Add +0.1% 677 $1.4M
Pensionfund Sabic 0.38% Reduce -6.9% 670 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -0.3% 669 $1.3M
Waverly Advisors, LLC 0.01% Add +0.6% 660 $1.3M
Lakewood Asset Management LLC 0.87% Add +0.5% 654 $1.3M
Baxter Bros Inc. 0.16% Add +0.9% 637 $1.3M
Gabelli Funds LLC 0.01% Reduce -12.2% 636 $1.3M
Gulf International Bank (UK) Ltd 0.04% Reduce -16.1% 621 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +36.5% 617 $1.2M
Parisi Gray Wealth Management 0.35% Reduce -1.4% 614 $1.2M
Tidal Investments LLC 0.01% Add +10.5% 612 $1.2M
Private Advisor Group, LLC 0.01% Add +9.5% 610 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.3% 610 $1.2M
London Co. of Virginia 0.01% No change 607 $1.2M
Tableaux LLC 0.69% Add +86.5% 606 $1.2M
Shelter Ins Retirement Plan 1.40% No change 600 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% Add +7.6% 595 $1.2M
Maryland State Retirement & Pension System 0.03% No change 592 $1.2M
Shell Asset Management Co. 0.04% Add +87.3% 592 $1.2M
MAI Capital Management 0.01% Add +4.1% 589 $1.2M
Mgo One Seven LLC 0.04% Add +2.3% 573 $1.1M
WealthPlan Investment Management, LLC 0.08% Reduce -3.4% 565 $1.1M
Compound Planning, Inc. 0.04% Add +31.4% 565 $1.1M
Tactive Advisors, LLC 0.36% — 564 $1.1M
CIBC Asset Management Inc 0.00% Add +0.7% 564 $1.1M
E. Ohman J:or Asset Management AB 0.03% Add +180.0% 560 $1.1M
Atlanta Consulting Group Advisors, LLC 0.31% No change 558 $1.1M
Carmel Capital Partners, LLC 0.39% Add +2.8% 551 $1.1M
Vident Advisory, LLC 0.01% Add +20.3% 545 $1.1M
Manitou Investment Management Ltd. 0.21% Add +38.5% 540 $1.1M
MML Investors Services, LLC 0.00% Add +0.6% 530 $1.1M
Cibc World Markets Corp. 0.01% Reduce -9.6% 529 $1.1M
Smithfield Trust Co 0.05% Reduce -0.9% 527 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.11% — 519 $1.0M
OneAscent Financial Services LLC 0.07% New 519 $1.0M
Summit Global Investments 0.06% Reduce -0.8% 517 $1.0M
PenderFund Capital Management Ltd. 0.57% Add +1.2% 515 $1.0M
Savant Capital, LLC 0.01% Add +12.6% 511 $1.0M
Royal Fund Management, LLC 0.11% No change 510 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +0.2% 505 $1.0M
Venturi Wealth Management, LLC 0.05% Add +24.8% 503 $1.0M
J.W. Cole Advisors, Inc. 0.02% Reduce -14.8% 503 $1.0M
Kestra Advisory Services, LLC 0.00% Add +14.9% 501 $1.0M
Neuberger Berman Group LLC 0.00% Add +0.2% 501 $1.0M
Sage Capital Advisors,llc 0.25% No change 500 $999K
Chevy Chase Trust Holdings, LLC 0.00% No change 500 $999K
Two Sigma Securities, LLC 0.12% Add +178.8% 499 $997K
Cwm, LLC 0.00% Add +26.4% 488 $975K
Boyar Asset Management Inc. 0.63% Add +36.6% 481 $961K
Jump Financial, LLC 0.01% Add +119.7% 479 $957K
Principal Securities, Inc. 0.02% Reduce -25.2% 476 $951K
AXA S.A. 0.00% Add +15.3% 474 $947K
Bank of Nova Scotia 0.00% Reduce -14.6% 474 $947K
CenterBook Partners LP 0.05% Reduce -89.2% 473 $945K
OMERS ADMINISTRATION Corp 0.01% No change 471 $941K
Hills Bank & Trust Co 0.06% Reduce -5.3% 462 $923K
Mission Wealth Management, LP 0.02% No change 461 $920K
Concurrent Investment Advisors, LLC 0.02% Add +17.0% 461 $920K
Allianz Asset Management GmbH 0.00% Reduce -63.4% 450 $899K
