Markel GroupMKL

13F holders, Q3 2025 (September 30)
855holders +1
66new positions
59sold out
8famous investors
$1907.38avg. 13F price*

At the end of Q3 2025, 855 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 1 from Q2 2025. 66 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.4B) and Principal Financial Group Inc. ($1.0B). 8 famous investors held it, including Francois Rochon (2.8% of Giverny Capital's portfolio), Tom Russo (0.2% of Gardner Russo & Quinn's portfolio) and 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions66$86.1M
Exits59$68.2M

All 13F filers, Q2 2025 → Q3 2025: 343,304 shares bought and 357,617 shares sold, net −14,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 855 holders

Vanguard Group Inc. 0.03% Add +0.4% 1,172,997 $2.2B
BlackRock, Inc. 0.02% Add +1.1% 720,015 $1.4B
Principal Financial Group Inc. 0.53% Add +1.8% 547,188 $1.0B
Morgan Stanley 0.05% Reduce -5.0% 448,427 $857.1M
Select Equity Group, L.P. 3.13% Add +13.8% 382,732 $731.5M
Davis Selected Advisers 3.73% Add +0.7% 373,528 $713.9M
State Street Corp. 0.02% Add +2.1% 304,400 $581.8M
Boston Partners 0.53% Reduce -1.0% 269,262 $514.9M
Geode Capital Management, LLC 0.03% Add +5.5% 225,315 $429.4M
DAVENPORT & Co LLC 2.11% Add +0.2% 205,027 $391.4M
Baillie Gifford & Co. 0.28% Reduce -2.4% 196,886 $376.3M
Van Lanschot Kempen Investment Management N.V. 3.09% Add +10.7% 181,230 $346.4M
T. Rowe Price Investment Management, Inc. 0.18% Reduce -0.2% 155,474 $297.2M
Bank of America Corp. 0.02% Add +5.9% 153,099 $292.6M
JANA Partners Management, LP 13.64% Reduce -2.7% 147,411 $281.8M
Dimensional Fund Advisors LP 0.05% Add +4.9% 129,655 $247.8M
Wellington Management Group LLP 0.04% Reduce -6.9% 122,838 $234.8M
Northern Trust Corp. 0.02% Reduce -2.9% 95,399 $182.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -14.7% 88,616 $169.4M
Fenimore Asset Management Inc 3.39% Reduce 0.0% 88,388 $168.9M
Bank Julius Baer & Co. Ltd, Zurich 0.47% Add +1.6% 86,484 $165.3M
Madison Avenue Partners, LP 9.62% No change 84,310 $161.1M
Douglass Winthrop Advisors, LLC 2.80% Add +0.3% 84,238 $161.0M
Fort Washington Investment Advisors Inc. 0.83% Add +0.1% 80,005 $152.9M
Polar Capital Holdings Plc 0.73% Reduce -6.5% 78,500 $150.0M
Barr E S & Co. 8.11% Reduce -1.2% 78,265 $149.6M
Check Capital Management Inc. 9.39% Reduce -0.3% 77,545 $148.2M
Epoch Investment Partners, Inc. 0.81% Reduce -32.5% 77,076 $147.3M
Scharf Investments, LLC 3.62% Reduce -14.4% 75,346 $144.0M
Legal & General Group Plc 0.03% Add +0.4% 73,276 $140.1M
HighTower Advisors, LLC 0.15% Reduce -0.7% 68,593 $131.1M
Jennison Associates LLC 0.08% Reduce -15.3% 67,853 $129.7M
Charles Schwab Investment Management Inc. 0.02% Add +5.2% 65,278 $124.8M
TD Asset Management Inc 0.10% Reduce -10.7% 63,157 $120.7M
Raymond James Financial Inc. 0.04% Add +3.3% 61,538 $117.6M
UBS Group AG 0.02% Add +19.6% 59,326 $113.4M
Graham Holdings Co Master Retirement Trust 15.06% No change 58,008 $110.9M
Wells Fargo & Company 0.02% Add +2.4% 57,995 $110.9M
Graham Holdings Co 10.61% No change 55,430 $105.9M
Davis Asset Management, L.P. 3.40% No change 50,000 $95.6M
Royal Bank of Canada 0.02% Add +7.5% 49,356 $94.3M
Goldman Sachs Group Inc. 0.01% Add +48.3% 47,254 $90.3M
Avenir Corp. 9.31% Reduce -4.2% 46,742 $89.3M
Envestnet Asset Management Inc. 0.03% Reduce -2.1% 46,375 $88.6M
Giverny Capital 2.84% Add +0.3% 43,829 $83.8M
Bank of New York Mellon Corp 0.01% Reduce -2.9% 40,481 $77.4M
Steginsky Capital LLC 14.07% Add +1.3% 40,090 $76.6M
California Public Employees Retirement System 0.05% Reduce -16.1% 39,966 $76.4M
DF Dent & Co. Inc. 0.98% Reduce -6.6% 39,707 $75.9M
Thompson Siegel & Walmsley LLC 1.18% Reduce -3.8% 38,096 $72.8M
Swiss National Bank 0.04% Reduce -5.0% 36,570 $69.9M
Quilter Plc 1.19% Add +6.3% 36,388 $69.6M
Anchor Capital Advisors LLC 1.87% Reduce -4.9% 33,849 $64.7M
Cooke & Bieler LP 0.63% Reduce -3.3% 32,067 $61.3M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -16.8% 31,067 $59.4M
Deutsche Bank AG 0.02% Add +17.2% 30,799 $58.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.2% 30,527 $58.3M
Jane Street Group, LLC 0.07% Add +52.9% 29,818 $57.0M
Sather Financial Group Inc 2.88% Add +4.8% 27,754 $53.0M
Greenbrier Partners Capital Management, LLC 3.55% No change 27,420 $52.4M
Capco Asset Management, LLC 11.83% Reduce -1.8% 26,552 $50.7M
Marathon Asset Management Ltd 1.75% Reduce -23.8% 24,871 $47.5M
Beck Mack & Oliver LLC 0.81% Reduce -7.9% 23,350 $44.6M
FMR LLC 0.00% Reduce -44.3% 23,122 $44.2M
Amundi 0.01% Reduce -15.7% 22,430 $43.9M
American Century Companies Inc. 0.02% Reduce -15.1% 22,511 $43.0M
Greenlea Lane Capital Management, LLC 12.51% No change 22,455 $42.9M
Renaissance Technologies 0.06% Reduce -12.9% 21,781 $41.6M
Nuveen, LLC 0.01% Reduce -1.7% 21,356 $40.8M
Russell Investments Group, Ltd. 0.05% Add +2.1% 21,094 $40.3M
Broad Run Investment Management, LLC 6.43% Reduce -5.9% 20,547 $39.3M
Lafayette Investments, Inc. 7.38% Reduce -0.1% 20,175 $38.6M
Qube Research & Technologies Ltd 0.05% New 20,032 $38.3M
Cobblestone Capital Advisors LLC 1.84% Reduce -0.0% 19,997 $38.2M
National Pension Service 0.03% Add +1.1% 19,666 $37.6M
Barclays PLC 0.01% Add +1.6% 19,091 $36.5M
First Trust Advisors LP 0.03% Reduce -31.8% 18,842 $36.0M
Tidal Investments LLC 0.15% Add +2969.1% 18,783 $35.9M
Invesco Ltd. 0.01% Reduce -6.4% 18,766 $35.9M
Mraz, Amerine & Associates, Inc. 5.56% Reduce -1.1% 18,677 $35.7M
Susquehanna International Group, LLP 0.05% Add +108.2% 18,499 $35.4M
Pinnacle Associates Ltd. 0.47% Reduce -1.6% 18,407 $35.2M
Country Trust Bank 0.75% Reduce -12.6% 17,914 $34.2M
Lincoln Capital LLC 6.38% Reduce -0.4% 17,549 $34.1M
California State Teachers Retirement System 0.03% Reduce -8.7% 17,068 $32.6M
JPMorgan Chase & Co. 0.00% Add +7.7% 16,724 $32.0M
Millennium Management 0.03% Add +66.5% 16,612 $31.8M
Janus Henderson Group PLC 0.01% Reduce -27.5% 16,563 $31.7M
Rhumbline Advisers 0.02% Reduce -2.0% 15,611 $29.8M
AQR Capital Management 0.02% Reduce -10.9% 15,686 $29.8M
