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Markel Corp (MKV)

Page Created: 2008-12-01 10:29:00-08Last Activity: 2008-11-28Industry: Country: United States

Markel Corp (MKV)
Contact Information

4521 Highwoods Parkway, Glen Allen, Va 23060-6148,, United States
Phone: 804-747-0136, Fax: 804-965-1600, Website: http://www.markelcorp.com

Markel Corp (MKV)
ISIN International Securities Identification Number

ISIN(s): US5705351048

Markel Corp (MKV)
CUSIP Committee on Uniform Securities Identification Procedures

CUSIP(s): 570535104,570535203

Markel Corp (MKV)
Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
MKV MKV:US New York Stock Exchange XNYS NYSE New York United States www.nyse.com
MKL MKL MKL:US New York Stock Exchange XNYS NYSE New York United States www.nyse.com

Markel Corp (MKV)
Rankings

 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
285
10949661
Score:
-0.02
6070--
Brand New:
34
154613351
Increased Existing:
66
1006--
No Change:
48
491--
Reduced Existing:
50
1281--
Liquidated:
45
123210991
No Comparison Available:
42
---
Funds buying shares:
100
124510971
Buying %:
41.15 %
470228485
Funds not buying/selling shares:
48
---
Neutral %:
19.75 %
---
Funds selling shares:
95
128911502
Selling %:
39.09 %
662736338
   