Financial Security Advisor, Inc. 0.21% No change 448 $895K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +2.3% 441 $881K
Townsquare Capital LLC 0.09% Reduce -53.5% 440 $879K
Brave Asset Management Inc. 0.24% No change 439 $877K
Perigon Wealth Management, LLC 0.02% Reduce -3.9% 419 $837K
Jones Financial Companies LLLP 0.00% Add +38.9% 421 $836K
Gilbert & Cook, Inc. 0.11% Reduce -0.7% 416 $831K
Hunter Associates Investment Management LLC 0.12% Reduce -19.4% 415 $830K
Anson Funds Management LP 0.15% No change 414 $827K
Intrinsic Value Partners, LLC 0.72% Reduce -1.0% 406 $811K
Quadcap Wealth Management, LLC 0.10% Add +2.0% 406 $811K
Avantax Advisory Services, Inc. 0.00% Add +35.1% 404 $807K
Avalon Trust Co 0.06% No change 400 $799K
Calamos Wealth Management LLC 0.03% No change 400 $799K
Callan Family Office, LLC 0.03% New 398 $795K
Linden Thomas Advisory Services, LLC 0.09% Reduce -1.2% 397 $793K
LGT Fund Management Co Ltd. 0.07% New 397 $793K
Resurgent Financial Advisors LLC 0.43% Add +7.6% 395 $789K
Crestmont Private Wealth LLC 0.28% Add +10.5% 388 $775K
King Luther Capital Management Corp. 0.00% Reduce -61.6% 384 $767K
Hengehold Capital Management LLC 0.07% Add +26.4% 383 $765K
Procyon Advisors, LLC 0.07% Reduce -73.4% 381 $761K
Harvest Investment Services, LLC 0.17% Reduce -2.9% 371 $742K
Aptus Capital Advisors, LLC 0.01% No change 369 $737K
Draper Asset Management, LLC 0.49% New 371 $737K
Rexford Capital Inc. 0.60% — 361 $721K
Cross Staff Investments Inc 0.53% No change 360 $719K
QRG Capital Management, Inc. 0.01% Add +17.8% 358 $715K
Intellectus Partners, LLC 0.15% Reduce -1.9% 353 $705K
TD Waterhouse Canada Inc. 0.01% Add +1.8% 347 $692K
Founders Capital Management, LLC 0.12% Reduce -4.4% 346 $691K
Apollon Wealth Management, LLC 0.01% Reduce -0.3% 346 $691K
CW Advisors, LLC 0.01% Reduce -32.0% 346 $691K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.3% 345 $689K
B. Metzler seel. Sohn & Co. AG 0.01% No change 343 $685K
Citizens Financial Group Inc. 0.01% Add +6.6% 340 $679K
Cary Street Partners Financial LLC 0.02% Reduce -2.0% 339 $677K
Prudential PLC 0.00% Add +113.2% 339 $677K
HighPoint Advisor Group LLC 0.04% Add +6.3% 338 $675K
Ritholtz Wealth Management 0.01% Add +0.3% 338 $675K
Blue Edge Capital, LLC 0.10% No change 333 $665K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.5% 331 $661K
Victrix Investment Advisors 0.29% No change 327 $653K
Winthrop Advisory Group LLC 0.06% No change 327 $653K
MetLife Investment Management, LLC 0.00% Reduce -9.5% 324 $647K
Siemens Fonds Invest GmbH 0.04% Add +8.9% 319 $637K
Beacon Investment Advisors LLC 0.27% No change 320 $635K
Roehl & Yi Investment Advisors, LLC 0.33% No change 318 $635K
Verdence Capital Advisors LLC 0.04% Reduce -33.8% 318 $635K
Taylor Hoffman Capital Management LLC 0.22% Reduce -3.9% 317 $633K
Inlet Private Wealth, LLC 0.15% Add +0.3% 307 $613K
Hudson Bay Capital Management LP 0.00% New 305 $609K
Marks Group Wealth Management, Inc 0.06% Reduce -0.3% 301 $601K
Simon Quick Advisors, LLC 0.03% Add +41.7% 299 $597K
Prime Capital Investment Advisors, LLC 0.01% Reduce -29.9% 296 $591K
NewEdge Advisors, LLC 0.00% Reduce -2.3% 293 $585K