Citadel Investment Advisory, Inc. 13.62% Add +0.5% 15,519 $29.7M
HSBC Holdings PLC 0.02% Add +26.1% 13,554 $25.9M
Danske Bank A/S 0.06% Add +48.0% 13,295 $25.4M
Poehling Capital Management, INC. 5.29% Reduce -0.5% 13,175 $25.2M
State Board of Administration of Florida Retirement System 0.04% Add +24.0% 12,764 $24.4M
Stansberry Asset Management, LLC 2.50% Add +46.7% 12,342 $23.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.6% 11,752 $22.5M
PYA Waltman Capital, LLC 5.83% Add +2.8% 11,376 $21.7M
Banyan Capital Management, Inc. 9.86% Add +5.2% 11,357 $21.7M
Swedbank AB 0.02% Reduce -0.6% 10,904 $20.8M
Sprucegrove Investment Management Ltd. 1.67% Reduce -10.7% 10,888 $20.8M
Illinois Municipal Retirement Fund 0.26% Reduce -6.6% 10,445 $20.0M
APG Asset Management N.V. 0.06% Reduce -1.6% 12,238 $19.9M
Martingale Asset Management L P 0.49% Reduce -26.2% 10,202 $19.5M
Aviva PLC 0.04% Add +6.5% 10,096 $19.3M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 10,091 $19.3M
Caisse de depot et placement du Quebec 0.03% Reduce -2.3% 9,912 $18.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -1.1% 9,691 $18.4M
Franklin Resources Inc. 0.00% Reduce -3.8% 9,604 $18.4M
Marshall Wace, LLP 0.02% Add +419.6% 9,581 $18.3M
Smith Salley Wealth Management 0.91% Reduce -1.3% 9,225 $17.6M
Rockbridge Asset Management LLC 10.15% Reduce -5.8% 8,997 $17.2M
OP Asset Management Ltd 0.22% Add +157.3% 8,718 $16.7M
Brown Advisory Inc. 0.02% Add +2.2% 8,419 $16.1M
Tran Capital Management, L.P. 1.90% Add +2962.0% 8,298 $15.9M
Hutchinson Capital Management 2.72% Reduce -1.1% 8,215 $15.7M
LPL Financial LLC 0.00% Add +14.7% 8,208 $15.7M
Kirr Marbach & Co. LLC 2.82% Add +0.3% 8,168 $15.6M
Korea Investment CORP 0.03% Add +1.4% 8,079 $15.4M
Focus Partners Wealth 0.02% Reduce -22.9% 8,068 $15.4M
Heritage Wealth Advisors 0.67% Add +32.8% 8,052 $15.4M
First National Bank of Omaha 0.95% Reduce -2.7% 7,884 $15.1M
Captrust Financial Advisors 0.03% Reduce -1.6% 7,837 $15.0M
Seneca House Advisors 5.92% Add +8.4% 7,661 $14.6M
Gardner Russo & Quinn 0.16% Reduce -6.0% 7,653 $14.6M
Blair William & Co. 0.04% Reduce -27.1% 7,645 $14.6M
Evelyn Partners Investment Management LLP 0.40% Reduce -2.5% 7,387 $14.1M
Snyder Capital Management L P 0.26% Reduce -19.8% 7,235 $13.8M
Lathrop Investment Management Co. 2.53% Add +0.3% 7,189 $13.7M
State of Wisconsin Investment Board 0.03% Reduce -1.3% 7,172 $13.7M
Royal London Asset Management Ltd. 0.03% Reduce -1.9% 7,159 $13.7M
HRT Financial LP 0.05% Add +168.3% 7,004 $13.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +4.8% 6,861 $13.1M
Regency Capital Management Inc.\DE 6.20% Add +0.3% 6,825 $13.0M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -0.7% 6,759 $12.9M
Ameriprise Financial Inc. 0.00% Add +6.0% 6,729 $12.9M
New York State Common Retirement Fund 0.02% No change 6,555 $12.5M
Cheviot Value Management, LLC 1.32% Reduce -1.0% 6,755 $12.4M
Rakuten Investment Management, Inc. 0.04% — 24,453 $12.0M
Live Oak Private Wealth LLC 1.67% Add +0.6% 6,266 $12.0M
Creative Planning 0.01% Add +7.9% 6,239 $11.9M
Gotham Asset Management 0.05% Add +309.2% 6,121 $11.7M
Wedge Capital Management L L P 0.20% Reduce -10.8% 6,083 $11.6M
Citigroup Inc. 0.01% Reduce -24.6% 6,048 $11.6M
Motley Fool Wealth Management, LLC 0.77% Reduce -13.3% 5,940 $11.4M
Victory Capital Management Inc. 0.01% Add +0.5% 5,910 $11.3M
Solidarity Wealth, LLC 2.41% Add +3.5% 5,855 $11.2M
GAM Holding AG 0.69% Reduce -3.5% 5,823 $11.1M
Needham Investment Management LLC 0.77% Add +16.7% 5,775 $11.0M
Aberdeen Group plc 0.02% Reduce -6.1% 5,760 $10.9M
Frontier Capital Management Co. LLC 0.10% Reduce -2.9% 5,607 $10.7M
Brandywine Global Investment Management, LLC 0.07% Add +0.7% 5,606 $10.7M
Treasurer of the State of North Carolina 0.03% Reduce -3.7% 5,602 $10.7M
Canerector Inc. 5.46% No change 5,600 $10.7M
Sei Investments Co. 0.01% Reduce -6.6% 5,554 $10.6M
PNC Financial Services Group, Inc. 0.01% Reduce -0.9% 5,514 $10.5M
Alliancebernstein L.P. 0.00% Add +5.0% 5,506 $10.5M
Cibc World Market Inc. 0.02% Add +1.5% 5,503 $10.5M
First Manhattan Co. Llc. 0.03% Reduce -62.6% 5,401 $10.3M
BNP Paribas Financial Markets 0.01% Add +1.1% 5,285 $10.1M
Pictet Asset Management Holding SA 0.01% Reduce -4.9% 5,272 $10.1M
Berkeley, Inc 3.17% Add +0.6% 5,161 $9.9M
Storebrand Asset Management As 0.03% Add +2.5% 5,145 $9.8M
Teacher Retirement System of Texas 0.04% Reduce -52.3% 5,110 $9.8M
Asset Management One Co., Ltd. 0.03% Reduce -0.4% 5,089 $9.7M
Truist Financial Corp. 0.01% Reduce -8.7% 4,797 $9.2M
Chapman Investment Management, LLC 6.50% Reduce -0.1% 4,777 $9.1M
Mn Services Vermogensbeheer B.V. 0.06% No change 4,750 $9.1M
KLP Kapitalforvaltning As 0.03% No change 4,600 $8.8M
Redmond Asset Management, LLC 2.15% Reduce -5.2% 4,580 $8.8M
Stifel Financial Corp. 0.01% Add +1.2% 4,573 $8.7M
Commonwealth Equity Services, LLC 0.01% Add +9.3% 4,498 $8.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.0% 4,419 $8.4M
Cerity Partners LLC 0.01% Reduce -6.3% 4,411 $8.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.8% 4,272 $8.4M
Ensign Peak Advisors, Inc 0.01% Add +6.9% 4,352 $8.3M
Riverview Capital Advisers, LLC 2.40% New 4,338 $8.3M
Hennessy Advisors Inc. 0.28% Reduce -6.5% 4,300 $8.2M
Janney Montgomery Scott LLC 0.02% Reduce -4.3% 4,256 $8.1M
Seizert Capital Partners, LLC 0.34% Reduce -21.1% 4,133 $7.9M
Clear Harbor Asset Management, LLC 0.55% Add +0.3% 4,106 $7.8M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.1% 4,087 $7.8M
Public Employees Retirement System of Ohio 0.02% Add +4.1% 4,028 $7.7M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +0.3% 4,025 $7.7M
Marex Group Ltd 0.09% Add +47.9% 4,012 $7.7M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.5% 3,997 $7.6M
D. E. Shaw & Co. 0.01% Reduce -34.0% 3,973 $7.6M
Hi-Line Capital Management, LLC 2.38% Add +2.4% 3,946 $7.5M
Blue Zone Wealth Advisors, LLC 1.46% Add +3.5% 3,825 $7.3M
Arizona State Retirement System 0.04% Add +0.8% 3,753 $7.2M
Greenline Partners, LLC 0.85% Add +0.5% 3,655 $7.0M