Canandaigua National Trust Co of Florida 0.42% Add +157.0% 293 $585K
Guardian Wealth Advisors, LLC / NC 0.04% No change 288 $575K
FineMark National Bank & Trust 0.02% No change 287 $573K
Thompson Davis & Co., Inc. 0.39% Add +42.3% 286 $571K
Madison Asset Management, LLC 0.01% No change 285 $570K
AdvisorNet Financial, Inc 0.04% Reduce -19.3% 285 $569K
Trust Point Inc. 0.05% Reduce -26.3% 283 $565K
S-Bank Fund Management Ltd 0.08% Reduce -6.9% 282 $563K
Oppenheimer Asset Management Inc. 0.01% Reduce -0.7% 281 $561K
Harbour Investments, Inc. 0.01% No change 278 $555K
Vestcor Inc 0.02% Add +18.3% 278 $555K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 275 $549K
Magnolia Private Wealth, LLC 0.42% New 274 $547K
Tiaa Trust, National Association 0.00% Reduce -1.1% 274 $547K
Leavell Investment Management, Inc. 0.02% Add +1.5% 272 $543K
Yousif Capital Management, LLC 0.01% Reduce -3.9% 272 $543K
Tran Capital Management, L.P. 0.06% New 271 $541K
Cadent Capital Advisors, LLC 0.18% No change 269 $537K
AlTi Global, Inc. 0.01% No change 266 $531K
WCM Investment Management, LLC 0.00% Add +12.3% 264 $524K
Elgethun Capital Management 0.11% Reduce -11.8% 262 $523K
Tritonpoint Wealth, LLC 0.05% Reduce -0.8% 262 $523K
Allen Investment Management, LLC 0.01% No change 262 $523K
Sebold Capital Management, Inc. 0.32% Reduce -3.0% 261 $521K
Board of the Pension Protection Fund 0.56% New 260 $519K
Balefire, LLC 0.11% New 260 $519K
MainStreet Investment Advisors LLC 0.07% Reduce -27.9% 259 $517K
Ossiam 0.01% No change 259 $517K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.8% 257 $513K
Dakota Wealth Management 0.01% Reduce -0.4% 256 $511K
Baker Tilly Wealth Management, LLC 0.18% Reduce -4.1% 256 $511K
Flagstone Financial Management 0.15% No change 254 $507K
Jefferies Financial Group Inc. 0.01% New 253 $505K
Allen Capital Group, LLC 0.05% Add +31.3% 252 $503K
Trustmark Bank Trust Department 0.03% No change 250 $499K
CIBC Private Wealth Group LLC 0.00% Reduce -9.1% 250 $499K
Carnegie Lake Advisors LLC 0.20% No change 250 $499K
Norman Fields, Gottscho Capital Management, LLC 0.17% No change 250 $499K
Qtron Investments LLC 0.06% Add +32.5% 249 $497K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -19.2% 248 $495K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Add +11.3% 247 $493K
Mills Wealth Advisors LLC 0.23% Add +0.4% 246 $491K
Bay Rivers Group 0.22% Reduce -3.9% 245 $489K
Hara Capital LLC 0.30% No change 241 $481K
Tyler-Stone Wealth Management 0.08% New 240 $479K
Dover Advisors, LLC 0.21% Reduce -2.5% 239 $477K
One Wealth Advisors, LLC 0.07% No change 238 $475K
Burns Matteson Capital Management, LLC 0.22% Reduce -3.7% 232 $463K
Acima Private Wealth, LLC 0.16% Reduce -7.9% 232 $463K
Arrowstreet Capital, Limited Partnership 0.00% New 232 $463K
Carolina Wealth Advisors, LLC 0.23% No change 230 $459K
Legacy Capital Wealth Partners, LLC 0.10% Add +1.8% 230 $459K
Capital Advisors Inc. 0.01% New 229 $458K
SG Americas Securities, LLC 0.00% Reduce -94.1% 229 $457K
Ballast, Inc. 0.12% Reduce -5.0% 228 $455K
EP Wealth Advisors, LLC 0.00% Add +21.3% 228 $455K
Vise Technologies, Inc. 0.02% — 224 $447K
Anchor Investment Management, LLC 0.04% Add +28.3% 222 $443K
IHT Wealth Management, LLC 0.01% No change 222 $443K
UniSuper Management Pty Ltd 0.00% Reduce -12.0% 220 $439K
Lido Advisors, LLC 0.00% Add +5.3% 219 $439K
Evelyn Partners Investment Management (Europe) Ltd 0.16% No change 218 $435K
Forum Financial Management, LP 0.01% No change 216 $431K
Cresset Asset Management, LLC 0.00% Reduce -5.7% 216 $431K
Gilliland Jeter Wealth Management LLC 0.14% Reduce -1.9% 212 $423K
Stephens Inc. 0.01% Reduce -0.5% 212 $423K
Salomon & Ludwin, LLC 0.04% Add +13.2% 215 $422K
Cascades Capital Asset Management, LLC 0.22% No change 211 $421K
Merit Financial Group, LLC 0.00% Add +28.2% 209 $417K
Choate Investment Advisors 0.01% Add +7.3% 207 $413K
Motley Fool Asset Management LLC 0.02% Reduce -2.8% 206 $411K
Evercore Wealth Management, LLC 0.01% No change 203 $405K
Elm Partners Management LLC 0.02% New 202 $403K
Jain Global LLC 0.01% Reduce -32.5% 201 $401K
Hunting Hill Global Capital, LLC 0.22% Add +16.3% 200 $399K
Saybrook Capital 0.11% No change 200 $399K
Oak Grove Capital LLC 0.09% Reduce -33.3% 200 $399K
MCF Advisors LLC 0.03% No change 200 $399K
Parsons Capital Management Inc. 0.02% No change 200 $399K
Studio Investment Management LLC 0.08% Reduce -3.4% 199 $397K
Manchester Financial Inc. 0.08% Reduce -2.9% 198 $395K
New York Life Investment Management LLC 0.00% Reduce -3.4% 197 $393K
Canal Capital Management, LLC 0.06% Add +28.3% 195 $389K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 195 $389K
Heartwood Wealth Advisors LLC 0.04% No change 194 $387K
NBT Bank, N.A. 0.03% Reduce -31.7% 194 $387K
Greenleaf Trust 0.00% Reduce -6.7% 194 $387K
Founders Grove Wealth Partners, LLC 0.10% No change 193 $385K
Brighton Jones LLC 0.01% Add +60.8% 193 $385K
Argonautica Private Wealth Management, Inc. 0.12% Reduce -12.8% 190 $379K
Jackson Hole Capital Partners, LLC 0.07% No change 190 $379K
Howland Capital Management LLC 0.02% No change 189 $378K
Investidor Profissional Gestao de Recursos Ltda. 0.25% New 189 $378K
Haverford Trust Co 0.00% No change 189 $378K
Journey Strategic Wealth LLC 0.01% New 188 $376K
Wealthspire Advisors, LLC 0.00% Reduce -32.3% 187 $374K
Vontobel Holding Ltd. 0.00% Reduce -6.0% 187 $374K
RMR Capital Management, LLC 0.27% No change 186 $372K
OneDigital Investment Advisors LLC 0.00% Add +1.6% 186 $372K
Fisher Asset Management 0.00% New 185 $371K
Isthmus Partners, LLC 0.04% Reduce -4.7% 184 $368K
Glenmede Investment Management, LP 0.00% — 183 $366K
Raiffeisen Bank International AG 0.01% Reduce -8.0% 185 $364K
Traphagen Investment Advisors LLC 0.03% No change 182 $364K
Virtue Capital Management, LLC 0.07% Reduce -1.6% 181 $362K
Graypoint LLC 0.02% Add +38.5% 180 $360K
Evergreen Capital Management LLC 0.01% Reduce -12.8% 178 $356K
Fidelis Capital Partners, LLC 0.03% Add +3.5% 180 $352K
Capital Asset Advisory Services LLC 0.02% Reduce -3.3% 176 $351K
Hamilton Capital, LLC 0.02% No change 175 $350K
Sentry Investment Management LLC 0.19% No change 174 $348K
Equitable Holdings, Inc. 0.00% No change 174 $348K
Level Four Advisory Services, LLC 0.01% Reduce -3.4% 171 $342K
Tocqueville Asset Management L.P. 0.01% No change 170 $340K