Tsai Capital Corp 4.75% Add +47.7% 3,566 $6.8M
Evergreen Wealth Management, LLC 3.55% Add +4.5% 3,544 $6.8M
Buttonwood Financial Advisors Inc. 2.33% Add +14.0% 3,540 $6.8M
Gateway Investment Advisers LLC 0.07% No change 3,540 $6.8M
Vantage Investment Partners, LLC 0.46% New 3,527 $6.7M
Lowe Brockenbrough & Co. Inc. 0.35% Add +1.7% 3,515 $6.7M
Hudson Value Partners, LLC 2.10% Add +0.9% 3,508 $6.7M
GHP Investment Advisors, Inc. 0.28% Reduce -1.3% 3,468 $6.6M
Pathstone Holdings, LLC 0.03% Add +0.7% 3,418 $6.5M
Assenagon Asset Management S.A. 0.01% Reduce -59.1% 3,413 $6.5M
Montag A & Associates Inc. 0.30% Reduce -0.5% 3,386 $6.5M
Alpha Omega Wealth Management LLC 1.07% Add +0.5% 3,375 $6.5M
CI Investments Inc. 0.02% Reduce -19.6% 3,323 $6.4M
Corient Private Wealth LP 0.01% Add +2.6% 3,317 $6.3M
Handelsbanken Fonder AB 0.02% Add +20.6% 3,304 $6.3M
Annandale Capital, LLC 1.11% No change 3,279 $6.3M
Court Place Advisors, LLC 1.87% Reduce -1.4% 3,254 $6.2M
Osaic Holdings, Inc. 0.01% Add +9.8% 3,133 $6.1M
Prana Capital Management, LP 0.20% Reduce -11.5% 3,166 $6.1M
Roundview Capital LLC 0.38% Add +0.6% 3,159 $6.0M
O'shaughnessy Asset Management, LLC 0.03% Add +7.7% 3,077 $5.9M
NWF Advisory Services Inc. 0.64% Add +5.3% 3,063 $5.9M
National Bank of Canada 0.01% Add +0.8% 3,028 $5.8M
Chemistry Wealth Management LLC 1.09% Add +4.7% 2,943 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +8.6% 2,900 $5.5M
GoodHaven Capital Management, LLC 1.81% No change 2,898 $5.5M
Steward Partners Investment Advisory, LLC 0.03% Add +7.1% 2,869 $5.5M
Mariner, LLC 0.01% Reduce -9.7% 2,862 $5.5M
Parallel Advisors, LLC 0.10% Add +3.5% 2,856 $5.5M
Holocene Advisors, LP 0.01% Add +25.5% 2,852 $5.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -0.4% 2,806 $5.4M
Alta Capital Management LLC/ 0.30% Reduce -1.6% 2,779 $5.3M
Culbertson A N & Co. Inc. 0.74% Add +9.2% 2,751 $5.3M
Adalta Capital Management LLC 2.37% Add +3.4% 2,732 $5.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -4.8% 2,678 $5.1M
Northstar Group, Inc. 0.77% Add +7.8% 2,654 $5.1M
Inkwell Capital LLC 5.14% Reduce -1.4% 2,629 $5.0M
Florida Trust Wealth Management Co 0.14% Reduce -2.1% 2,602 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -19.8% 2,587 $4.9M
Cetera Investment Advisers 0.01% Add +50.1% 2,584 $4.9M
Southeast Asset Advisors, LLC 0.54% Add +26.9% 2,575 $4.9M
Neville Rodie & Shaw Inc. 0.36% Reduce -1.4% 2,573 $4.9M
DNB Asset Management AS 0.02% Add +0.5% 2,569 $4.9M
Ervin Investment Management, LLC 2.77% Add +1.8% 2,536 $4.8M
Jain Global LLC 0.06% Add +1100.0% 2,412 $4.6M
Horizon Kinetics Asset Management LLC 0.06% Reduce -0.4% 2,407 $4.6M
Sanctuary Advisors, LLC 0.03% Add +8.8% 2,376 $4.5M
IFM Investors Pty Ltd 0.04% Add +0.6% 2,371 $4.5M
&partners 0.03% Add +10.6% 2,345 $4.5M
Watchman Group, Inc. 1.07% Reduce -0.8% 2,321 $4.4M
US Bancorp \de 0.01% Add +1.1% 2,300 $4.4M
Curi Capital, LLC 0.08% Reduce -0.7% 2,254 $4.3M
Bradyco, Inc. 4.85% Reduce -18.3% 2,239 $4.3M
Systematic Financial Management LP 0.10% Add +0.7% 2,154 $4.1M
Virtu Financial LLC 0.23% New 2,147 $4.1M
Centaurus Financial, Inc. 0.19% Reduce -1.8% 2,142 $4.1M
East Coast Asset Management, LLC. 1.26% Reduce -2.8% 2,110 $4.0M
Cary Street Partners Financial LLC 0.10% Add +516.2% 2,089 $4.0M
KBC Group NV 0.01% Add +1.8% 2,067 $4.0M
Cannell & Spears LLC 0.07% Add +5.4% 2,065 $3.9M
Henshaw Capital LLC 0.15% No change 2,062 $3.9M
Utah Retirement Systems 0.04% Reduce -1.0% 2,057 $3.9M
Toronto Dominion Bank 0.01% Reduce -10.7% 2,050 $3.9M
Oddo BHF Asset Management Sas 0.15% Reduce -3.5% 2,032 $3.9M
Police & Firemen's Retirement System of New Jersey 0.03% Add +6.0% 2,013 $3.8M
USS Investment Management Ltd 0.02% No change 2,009 $3.8M
Edgestream Partners, L.P. 0.11% New 2,010 $3.8M
Canal Insurance CO 0.81% No change 2,000 $3.8M
State of Alaska, Department of Revenue 0.04% No change 2,000 $3.8M
Womack Financial LLC 2.88% Add +0.1% 1,988 $3.8M
Bank of Montreal 0.00% Add +131.7% 1,981 $3.8M
Ridgewood Investments LLC 1.60% Add +0.8% 1,979 $3.8M
Man Group plc 0.01% Reduce -38.1% 1,959 $3.7M
Mackenzie Financial Corp. 0.00% Add +0.8% 1,908 $3.6M
Fiduciary Group, LLC 0.32% Reduce -0.4% 1,906 $3.6M
English Capital Management LLC 2.36% No change 1,891 $3.6M
Forsta Ap-Fonden 0.02% Reduce -3.6% 1,890 $3.6M
Texas Yale Capital Corp. 0.11% Add +30.4% 1,868 $3.6M
Leuthold Group, LLC 0.39% Add +3.1% 1,867 $3.6M
Mediolanum International Funds Ltd 0.04% Add +15.2% 1,868 $3.6M
Tredje AP-fonden 0.03% Add +6.3% 1,852 $3.5M
Clearstead Advisors, LLC 0.05% Reduce -37.5% 1,849 $3.5M
First National Advisers, LLC 0.48% Add +3.1% 1,844 $3.5M
Quantinno Capital Management LP 0.01% Add +21.2% 1,834 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.9% 1,822 $3.5M
Salem Investment Counselors Inc. 0.10% No change 1,816 $3.5M
Harbor Investment Advisory, LLC 0.28% Add +0.1% 1,799 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.4% 1,776 $3.4M
Baxter Bros Inc. 0.39% Add +176.0% 1,758 $3.4M
Richard Bernstein Advisors LLC 0.10% Reduce -50.2% 1,751 $3.3M
HB Wealth Management, LLC 0.02% Add +2.9% 1,731 $3.3M
Mercer Global Advisors Inc. 0.01% Add +26.4% 1,727 $3.3M
Ashton Thomas Securities, LLC 0.46% Reduce -17.9% 1,726 $3.3M
DekaBank Deutsche Girozentrale 0.01% No change 1,741 $3.3M
Freedom Day Solutions, LLC 0.88% Add +1.6% 1,705 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +172.8% 1,683 $3.2M
D.A. Davidson & Co. 0.02% Reduce -2.8% 1,662 $3.2M
Fiduciary Alliance LLC 0.21% Add +12.2% 1,653 $3.2M
Davidson Kahn Capital Management, LLC 1.75% Reduce -0.2% 1,648 $3.1M
TD Private Client Wealth LLC 0.07% Reduce -2.9% 1,646 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Add +0.9% 1,625 $3.1M
Xponance LLC 0.02% Add +2.4% 1,620 $3.1M
Rathbones Group PLC 0.01% Reduce -0.7% 1,613 $3.1M
Rockefeller Capital Management L.P. 0.01% New 1,590 $3.0M
Pavion Blue Capital, LLC 1.29% No change 1,584 $3.0M
Glenview Trust Co 0.05% Reduce -3.4% 1,584 $3.0M
Virginia Wealth Management Group, Inc. 1.74% No change 1,579 $3.0M
Weil Company, Inc. 0.72% Reduce -0.1% 1,576 $3.0M
Atria Investments, Inc 0.03% Reduce -2.3% 1,574 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Add +6.8% 1,543 $2.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -0.4% 1,521 $2.9M
Values Added Financial LLC 1.29% Add +0.3% 1,517 $2.9M
Modern Wealth Management, LLC 0.06% Add +1.1% 1,511 $2.9M
Beese Fulmer Investment Management, Inc. 0.20% No change 1,507 $2.9M
Intrepid Capital Management Inc. 1.40% Add +29.3% 1,493 $2.9M
Kennondale Capital Management LLC 2.14% No change 1,465 $2.8M
Comerica Bank 0.01% Reduce -1.0% 1,416 $2.7M
Nisa Investment Advisors, LLC 0.01% Add +62.6% 1,408 $2.7M
Investment Management Corp of Ontario 0.04% Add +25.0% 1,399 $2.7M
Kathleen S. Wright Associates Inc. 0.98% Reduce -5.9% 1,378 $2.7M
Gold Investment Management Ltd. 0.88% Add +2.5% 1,363 $2.6M
1832 Asset Management L.P. 0.00% Add +4.7% 1,348 $2.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.17% No change 1,344 $2.6M
Sowell Financial Services LLC 0.10% Reduce -0.1% 1,344 $2.6M
Voya Investment Management LLC 0.00% Reduce -45.6% 1,338 $2.6M
Silvercrest Asset Management Group LLC 0.02% Reduce -7.9% 1,325 $2.5M
Choreo, LLC 0.03% Add +0.8% 1,316 $2.5M
Sunbelt Securities, Inc. 0.17% Add +672.6% 1,298 $2.5M
Benjamin Edwards Inc. 0.03% Add +2.0% 1,233 $2.4M
Solitude Financial Services 0.81% Add +2.6% 1,231 $2.4M
Verition Fund Management LLC 0.01% Reduce -33.1% 1,230 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.2% 1,229 $2.3M
Empowered Funds, LLC 0.02% Add +5.2% 1,225 $2.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -27.9% 1,223 $2.3M
Shelter Mutual Insurance Co 0.51% No change 1,200 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.6% 1,192 $2.3M
Scotia Capital Inc. 0.01% Add +1.9% 1,190 $2.3M
Ethic Inc. 0.04% Add +5.3% 1,149 $2.2M
Manitou Investment Management Ltd. 0.38% Add +111.1% 1,140 $2.2M
Nordea Investment Management AB 0.00% Add +9.1% 1,132 $2.2M
Bessemer Group Inc. 0.00% Add +20.6% 1,106 $2.1M
Atlantic Union Bankshares Corp 0.04% New 1,101 $2.1M
Salvus Wealth Management, LLC 1.15% Reduce -3.5% 1,075 $2.1M
Oppenheimer & Co. Inc. 0.03% Add +0.5% 1,071 $2.0M
Daiwa Securities Group Inc. 0.01% Add +3.9% 1,070 $2.0M
Hilltop Holdings Inc. 0.11% Reduce -1.6% 1,069 $2.0M
Andra AP-fonden 0.03% New 1,064 $2.0M
Kensington Investment Counsel, LLC 0.82% Reduce -9.7% 1,059 $2.0M
Lawson Kroeker Investment Management Inc. 0.37% Reduce -0.1% 1,052 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -1.5% 1,048 $2.0M
XTX Topco Ltd 0.10% New 1,039 $2.0M
Squarepoint Ops LLC 0.00% Reduce -43.0% 1,025 $2.0M
Swiss Life Asset Management Ltd 0.01% Reduce -4.0% 1,024 $2.0M
Candriam S.C.A. 0.01% No change 1,006 $1.9M
Pilgrim Partners Asia Pte Ltd 0.85% — 1,000 $1.9M
Ancora Advisors LLC 0.04% Add +24.4% 978 $1.9M
American Capital Advisory, LLC 0.85% Reduce -2.8% 959 $1.8M
Prudential Financial Inc. 0.00% Reduce -6.4% 959 $1.8M
Ostrum Asset Management 0.08% Add +11.5% 953 $1.8M
CenterBook Partners LP 0.09% Add +101.1% 951 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -7.0% 950 $1.8M
Synovus Financial Corp. 0.02% No change 937 $1.8M
Virtus Investment Advisers, LLC 0.50% Add +18.2% 908 $1.7M
Main Street Financial Solutions, LLC 0.11% Reduce -2.4% 903 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -3.5% 899 $1.7M
Front Street Capital Management, Inc. 0.26% Add +2.2% 895 $1.7M
AlphaQuest LLC 0.11% Add +1.3% 873 $1.7M
Axxcess Wealth Management, LLC 0.04% Add +0.2% 873 $1.7M
Macquarie Group Ltd. 0.00% Reduce -3.2% 859 $1.6M
Commerce Bank 0.01% Add +8.2% 822 $1.6M
Brevan Howard Capital Management LP 0.02% Reduce -83.4% 811 $1.6M
Intech Investment Management LLC 0.01% No change 809 $1.5M
Catalyst Funds Management Pty Ltd 0.23% Reduce -49.6% 800 $1.5M
Annis Gardner Whiting Capital Advisors, LLC 0.32% Add +11.0% 799 $1.5M
Diversify Wealth Management, LLC 0.09% Add +3.4% 770 $1.5M
Kentucky Retirement Systems 0.04% Reduce -3.7% 782 $1.5M
RKL Wealth Management LLC 0.13% No change 778 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +10.2% 776 $1.5M
Tactive Advisors, LLC 0.41% Add +36.0% 767 $1.5M
Compass Ion Advisors, LLC 0.14% No change 765 $1.5M
Keybank National Association 0.01% Add +9.8% 760 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +24.4% 759 $1.5M
Strategent Financial, LLC 1.03% No change 757 $1.4M
LGT Fund Management Co Ltd. 0.12% Add +93.2% 767 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -10.0% 755 $1.4M
Amalgamated Bank 0.01% Add +0.1% 750 $1.4M
Sterling Capital Management LLC 0.02% Reduce -6.0% 750 $1.4M
Schroder Investment Management Group 0.00% Reduce -24.8% 754 $1.4M
Principle Wealth Partners LLC 0.08% No change 737 $1.4M
Fieldview Capital Management, LLC 0.23% New 720 $1.4M
Boyar Asset Management Inc. 0.87% Add +49.5% 719 $1.4M
Praxis Investment Management Inc. 0.08% No change 710 $1.4M
Metis Global Partners, LLC 0.03% Reduce -2.9% 709 $1.4M
Sepio Capital, LP 0.08% No change 705 $1.3M
OneAscent Financial Services LLC 0.09% Add +35.5% 703 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.45% Reduce -2.1% 702 $1.3M
Trust Co. of Vermont 0.06% Reduce -4.4% 699 $1.3M
Caprock Group, LLC 0.03% — 679 $1.3M
RFG Advisory, LLC 0.03% No change 694 $1.3M
Tributary Capital Management, LLC 0.12% Reduce -21.1% 690 $1.3M
Canada Pension Plan Investment Board 0.00% Reduce -96.2% 690 $1.3M
Resonant Capital Advisors, LLC 0.08% Add +0.9% 688 $1.3M
Fruth Investment Management 0.35% No change 684 $1.3M
Bank of Nova Scotia 0.00% Add +43.7% 681 $1.3M
Horst & Graben Wealth Management LLC 0.20% Add +0.1% 678 $1.3M
Pensionfund Sabic 0.35% No change 670 $1.3M
Crestwood Advisors Group, LLC 0.02% Add +0.1% 670 $1.3M
Lakewood Asset Management LLC 0.77% Add +2.0% 667 $1.3M
Waverly Advisors, LLC 0.01% Add +0.1% 661 $1.3M
Wolverine Trading, LLC 0.02% Reduce -26.5% 642 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% No change 595 $1.2M
Parisi Gray Wealth Management 0.31% Add +0.8% 619 $1.2M
Maryland State Retirement & Pension System 0.02% Add +3.5% 613 $1.2M