waypoint wealth counsel 0.17% Add +0.6% 169 $338K
Fifth Third Bancorp 0.00% Reduce -1.8% 168 $336K
American Trust 0.03% Add +34.7% 167 $334K
Allworth Financial LP 0.00% Add +38.3% 166 $332K
NorthCoast Asset Management LLC 0.00% Reduce -13.1% 166 $332K
NewEdge Wealth, LLC 0.01% New 171 $325K
JGP Wealth Management, LLC 0.04% No change 161 $321K
Smartleaf Asset Management LLC 0.03% No change 160 $318K
Independent Advisor Alliance 0.01% Add +3.3% 158 $316K
Equitable Trust Co. 0.02% No change 157 $314K
Numerai GP LLC 0.04% Reduce -54.6% 156 $312K
Wellington Shields & Co., LLC 0.09% Add +3.3% 155 $310K
Old National Bancorp 0.01% New 155 $310K
Farther Finance Advisors, LLC 0.01% Add +17.6% 154 $308K
MBL Wealth, LLC 0.03% Add +8.5% 153 $306K
Signaturefd, LLC 0.01% Add +2.7% 150 $300K
Dimension Capital Management LLC 0.05% No change 150 $300K
Edgemoor Investment Advisors, Inc. 0.03% No change 150 $300K
Cambria Investment Management, L.P. 0.02% Add +1.4% 150 $300K
Wealth Alliance, LLC 0.03% New 149 $298K
Coldstream Capital Management Inc. 0.00% Reduce -3.3% 149 $298K
Genesis Private Wealth, LLC 0.14% Reduce -3.3% 149 $298K
Focus Partners Advisor Solutions, LLC 0.00% New 148 $296K
ICONIQ Capital, LLC 0.00% Add +2.8% 146 $292K
Sunbelt Securities, Inc. 0.03% No change 168 $290K
Conestoga Capital Advisors, LLC 0.00% No change 145 $290K
Lodestone Wealth Management LLC 0.14% Reduce -4.6% 144 $288K
Nicholas Hoffman & Company, LLC. 0.01% No change 144 $288K
Thoroughbred Financial Services, LLC 0.02% No change 144 $287K
Accretive Wealth Partners, LLC 0.09% No change 143 $286K
Wills Financial Group LLC 0.12% No change 142 $284K
Inspire Investing, LLC 0.03% Reduce -15.5% 142 $284K
Ashton Thomas Private Wealth, LLC 0.01% Add +17.4% 142 $284K
Arlington Trust Co LLC 0.06% No change 141 $282K
Denali Advisors LLC 0.03% New 141 $282K
Northwest Quadrant Wealth Management, LLC 0.06% No change 140 $280K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.3% 139 $278K
Silverlake Wealth Management LLC 0.08% No change 138 $276K
Beacon Financial Group 0.03% No change 136 $272K
Crossmark Global Holdings, Inc. 0.00% Reduce -45.2% 136 $272K
Berkshire Asset Management LLC 0.01% No change 135 $270K
Flagship Harbor Advisors, LLC 0.01% Add +4.7% 135 $270K
Advisory Services Network, LLC 0.00% Reduce -4.3% 134 $269K
StoneX Group Inc. 0.01% Reduce -18.4% 133 $266K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -2.9% 132 $264K
Murphy & Mullick Capital Management Corp 0.21% No change 131 $263K
Bluespring Wealth Management, LLC 0.02% Add +0.8% 131 $262K
Cathy Pareto & Associates, Inc. 0.22% Add +8.3% 131 $262K
Tucker Asset Management LLC 0.08% No change 130 $260K
Regions Financial Corp. 0.00% Add +16.5% 127 $254K
Moloney Securities Asset Management, LLC 0.03% Reduce -11.9% 126 $252K
GM Advisory Group, LLC 0.01% No change 126 $252K
Astoria Portfolio Advisors LLC. 0.07% No change 125 $250K
Farmers & Merchants Investments Inc. 0.01% No change 125 $250K
Plan A Wealth LLC 0.14% No change 124 $248K
Versor Investments LP 0.04% New 124 $248K
NDVR, Inc. 0.23% Reduce -0.8% 123 $246K
Blue Trust, Inc. 0.00% Reduce -1.6% 123 $246K
Checchi Capital Advisers, LLC 0.02% Reduce -4.7% 122 $243K
Cigna Investments Inc. 0.04% Reduce -6.2% 121 $242K
West Family Investments, Inc. 0.06% Add +9.0% 121 $242K
IFG Advisory, LLC 0.01% Reduce -4.7% 121 $242K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +11.0% 121 $241K
DRW Securities, LLC 0.02% New 120 $240K
CTC Alternative Strategies, Ltd. 0.21% New 120 $240K
First Financial Bank - Trust Division 0.02% No change 120 $240K
Carnegie Investment Counsel 0.00% No change 120 $240K
Huntington National Bank 0.00% Add +0.8% 119 $238K
Vest Financial, LLC 0.00% No change 118 $236K
Roberts Glore & Co. Inc. 0.07% No change 118 $236K
Dynamic Advisor Solutions LLC 0.01% Add +0.9% 117 $234K
Envestnet Portfolio Solutions, Inc. 0.00% New 117 $234K
Vestor Capital, LLC 0.02% Add +2066.7% 585 $232K
Park Avenue Securities LLC 0.00% Reduce -11.4% 116 $232K
Guyasuta Investment Advisors Inc. 0.01% No change 115 $230K
Fifth Third Wealth Advisors LLC 0.01% No change 114 $228K
Empower Advisory Group, LLC 0.00% Reduce -5.8% 114 $228K
Zhang Financial LLC 0.01% New 113 $226K
Brown Brothers Harriman & Co. 0.00% Add +8.7% 113 $226K
Lazard Asset Management LLC 0.00% Reduce -23.1% 113 $224K
Wedmont Private Capital 0.01% New 112 $224K
Ironwood Investment Counsel, LLC 0.03% Reduce -2.6% 112 $224K
Opal Wealth Advisors, LLC 0.06% Reduce -52.8% 111 $222K
Geneos Wealth Management Inc. 0.01% Add +37.0% 111 $222K
Pettyjohn, Wood & White, Inc. 0.04% New 110 $220K
Grandfield & Dodd, LLC 0.01% New 110 $220K
PFG Investments, LLC 0.01% No change 110 $220K
Financial Advocates Investment Management 0.02% Reduce -0.9% 110 $220K
Quadrant Capital Group LLC 0.01% Reduce -27.8% 109 $218K
Cypress Capital Group 0.03% Add +0.9% 109 $218K
Apriem Advisors 0.02% No change 109 $218K
Waterloo Capital, L.P. 0.02% New 109 $218K
Chicago Partners Investment Group LLC 0.01% New 107 $217K
Colonial Trust Co / SC 0.03% No change 108 $216K
Cyndeo Wealth Partners, LLC 0.01% Add +0.9% 108 $216K
Arkadios Wealth Advisors 0.01% New 108 $216K
Panagora Asset Management Inc. 0.00% Reduce -88.7% 108 $216K
Narwhal Capital Management 0.02% New 105 $210K
Ballentine Partners, LLC 0.00% New 105 $210K
Moneta Group Investment Advisors LLC 0.00% New 105 $210K
Stenger Family Office, LLC 0.05% — 146 $208K
Diversify Advisory Services, LLC 0.01% New 107 $206K
HBK Sorce Advisory LLC 0.01% Reduce -21.4% 103 $206K
Godshalk Welsh Capital Management, Inc. 0.13% New 103 $206K
TAGStone Capital, Inc. 0.08% No change 107 $204K
Hamilton Point Investment Advisors, LLC 0.03% New 102 $204K
Patriot Investment Management Group, Inc. 0.01% New 102 $204K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +86.5% 97 $194K
GeoWealth Management, LLC 0.01% New 92 $184K
BOK Financial Private Wealth, Inc. 0.01% No change 91 $182K
IFP Advisors, Inc 0.01% Reduce -33.8% 45 $182K
Colonial Trust Advisors 0.01% Reduce -4.5% 85 $170K
TCTC Holdings, LLC 0.01% No change 84 $168K
EverSource Wealth Advisors, LLC 0.01% Add +139.4% 79 $158K
Covestor Ltd 0.09% Reduce -51.3% 77 $154K
Sound Income Strategies, LLC 0.01% New 77 $154K
Evolution Advisers, Inc. 0.07% Add +1.3% 76 $152K
Tower Research Capital LLC (TRC) 0.00% Reduce -50.0% 76 $152K