CIBC Asset Management Inc 0.00% Add +8.3% 611 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.9% 609 $1.2M
London Co. of Virginia 0.01% No change 607 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Add +21.4% 607 $1.2M
Compound Planning, Inc. 0.04% Add +6.9% 604 $1.2M
First Financial Bankshares Inc 0.02% New 601 $1.1M
Shelter Ins Retirement Plan 1.27% No change 600 $1.1M
WealthPlan Investment Management, LLC 0.08% Add +5.7% 597 $1.1M
Credit Agricole S A 0.00% — 597 $1.1M
Gabelli Funds LLC 0.01% Reduce -6.3% 596 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -72.3% 581 $1.1M
AXA Investment Managers S.A. 0.00% — 578 $1.1M
MAI Capital Management 0.01% Reduce -2.5% 574 $1.1M
E. Ohman J:or Asset Management AB 0.03% No change 560 $1.1M
Atlanta Consulting Group Advisors, LLC 0.26% No change 558 $1.1M
Vident Advisory, LLC 0.01% Add +1.8% 555 $1.1M
MML Investors Services, LLC 0.00% Add +4.2% 552 $1.1M
Savant Capital, LLC 0.01% Add +6.8% 546 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +7.3% 542 $1.0M
Mgo One Seven LLC 0.02% Reduce -7.8% 528 $1.0M
Smithfield Trust Co 0.04% No change 527 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.10% No change 519 $992K
PenderFund Capital Management Ltd. 0.38% No change 515 $984K
Principal Securities, Inc. 0.02% Add +7.8% 513 $981K
Jones Financial Companies LLLP 0.00% Add +19.9% 505 $967K
Venturi Wealth Management, LLC 0.04% No change 503 $961K
Sage Capital Advisors,llc 0.23% No change 500 $956K
Allianz Asset Management GmbH 0.00% Add +10.2% 496 $948K
Carmel Capital Partners, LLC 0.39% Reduce -12.7% 481 $919K
Robeco Institutional Asset Management B.V. 0.00% Reduce -60.2% 481 $919K
J.W. Cole Advisors, Inc. 0.02% Reduce -5.0% 478 $914K
Kestra Advisory Services, LLC 0.00% Reduce -4.6% 478 $914K
Concurrent Investment Advisors, LLC 0.02% Add +3.5% 477 $911K
Neuberger Berman Group LLC 0.00% Reduce -5.4% 474 $906K
OMERS ADMINISTRATION Corp 0.01% No change 471 $900K
Board of the Pension Protection Fund 0.88% Add +80.8% 470 $898K
Private Advisor Group, LLC 0.00% Reduce -22.9% 470 $898K
Hills Bank & Trust Co 0.05% No change 462 $883K
Mission Wealth Management, LP 0.02% No change 461 $881K
Lido Advisors, LLC 0.00% Add +107.8% 455 $871K
CIBC Bancorp USA Inc. 0.01% — 455 $870K
Voleon Capital Management LP 0.02% New 446 $852K
Financial Security Advisor, Inc. 0.18% Reduce -1.3% 442 $845K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 441 $843K
Brave Asset Management Inc. 0.20% No change 439 $839K
Allstate Corp. 0.02% New 436 $833K
Shell Asset Management Co. 0.08% Reduce -26.4% 436 $833K
Oppenheimer Asset Management Inc. 0.01% Add +54.5% 434 $830K
Gilbert & Cook, Inc. 0.11% Add +4.1% 433 $828K
Avalon Trust Co 0.05% Add +6.3% 425 $812K
Denali Advisors LLC 0.09% Add +199.3% 422 $807K
M&T Bank Corp 0.00% Reduce -52.7% 422 $806K
Raiffeisen Bank International AG 0.01% Add +129.2% 424 $806K
OneDigital Investment Advisors LLC 0.01% Add +126.3% 421 $805K
Resurgent Financial Advisors LLC 0.39% Add +6.1% 419 $801K
Scientech Research LLC 0.28% New 419 $801K
Perigon Wealth Management, LLC 0.02% Reduce -0.2% 418 $799K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +66.9% 414 $791K
Anson Funds Management LP 0.09% No change 414 $791K
Crestmont Private Wealth LLC 0.26% Add +5.4% 409 $782K
Cwm, LLC 0.00% Reduce -16.6% 407 $778K
Hunter Associates Investment Management LLC 0.11% Reduce -2.4% 405 $773K
Intrinsic Value Partners, LLC 0.62% Reduce -1.5% 400 $765K
Hengehold Capital Management LLC 0.07% Add +4.4% 400 $765K
Calamos Wealth Management LLC 0.03% No change 400 $765K
Linden Thomas Advisory Services, LLC 0.08% No change 397 $759K
Picton Mahoney Asset Management 0.01% New 395 $754K
QRG Capital Management, Inc. 0.01% Add +9.5% 392 $749K
Convergence Financial, LLC 0.11% New 386 $738K
Simon Quick Advisors, LLC 0.03% Add +28.4% 384 $734K
King Luther Capital Management Corp. 0.00% No change 384 $734K
Quadcap Wealth Management, LLC 0.09% Reduce -6.2% 381 $728K
HighPoint Advisor Group LLC 0.03% Add +11.5% 377 $721K
Thompson Davis & Co., Inc. 0.44% Add +31.5% 376 $719K
Procyon Advisors, LLC 0.04% Reduce -2.6% 371 $709K
Harvest Investment Services, LLC 0.14% Reduce -0.5% 369 $705K
Legacy Advisors, LLC 0.09% — 368 $703K
Rexford Capital Inc. 0.53% Reduce -0.3% 360 $688K
Aptus Capital Advisors, LLC 0.01% Reduce -3.3% 357 $682K
Cross Staff Investments Inc 0.47% Reduce -2.8% 350 $669K
Townsquare Capital LLC 0.10% Reduce -21.1% 347 $663K
Founders Capital Management, LLC 0.10% No change 346 $661K
Citizens Financial Group Inc. 0.01% Add +1.5% 345 $659K
B. Metzler seel. Sohn & Co. AG 0.01% No change 343 $656K
Prudential PLC 0.00% No change 339 $648K
Ritholtz Wealth Management 0.01% No change 338 $646K
TD Waterhouse Canada Inc. 0.00% Reduce -1.4% 342 $645K
Kestra Private Wealth Services, LLC 0.01% Add +0.9% 334 $638K
Blue Edge Capital, LLC 0.09% No change 333 $636K
Apollon Wealth Management, LLC 0.01% Reduce -4.9% 329 $629K
MetLife Investment Management, LLC 0.00% Add +1.5% 329 $629K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -4.9% 328 $627K
Winthrop Advisory Group LLC 0.05% No change 327 $625K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% Add +18.2% 325 $621K
Beacon Investment Advisors LLC 0.25% Add +0.6% 322 $616K
Victrix Investment Advisors 0.34% Reduce -1.8% 321 $614K
Siemens Fonds Invest GmbH 0.03% No change 319 $610K
Trust Point Inc. 0.05% Add +12.4% 318 $608K
Taylor Hoffman Capital Management LLC 0.19% Reduce -0.6% 315 $602K
NewEdge Advisors, LLC 0.00% Add +6.8% 313 $598K
Verdence Capital Advisors LLC 0.03% Reduce -0.3% 317 $597K
Inlet Private Wealth, LLC 0.13% No change 307 $587K
Elm Partners Management LLC 0.03% Add +48.0% 299 $571K
Marks Group Wealth Management, Inc 0.05% Reduce -1.0% 298 $570K
STRS Ohio 0.00% Reduce -81.9% 298 $570K
Prime Capital Investment Advisors, LLC 0.01% No change 296 $566K
Intellectus Partners, LLC 0.11% Reduce -16.4% 295 $564K
Diversified Trust Co. 0.01% New 294 $562K
FineMark National Bank & Trust 0.02% Add +0.3% 288 $550K