GAMMA Investing LLC 0.01% Add +16.1% 72 $144K
JTC Employer Solutions Trustee Ltd 0.01% No change 70 $140K
Harvest Fund Management Co., Ltd 0.01% No change 70 $140K
Atticus Wealth Management, LLC 0.04% New 69 $138K
Elevation Point Wealth Partners, LLC 0.01% New 68 $136K
Penserra Capital Management LLC 0.00% Add +17.2% 68 $135K
Icon Wealth Advisors, LLC 0.01% No change 61 $122K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 60 $120K
Crewe Advisors LLC 0.02% No change 56 $112K
Rothschild Investment LLC 0.01% Add +1.8% 56 $112K
SouthState Bank Corp 0.00% Reduce -31.6% 54 $108K
Osterweis Capital Management Inc. 0.01% New 53 $106K
Capital Analysts, LLC 0.00% No change 52 $104K
Prestige Wealth Management Group LLC 0.02% No change 50 $100K
Assetmark, Inc. 0.00% Add +38.9% 50 $100K
Evermay Wealth Management LLC 0.01% No change 49 $98K
Larson Financial Group LLC 0.00% Add +13.9% 49 $98K
Arax Advisory Partners 0.00% No change 39 $88K
Whittier Trust Co. 0.00% No change 42 $84K
Versant Capital Management, Inc 0.01% Add +2.6% 40 $80K
Westpac Banking Corp. 0.01% No change 40 $80K
Manchester Capital Management LLC 0.01% No change 35 $70K
Ransom Advisory, Ltd 0.03% No change 34 $68K
Maryland Capital Advisors Inc. 0.03% No change 32 $64K
Barrett & Company, Inc. 0.02% Add +166.7% 32 $64K
Private Trust Co. NA 0.01% No change 32 $64K
Delta Asset Management LLC 0.00% No change 28 $56K
Walleye Capital LLC 0.00% Add +600.0% 28 $56K
State of Wyoming 0.01% Add +35.0% 27 $54K
Global Retirement Partners, LLC 0.00% — 27 $54K
Hantz Financial Services, Inc. 0.00% Reduce -7.1% 26 $52K
SBI Securities Co., Ltd. 0.00% No change 24 $48K
Toth Financial Advisory Corp. 0.01% No change 22 $44K
Cary Street Partners Investment Advisory LLC 0.02% Add +29.4% 22 $44K
Brooklyn Investment Group 0.01% Add +5.0% 21 $42K
Spire Wealth Management 0.00% Reduce -8.7% 21 $42K
Global Trust Asset Management, LLC 0.02% No change 20 $40K
St Germain D J Co. Inc. 0.00% No change 20 $40K
Private Wealth Management Group, LLC 0.01% No change 19 $38K
Ameritas Advisory Services, LLC 0.00% New 19 $38K
JFS Wealth Advisors, LLC 0.00% No change 18 $36K
Deseret Mutual Benefit Administrators 0.02% No change 18 $36K
Lavaca Capital LLC 0.01% No change 18 $36K
Leonteq Securities AG 0.00% New 18 $36K
Atlas Capital Advisors Inc. 0.00% No change 17 $34K
Hemington Wealth Management 0.00% Reduce -5.6% 17 $33K
SIMA Wealth Partners, LLC 0.03% No change 16 $32K
Chilton Capital Management LLC 0.00% New 16 $32K
Lanark Financial, Inc. 0.00% Add +433.3% 16 $31K
Sierra Ocean, LLC 0.02% No change 15 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 15 $30K
Pin Oak Investment Advisors Inc. 0.02% No change 16 $29K
Clearstead Trust, LLC 0.01% Add +180.0% 14 $28K
Sittner & Nelson, LLC 0.01% No change 13 $26K
Essential Partners LLC 0.01% — 13 $26K
Anfield Capital Management, LLC 0.01% No change 13 $26K
Parkside Financial Bank & Trust 0.00% No change 12 $24K
Citizens National Bank Trust Department 0.00% No change 12 $24K
CVA Family Office, LLC 0.00% Add +50.0% 12 $24K
City Holding Co. 0.00% No change 12 $24K
BNP Paribas 0.00% New 12 $24K
Adirondack Trust Co. 0.01% No change 12 $24K
Valley National Advisers Inc. 0.00% No change 12 $23K
Bruce G. Allen Investments, LLC 0.02% No change 11 $22K
Gables Capital Management Inc. 0.01% No change 11 $22K
True Wealth Design, LLC 0.01% No change 11 $22K
MTM Investment Management, LLC 0.01% New 11 $22K
Asset Dedication, LLC 0.00% No change 11 $22K
Capital Advisors, Ltd. LLC 0.00% No change 10 $20K
2UniFi Bank 0.01% No change 9 $18K
Pinnacle Bancorp, Inc. 0.01% No change 9 $18K
Rosenberg Matthew Hamilton 0.00% No change 9 $18K
Bogart Wealth, LLC 0.00% No change 9 $18K
Putney Financial Group LLC 0.02% No change 8 $16K
Cedar Mountain Advisors, LLC 0.00% No change 8 $16K
Garde Capital, Inc. 0.00% No change 8 $16K
Johnson Financial Group, Inc. 0.00% No change 8 $16K
Frazier Financial Advisors, LLC 0.01% No change 7 $14K
Binnacle Investments Inc 0.01% No change 7 $14K
Legacy Bridge, LLC 0.01% No change 7 $14K
Truvestments Capital LLC 0.00% No change 7 $14K
MV Capital Management, Inc. 0.00% Add +133.3% 7 $14K
Creative Financial Designs Inc. 0.00% No change 7 $14K
Wilmington Savings Fund Society, FSB 0.00% No change 7 $14K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -90.3% 6 $12K
Silicon Valley Capital Partners 0.00% No change 6 $12K
Pacifica Partners Inc. 0.00% No change 6 $12K
GW&K Investment Management, LLC 0.00% No change 5 $10K
Fortitude Family Office, LLC 0.00% Add +66.7% 5 $10K
SRH Advisors, LLC 0.00% No change 5 $10K
Evelyn Partners Asset Management Ltd 0.00% No change 5 $10K
Cranbrook Wealth Management, LLC 0.00% No change 5 $10K
CoreCap Advisors, LLC 0.00% Reduce -61.5% 5 $10K
Aviso Financial Inc. 0.00% No change 5 $10K
Bell Investment Advisors, Inc 0.00% No change 4 $8K
LGT Financial Advisors LLC 0.02% No change 4 $8K
Rogco, LP 0.00% Reduce -20.0% 4 $8K
Evelyn Partners Investment Management Services Ltd 0.00% No change 4 $8K
Private Wealth Asset Management, LLC 0.00% No change 4 $8K
UMB Bank, n.a. 0.00% Add +33.3% 4 $8K
Innovative Advisory Group, LLC 0.01% No change 3 $6K
Accent Capital Management, LLC 0.00% No change 3 $6K
TD Capital Management LLC 0.00% No change 3 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 3 $5K
Fairscale Capital, LLC 0.00% No change 2 $4K
IMG Wealth Management, Inc. 0.00% New 2 $4K
Cromwell Holdings LLC 0.00% New 2 $4K
Red Tortoise LLC 0.00% No change 2 $4K
Sachetta, LLC 0.00% Add +100.0% 2 $4K
Archer Investment Corp 0.00% No change 2 $4K
Tortoise Investment Management, LLC 0.00% Add +100.0% 2 $4K
Zions Bancorporation, National Association 0.00% No change 2 $4K
Bellevue Asset Management, LLC 0.00% No change 2 $4K
Stephens Consulting, LLC 0.00% New 1 $2K
SJS Investment Consulting Inc. 0.00% Reduce -91.7% 1 $2K
HHM Wealth Advisors, LLC 0.00% No change 1 $2K
HFM Investment Advisors, LLC 0.00% No change 1 $2K
Bay Harbor Wealth Management, LLC 0.00% New 1 $2K
Iron Horse Wealth Management, LLC 0.00% No change 1 $2K
Raffa Wealth Management, LLC 0.00% No change 1 $2K
First Horizon Advisors, Inc. 0.00% No change 1 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
First Command Advisory Services, Inc. 0.00% Reduce -90.0% 1 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 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.