Tiaa Trust, National Association 0.00% Add +4.4% 286 $547K
Allen Capital Group, LLC 0.05% Add +12.3% 283 $541K
IHT Wealth Management, LLC 0.01% Add +27.5% 283 $541K
S-Bank Fund Management Ltd 0.07% Reduce -1.1% 279 $533K
Madison Asset Management, LLC 0.01% Reduce -2.1% 279 $533K
AdvisorNet Financial, Inc 0.03% Reduce -2.5% 278 $531K
CIBC Private Wealth Group LLC 0.00% Add +10.8% 277 $529K
Magnolia Private Wealth, LLC 0.39% Add +0.4% 275 $526K
WCM Investment Management, LLC 0.00% Add +3.8% 274 $521K
Leavell Investment Management, Inc. 0.02% No change 272 $520K
Yousif Capital Management, LLC 0.01% Reduce -0.4% 271 $518K
Allworth Financial LP 0.00% Add +60.8% 267 $511K
Independent Advisor Alliance 0.01% Add +69.0% 267 $511K
Farringdon Capital, Ltd. 0.13% New 266 $508K
Roehl & Yi Investment Advisors, LLC 0.22% Reduce -17.3% 263 $503K
Tritonpoint Wealth, LLC 0.04% No change 262 $501K
Allen Investment Management, LLC 0.01% No change 262 $501K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -9.7% 260 $497K
iA Global Asset Management Inc. 0.01% New 258 $493K
Baker Tilly Wealth Management, LLC 0.11% Add +0.4% 257 $491K
Dakota Wealth Management 0.01% No change 256 $489K
AlTi Global, Inc. 0.01% Reduce -3.8% 256 $489K
SG Americas Securities, LLC 0.00% Add +11.3% 255 $487K
Flagstone Financial Management 0.13% No change 254 $485K
Maridea Wealth Management LLC 0.07% New 253 $483K
Arax Advisory Partners 0.01% Add +543.6% 251 $480K
Norman Fields, Gottscho Capital Management, LLC 0.15% No change 250 $478K
Trustmark Bank Trust Department 0.03% No change 250 $478K
Qtron Investments LLC 0.06% No change 249 $476K
Balefire, LLC 0.09% Reduce -4.6% 248 $474K
Allen Mooney & Barnes Investment Advisors LLC 0.07% No change 247 $472K
Elgethun Capital Management 0.09% Reduce -5.0% 249 $471K
Mills Wealth Advisors LLC 0.19% No change 246 $470K
Bay Rivers Group 0.20% No change 245 $468K
Elevation Point Wealth Partners, LLC 0.03% Add +258.8% 244 $466K
Berkshire Asset Management LLC 0.02% Add +77.8% 240 $459K
MainStreet Investment Advisors LLC 0.06% Reduce -8.1% 238 $455K
DRW Securities, LLC 0.02% Add +97.5% 237 $453K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -8.2% 236 $451K
Dover Advisors, LLC 0.18% Reduce -2.5% 233 $445K
Acima Private Wealth, LLC 0.14% No change 232 $443K
Anchor Investment Management, LLC 0.04% Add +4.5% 232 $443K
Foundations Investment Advisors, LLC 0.01% New 232 $443K
Carolina Wealth Advisors, LLC 0.19% No change 230 $440K
Legacy Capital Wealth Partners, LLC 0.10% No change 230 $440K
Ossiam 0.01% Reduce -12.0% 228 $436K
Vestcor Inc 0.01% Reduce -18.4% 227 $434K
Hara Capital LLC 0.25% Reduce -6.2% 226 $432K
UniSuper Management Pty Ltd 0.00% No change 220 $420K
Vise Technologies, Inc. 0.02% Reduce -2.2% 219 $419K
Brown Brothers Harriman & Co. 0.00% Add +93.8% 219 $419K
Evelyn Partners Investment Management (Europe) Ltd 0.14% No change 218 $417K
One Wealth Advisors, LLC 0.05% Reduce -9.2% 216 $413K
Forum Financial Management, LP 0.01% No change 216 $413K
Cresset Asset Management, LLC 0.00% No change 216 $413K
Gilliland Jeter Wealth Management LLC 0.13% No change 212 $405K
Focus Partners Advisor Solutions, LLC 0.00% Add +37.2% 203 $404K
Cascades Capital Asset Management, LLC 0.18% No change 211 $403K
Greenleaf Trust 0.00% Add +8.8% 211 $403K
Studio Investment Management LLC 0.08% Add +5.5% 210 $401K
Stephens Inc. 0.01% Reduce -1.9% 208 $398K
Salomon & Ludwin, LLC 0.04% Reduce -5.1% 204 $396K
Motley Fool Asset Management LLC 0.02% Add +0.5% 207 $396K
MQS Management LLC 0.23% New 203 $388K
Evercore Wealth Management, LLC 0.01% No change 203 $388K
Carnegie Lake Advisors LLC 0.15% Reduce -20.0% 200 $382K
Hunting Hill Global Capital, LLC 0.14% No change 200 $382K
Saybrook Capital 0.10% No change 200 $382K
Canal Capital Management, LLC 0.06% Add +2.6% 200 $382K
MCF Advisors LLC 0.02% No change 200 $382K
Parsons Capital Management Inc. 0.02% No change 200 $382K
Callan Family Office, LLC 0.01% Reduce -49.8% 200 $382K
Fisher Asset Management 0.00% Add +8.1% 200 $382K
Magnetar Financial LLC 0.00% New 199 $380K
Vestmark Advisory Solutions, Inc. 0.01% New 197 $377K
Brighton Jones LLC 0.01% Add +2.1% 197 $376K
Equitable Holdings, Inc. 0.00% Add +12.6% 196 $375K
NewEdge Wealth, LLC 0.01% Add +8.8% 186 $371K
Heartwood Wealth Advisors LLC 0.03% No change 194 $371K
Founders Grove Wealth Partners, LLC 0.09% No change 193 $369K
Manchester Financial Inc. 0.07% Reduce -3.0% 192 $367K
Royal Fund Management, LLC 0.04% Reduce -62.4% 192 $367K
Choate Investment Advisors 0.01% Reduce -7.3% 192 $367K
Argonautica Private Wealth Management, Inc. 0.11% Add +0.5% 191 $365K
Cadent Capital Advisors, LLC 0.10% Reduce -29.0% 191 $365K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -2.6% 190 $363K
denkapparat Operations GmbH 0.23% New 190 $363K
Jackson Hole Capital Partners, LLC 0.06% No change 190 $363K
Howland Capital Management LLC 0.01% No change 189 $361K
Fidelis Capital Partners, LLC 0.03% Add +4.4% 188 $359K
Vontobel Holding Ltd. 0.00% No change 187 $357K
RMR Capital Management, LLC 0.25% No change 186 $356K
NBT Bank, N.A. 0.02% Reduce -4.6% 185 $354K
Isthmus Partners, LLC 0.04% No change 184 $352K
Traphagen Investment Advisors LLC 0.03% No change 182 $348K
Merit Financial Group, LLC 0.00% Reduce -13.4% 181 $346K
Fifth Third Bancorp 0.00% Add +7.7% 181 $346K
waypoint wealth counsel 0.14% Add +5.9% 179 $342K
Wealthspire Advisors, LLC 0.00% Reduce -5.9% 176 $336K
Capital Asset Advisory Services LLC 0.01% No change 176 $336K
Level Four Advisory Services, LLC 0.01% Add +2.3% 175 $334K
Huntington National Bank 0.00% Add +44.5% 172 $329K
Tocqueville Asset Management L.P. 0.00% No change 170 $325K
Bank of Marin 0.23% New 168 $321K
Frank, Rimerman Advisors LLC 0.02% New 166 $317K
Glenmede Investment Management, LP 0.00% Reduce -9.3% 166 $317K
Brookwood Investment Group LLC 0.04% New 162 $310K
Inspire Investing, LLC 0.03% Add +14.1% 162 $310K
United Capital Financial Advisors, LLC 0.00% New 162 $310K
Virtue Capital Management, LLC 0.05% Reduce -11.6% 160 $306K
Two Sigma Securities, LLC 0.04% Reduce -68.1% 159 $304K
American Trust 0.03% Reduce -5.4% 158 $302K
Equitable Trust Co. 0.01% No change 157 $300K
Advisors Capital Management, LLC 0.00% New 157 $300K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +28.9% 156 $298K
Signaturefd, LLC 0.00% Add +3.3% 155 $297K
Wellington Shields & Co., LLC 0.08% No change 155 $296K
Old National Bancorp 0.01% No change 155 $296K
Cambria Investment Management, L.P. 0.02% Add +2.7% 154 $294K
Farther Finance Advisors, LLC 0.00% No change 154 $294K
MBL Wealth, LLC 0.03% No change 153 $292K
JGP Wealth Management, LLC 0.03% Reduce -5.6% 152 $292K
Wbi Investments, LLC 0.07% New 152 $291K
New York Life Investment Management LLC 0.00% Reduce -23.4% 151 $289K
Wealth Alliance, LLC 0.03% Add +0.7% 150 $287K
Coldstream Capital Management Inc. 0.00% Add +0.7% 150 $287K
Dimension Capital Management LLC 0.04% No change 150 $287K
Genesis Private Wealth, LLC 0.12% No change 149 $285K
Flagship Harbor Advisors, LLC 0.01% Add +9.6% 148 $283K
Envestnet Portfolio Solutions, Inc. 0.00% Add +25.6% 147 $281K
Conestoga Capital Advisors, LLC 0.00% No change 145 $277K
Thoroughbred Financial Services, LLC 0.02% No change 144 $275K
Accretive Wealth Partners, LLC 0.08% No change 143 $273K
Ballast, Inc. 0.07% Reduce -37.3% 143 $273K
Lodestone Wealth Management LLC 0.12% Reduce -1.4% 142 $271K
Wills Financial Group LLC 0.11% No change 142 $271K
Arlington Trust Co LLC 0.05% No change 141 $270K
Tower Research Capital LLC (TRC) 0.01% Add +85.5% 141 $270K
Advisory Services Network, LLC 0.00% Add +5.2% 141 $270K
Northwest Quadrant Wealth Management, LLC 0.06% No change 140 $268K
Sagespring Wealth Partners, LLC 0.01% No change 139 $265K
Astoria Portfolio Advisors LLC. 0.07% Add +8.0% 135 $264K
Blue Trust, Inc. 0.00% Add +11.4% 137 $262K
Beacon Financial Group 0.03% No change 136 $260K
StoneX Group Inc. 0.01% No change 133 $254K
Summit Wealth Group LLC / Co. 0.03% New 684 $252K
Ground Swell Capital, LLC 0.55% New 131 $250K
Cathy Pareto & Associates, Inc. 0.19% No change 131 $250K
Murphy & Mullick Capital Management Corp 0.19% No change 131 $250K
Dana Investment Advisors, Inc. 0.01% New 131 $250K
Tucker Asset Management LLC 0.07% No change 130 $248K
Journey Strategic Wealth LLC 0.01% Reduce -30.9% 130 $248K
Atticus Wealth Management, LLC 0.06% Add +87.0% 129 $247K
Harbour Investments, Inc. 0.01% Reduce -54.0% 128 $245K
Arkadios Wealth Advisors 0.01% Add +17.6% 127 $243K
GM Advisory Group, LLC 0.01% No change 126 $241K
Wedmont Private Capital 0.01% Add +8.9% 122 $240K
Farmers & Merchants Investments Inc. 0.01% No change 125 $239K
Checchi Capital Advisers, LLC 0.02% Add +1.6% 124 $236K
Chicago Partners Investment Group LLC 0.01% Add +19.6% 128 $235K
Empower Advisory Group, LLC 0.00% Add +7.0% 122 $233K
Plan A Wealth LLC 0.12% Reduce -2.4% 121 $231K
IFG Advisory, LLC 0.01% No change 121 $231K
Cigna Investments Inc. 0.03% No change 121 $231K
Opal Wealth Advisors, LLC 0.06% Add +8.1% 120 $229K
First Financial Bank - Trust Division 0.02% No change 120 $229K
Fifth Third Wealth Advisors LLC 0.01% Add +5.3% 120 $229K
Carnegie Investment Counsel 0.00% No change 120 $229K
Jump Financial, LLC 0.00% Reduce -75.2% 119 $227K
Park Avenue Securities LLC 0.00% Add +1.7% 118 $226K
Roberts Glore & Co. Inc. 0.06% No change 118 $226K
NDVR, Inc. 0.19% Reduce -4.9% 117 $224K
Optiver Holding B.V. 0.00% New 116 $222K
Pettyjohn, Wood & White, Inc. 0.04% Add +4.5% 115 $220K
Guyasuta Investment Advisors Inc. 0.01% No change 115 $220K
Canandaigua National Trust Co of Florida 0.17% Reduce -61.1% 114 $218K
Regions Financial Corp. 0.00% Reduce -10.2% 114 $218K
Diversify Advisory Services, LLC 0.01% Add +3.7% 111 $217K
Zhang Financial LLC 0.01% No change 113 $216K
Moneta Group Investment Advisors LLC 0.00% Add +7.6% 113 $216K
EverSource Wealth Advisors, LLC 0.01% Add +41.8% 112 $214K
Godshalk Welsh Capital Management, Inc. 0.12% Add +8.7% 112 $214K
Twinbeech Capital LP 0.01% New 112 $214K
Kera Capital Partners, Inc. 0.03% New 111 $212K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -26.7% 110 $210K
Aaron Wealth Advisors LLC 0.01% New 110 $210K
Grandfield & Dodd, LLC 0.01% No change 110 $210K
PFG Investments, LLC 0.01% No change 110 $210K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.0% 110 $210K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -16.7% 110 $210K
Quotient Wealth Partners, LLC 0.01% New 109 $209K
Quadrant Capital Group LLC 0.01% No change 109 $208K
Cypress Capital Group 0.02% No change 109 $208K
Apriem Advisors 0.02% No change 109 $208K
Ballentine Partners, LLC 0.00% Add +3.8% 109 $208K
NorthCoast Asset Management LLC 0.00% Reduce -34.3% 109 $208K
Colonial Trust Co / SC 0.03% No change 108 $206K
Panagora Asset Management Inc. 0.00% No change 108 $206K
TAGStone Capital, Inc. 0.08% No change 107 $205K
Waterloo Capital, L.P. 0.02% Reduce -1.8% 107 $205K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -24.6% 107 $205K
Geneos Wealth Management Inc. 0.01% Reduce -4.5% 106 $203K
TCV Trust & Wealth Management, Inc. 0.02% New 106 $203K
Narwhal Capital Management 0.01% No change 105 $201K
Pallas Capital Advisors LLC 0.01% New 105 $201K
UMB Bank, n.a. 0.00% Add +2525.0% 105 $201K
Smartleaf Asset Management LLC 0.01% Reduce -36.3% 102 $194K
Bayforest Capital Ltd 0.09% New 100 $191K
Global Retirement Partners, LLC 0.00% Add +259.3% 97 $185K
BOK Financial Private Wealth, Inc. 0.01% No change 91 $174K
GAMMA Investing LLC 0.01% Add +23.6% 89 $170K
Colonial Trust Advisors 0.01% No change 85 $162K
TCTC Holdings, LLC 0.00% No change 84 $161K
Sound Income Strategies, LLC 0.01% No change 77 $150K
Evolution Advisers, Inc. 0.06% No change 76 $144K
JTC Employer Solutions Trustee Ltd 0.01% No change 70 $134K
Penserra Capital Management LLC 0.00% No change 68 $129K
IFP Advisors, Inc 0.00% Add +48.9% 67 $128K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 60 $115K
Assetmark, Inc. 0.00% Add +16.0% 58 $111K
Rothschild Investment LLC 0.01% No change 56 $107K
Crewe Advisors LLC 0.01% Reduce -5.4% 53 $101K
SouthState Bank Corp 0.00% Reduce -1.9% 53 $101K
Quent Capital, LLC 0.01% New 53 $101K
Ameritas Advisory Services, LLC 0.01% Add +178.9% 53 $101K
Osterweis Capital Management Inc. 0.01% No change 53 $101K
Capital Analysts, LLC 0.00% No change 52 $99K
Prestige Wealth Management Group LLC 0.02% No change 50 $96K
Simplex Trading, LLC 0.00% New 50 $95K
Caitong International Asset Management Co., Ltd 0.06% New 49 $94K
Evermay Wealth Management LLC 0.01% No change 49 $94K
Covestor Ltd 0.05% Reduce -40.3% 46 $89K
Larson Financial Group LLC 0.00% Reduce -10.2% 44 $84K
Aster Capital Management (DIFC) Ltd 0.04% New 43 $82K
Whittier Trust Co. 0.00% No change 42 $82K
Westpac Banking Corp. 0.00% No change 40 $76K
Oakworth Capital, Inc. 0.00% New 40 $76K
Root Financial Partners, LLC 0.00% New 36 $69K
Manchester Capital Management LLC 0.01% No change 35 $67K
Ransom Advisory, Ltd 0.03% No change 34 $65K
Compagnie Lombard Odier SCmA 0.00% New 33 $63K
Maryland Capital Advisors Inc. 0.02% No change 32 $61K
Private Trust Co. NA 0.01% No change 32 $61K
Mather Group, Llc. 0.00% New 31 $59K
Cary Street Partners Investment Advisory LLC 0.02% Add +31.8% 29 $55K
Versant Capital Management, Inc 0.01% Reduce -27.5% 29 $55K
Boyd Watterson Asset Management LLC 0.02% New 28 $54K
Delta Asset Management LLC 0.00% No change 28 $54K
Vestor Capital, LLC 0.00% Reduce -95.4% 27 $52K
State of Wyoming 0.01% No change 27 $52K
Leonteq Securities AG 0.00% Add +50.0% 27 $52K
Adirondack Trust Co. 0.02% Add +125.0% 27 $52K
Johnson Financial Group, Inc. 0.00% Add +212.5% 25 $48K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +316.7% 25 $48K
BNP Paribas 0.00% Add +100.0% 24 $46K
SBI Securities Co., Ltd. 0.00% No change 24 $46K
Sentry Investment Management LLC 0.03% Reduce -86.8% 23 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +53.3% 23 $44K
Hemington Wealth Management 0.01% Add +35.3% 23 $43K
Toth Financial Advisory Corp. 0.00% No change 22 $42K
Hantz Financial Services, Inc. 0.00% Reduce -19.2% 21 $40K
Kelleher Financial Advisors 0.01% New 20 $38K
GoalVest Advisory LLC 0.01% New 20 $38K
St Germain D J Co. Inc. 0.00% No change 20 $38K
Private Wealth Management Group, LLC 0.01% No change 19 $36K
Deseret Mutual Benefit Administrators 0.01% No change 18 $34K
Lavaca Capital LLC 0.01% No change 18 $34K
Spire Wealth Management 0.00% Reduce -14.3% 18 $34K
SIMA Wealth Partners, LLC 0.02% No change 16 $31K
Pin Oak Investment Advisors Inc. 0.02% No change 16 $31K
Chilton Capital Management LLC 0.00% No change 16 $31K
Lanark Financial, Inc. 0.00% No change 16 $31K
Wealth Preservation Advisors, LLC 0.02% New 15 $29K
Measured Wealth Private Client Group, LLC 0.01% New 15 $29K
Clearstead Trust, LLC 0.00% No change 14 $27K
JFS Wealth Advisors, LLC 0.00% Reduce -22.2% 14 $27K
Essential Partners LLC 0.01% Add +7.7% 14 $27K
Sittner & Nelson, LLC 0.01% No change 13 $25K
Anfield Capital Management, LLC 0.01% No change 13 $25K
Cedar Mountain Advisors, LLC 0.00% Add +62.5% 13 $25K
Parkside Financial Bank & Trust 0.00% No change 12 $23K
Barrett & Company, Inc. 0.01% Reduce -62.5% 12 $23K
Citizens National Bank Trust Department 0.00% No change 12 $23K
CVA Family Office, LLC 0.00% No change 12 $23K
City Holding Co. 0.00% No change 12 $23K
Bruce G. Allen Investments, LLC 0.02% No change 11 $21K
Gables Capital Management Inc. 0.01% No change 11 $21K
MTM Investment Management, LLC 0.01% No change 11 $21K
True Wealth Design, LLC 0.01% No change 11 $21K
Asset Dedication, LLC 0.00% No change 11 $21K
Global Trust Asset Management, LLC 0.01% Reduce -50.0% 10 $19K
Bogart Wealth, LLC 0.00% Add +11.1% 10 $19K
Capital Advisors, Ltd. LLC 0.00% No change 10 $19K
2UniFi Bank 0.01% No change 9 $17K
Rosenberg Matthew Hamilton 0.00% No change 9 $17K
Pinnacle Bancorp, Inc. 0.00% Reduce -11.1% 8 $15K
Frazier Financial Advisors, LLC 0.01% No change 7 $13K
Binnacle Investments Inc 0.01% No change 7 $13K
Legacy Bridge, LLC 0.01% No change 7 $13K
Truvestments Capital LLC 0.00% No change 7 $13K
Creative Financial Designs Inc. 0.00% No change 7 $13K
MV Capital Management, Inc. 0.00% Reduce -14.3% 6 $11K
Silicon Valley Capital Partners 0.00% No change 6 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -93.8% 6 $11K
GW&K Investment Management, LLC 0.00% No change 5 $10K
Boreal Capital Management LLC 0.01% New 5 $10K
SRH Advisors, LLC 0.00% No change 5 $10K
Fortitude Family Office, 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
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
Evelyn Partners Investment Management Services Ltd 0.00% No change 4 $8K
Cloud Capital Management, LLC 0.00% New 4 $7K
Proffitt & Goodson Inc. 0.00% New 3 $6K
Innovative Advisory Group, LLC 0.00% No change 3 $6K
Private Wealth Asset Management, LLC 0.00% Reduce -25.0% 3 $6K
TD Capital Management LLC 0.00% No change 3 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 3 $5K
JPL Wealth Management, LLC 0.00% New 2 $4K
IMG Wealth Management, Inc. 0.00% No change 2 $4K
Fairscale Capital, LLC 0.00% No change 2 $4K
Strive Asset Management, LLC 0.00% New 2 $4K
Cromwell Holdings LLC 0.00% No change 2 $4K
Red Tortoise LLC 0.00% No change 2 $4K
Sachetta, LLC 0.00% No change 2 $4K
Strategic Advocates LLC 0.00% New 2 $4K
Archer Investment Corp 0.00% No change 2 $4K
Marquette Asset Management, LLC 0.00% New 2 $4K
Tortoise Investment Management, LLC 0.00% No change 2 $4K
Zions Bancorporation, National Association 0.00% No change 2 $4K
Bellevue Asset Management, LLC 0.00% No change 2 $4K
Winnacle Wealth LLC 0.00% New 1 $2K
Seneschal Advisors, LLC 0.00% New 1 $2K
Rialto Wealth Management, LLC 0.00% New 1 $2K
SJS Investment Consulting Inc. 0.00% No change 1 $2K
Aspect Partners, LLC 0.00% New 1 $2K
Raffa Wealth Management, LLC 0.00% No change 1 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
Federated Hermes, Inc. 0.00% Reduce -99.9% 1 $2K
First Command Advisory Services, 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.