Markel Corp (MKV)
Owners Details

Click on column headings to sort!
Fund Fund Type Fund Perf. Report Date Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
Davis Financial Portfolio (Davis Variable Account Fund Inc) Specialty & Misc 0.00 % 2008-11-28 None - - - % Sold All -21,000 -100.00 % $0
Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) Large-Cap Core 0.01 % 2008-11-28 10 $200 $0 0.00 % No Compare - - % -
Small Cap Growth Portfolio (Small Cap Growth Portfolio) Small-Cap Growth 0.00 % 2008-11-28 2,130 $42,536 $0 0.00 % New Holding 2,130 100.00 % $0
Special Equities Portfolio (Special Equities Portfolio) Small-Cap Growth 0.00 % 2008-11-28 2,460 $49,126 $0 0.00 % New Holding 2,460 100.00 % $0
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core 0.05 % 2008-11-28 None - - - % Sold All -48,166 -100.00 % $0
Profund Vp Financials (Profunds) Specialty & Misc 0.00 % 2008-11-28 356 $7,109 $0 0.00 % No Compare - - % -
Eaton Vance Balanced Fund (Eaton Vance Special Investment Trust) Flexible Portfolio 0.00 % 2008-11-28 2,130 $42,536 $0 0.00 % New Holding 2,130 100.00 % $0
Vanguard Value Index Fund (Vanguard Index Funds) Large-Cap Value 0.01 % 2008-11-28 None - - - % Sold All -22,304 -100.00 % $0
Bb And T Special Opportunities Equity Vif (Bb And T Variable Insurance Funds) Specialty & Misc 0.00 % 2008-11-28 2,000 $39,940 $0 0.00 % No Change 0 0 % -
Evergreen Market Index Value Fund (Evergreen Equity Trust De) Multi-Cap Value 0.01 % 2008-11-28 942 $18,812 $0 0.00 % No Compare - - % -
Eaton Vance Special Equities Fund (Eaton Vance Special Investment Trust) Specialty & Misc 0.00 % 2008-11-28 2,460 $49,126 $0 0.00 % No Compare - - % -
Vanguard Global Equity Fund (Vanguard Horizon Funds) Global Flex Port -0.08 % 2008-11-28 2,766 $55,237 $0 0.00 % No Compare - - % -
Davis Venture Value Portfolio (Sunamerica Series Trust) Multi-Cap Value -0.09 % 2008-11-28 4,430 $88,467 $0 0.00 % No Compare - - % -
Nuveen Balanced Stock And Bond Fund (Nuveen Investment Trust) Flexible Portfolio 0.00 % 2008-11-28 200 $3,994 $0 0.00 % No Compare - - % -
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core 0.00 % 2008-11-28 None - - - % Sold All -70,342 -100.00 % $0
Davis Financial Fund (Davis Series Inc) Financial Services 0.00 % 2008-11-28 None - - - % Sold All -88,200 -100.00 % $0
Spdr Dj Wilshire Large Cap Etf (Streettracks Series Trust) Large-Cap Core 4.38 % 2008-11-26 7 $140 $4 2.56 % New Holding 7 100.00 % $4
International Real Estate Portfolio (Morgan Stanley Institutional Fund Inc) Real Estate 2.23 % 2008-11-26 None - - - % Sold All -1,300 -100.00 % $-650
Eqoppenheimer Main Street Small Cap Portfolio (Eq Advisors Trust) Small-Cap Core 6.08 % 2008-11-26 None - - - % Sold All -20 -100.00 % $-10
Eqoppenheimer Main Street Opportunity Portfolio (Eq Advisors Trust) Specialty & Misc 4.91 % 2008-11-26 None - - - % Sold All -30 -100.00 % $-15
Oppenheimer Main Street Fundva (Oppenheimer Variable Account Funds) Specialty & Misc 1.89 % 2008-11-26 None - - - % Sold All -2 -100.00 % $-1
Massmutual Select Mid Cap Growth Equity Ii Fund (Massmutual Select Funds) Mid-Cap Growth 5.83 % 2008-11-26 None - - - % Sold All -2,160 -100.00 % $-1,080
Spdr Dj Wilshire Large Cap Value Etf (Streettracks Series Trust) Large-Cap Value 4.87 % 2008-11-26 190 $3,794 $95 2.56 % New Holding 190 100.00 % $95
Spdr Dj Wilshire Mid Cap Etf (Streettracks Series Trust) Mid-Cap Core 5.82 % 2008-11-26 187 $3,734 $94 2.56 % New Holding 187 100.00 % $94
Balanced Portfolio (Northwestern Mutual Series Fund Inc) Flexible Portfolio 4.87 % 2008-11-26 5,000 $99,850 $2,500 2.56 % New Holding 5,000 100.00 % $2,500
Smid Cap Portfolio (Smid Cap Portfolio) Small-Cap Core 5.50 % 2008-11-26 4,376 $87,389 $2,188 2.56 % Added More 500 12.89 % $250
Balanced Portfolio (Vanguard Variable Insurance Funds) Flexible Portfolio 5.10 % 2008-11-26 3,396 $67,818 $1,698 2.56 % Added More 110 3.34 % $55
Spdr Dj Wilshire Mid Cap Value Etf (Streettracks Series Trust) Mid-Cap Value 5.38 % 2008-11-26 170 $3,395 $85 2.56 % New Holding 170 100.00 % $85
Vanguard Institutional Index Fund (Vanguard Institutional Index Funds) Specialty & Misc 4.69 % 2008-11-26 6,827 $136,335 $3,414 2.56 % No Compare - - % -
Massmutual Select Large Cap Value Fund (Massmutual Select Funds) Large-Cap Core 4.67 % 2008-11-26 2,220 $44,333 $1,110 2.56 % Sold Some -270 -10.84 % $-135
Financial Services Fund (Rydex Variable Trust) Specialty & Misc 6.41 % 2008-11-26 140 $2,796 $70 2.56 % No Compare - - % -
Eqdavis New York Venture Portfolio (Eq Advisors Trust) Specialty & Misc 4.18 % 2008-11-26 2,547 $50,864 $1,274 2.56 % Added More 230 9.92 % $115
Schwab Fundamental Us Large Company Index Fund (Schwab Capital Trust) Large-Cap Core 5.28 % 2008-11-26 613 $12,242 $307 2.56 % No Compare - - % -
Dws Davis Venture Value Vip (Dws Variable Series Ii) Multi-Cap Value 4.41 % 2008-11-26 460 $9,186 $230 2.56 % Sold Some -20 -4.16 % $-10
Massmutual Select Small Company Value Fund (Massmutual Select Funds) Small-Cap Core 6.44 % 2008-11-26 4,700 $93,859 $2,350 2.56 % Added More 200 4.44 % $100
Eqariel Appreciation Ii Portfolio (Eq Advisors Trust) Specialty & Misc 6.28 % 2008-11-26 3,500 $69,895 $1,750 2.56 % New Holding 3,500 100.00 % $1,750
Sc Davis Venture Value Fund (Sun Capital Advisers Trust) Multi-Cap Value 4.49 % 2008-11-26 240 $4,793 $120 2.56 % Added More 100 71.42 % $50
Friedman Billings Ramsey Group Inc Institution 6.25 % 2008-11-26 255,400 $5,100,338 $127,700 2.56 % No Change 0 0 % -
Glenmede Trust Co Na Institution 4.35 % 2008-11-26 10,402 $207,728 $5,201 2.56 % Sold Some -1,576 -13.15 % $-788
Special Opportunities Equity Fund (Bb And T Funds) Multi-Cap Growth 5.60 % 2008-11-26 25,700 $513,229 $12,850 2.56 % No Compare - - % -
Fimco Select Fund (Professionally Managed Portfolios) Multi-Cap Core 3.41 % 2008-11-26 1,600 $31,952 $800 2.56 % No Compare - - % -
Eqalliancebernstein Value Portfolio (Eq Advisors Trust) Multi-Cap Value 5.42 % 2008-11-26 4,451 $88,886 $2,226 2.56 % Sold Some -149 -3.23 % $-75
Stock Index Fund (Tiaa Cref Life Fund) Specialty & Misc 4.47 % 2008-11-25 116 $2,317 $58 2.56 % No Change 0 0 % -
Torray Institutional Fund (Torray Fund) Specialty & Misc 6.44 % 2008-11-25 None - - - % Sold All -1,600 -100.00 % $-800
Stock Index Account (Tiaa Separate Account Va 1) Specialty & Misc 4.47 % 2008-11-25 608 $12,142 $304 2.56 % No Compare - - % -
Ariel Appreciation Fund (Ariel Investment Trust) Specialty & Misc 6.10 % 2008-11-25 99,100 $1,979,027 $49,550 2.56 % No Compare - - % -
Oppenheimer Main Street Small Cap Fund (Oppenheimer Main Street Small Cap Fund) Small-Cap Core 1.80 % 2008-11-25 None - - - % Sold All -200 -100.00 % $-100
Columbia Acorn Usa (Columbia Acorn Trust) Specialty & Misc 6.40 % 2008-11-25 14,000 $279,580 $7,000 2.56 % No Compare - - % -
Columbia Acorn Select (Columbia Acorn Trust) Specialty & Misc 6.10 % 2008-11-25 111,600 $2,228,652 $55,800 2.56 % No Compare - - % -
Madison Mosaic Investors Fund (Madison Mosaic Equity Trust) Specialty & Misc 5.96 % 2008-11-25 18,824 $375,915 $9,412 2.56 % No Compare - - % -
Bnp Paribas Arbitrage Sa Institution 4.92 % 2008-11-25 None - - - % Sold All -605 -100.00 % $-303
Torray Fund (Torray Fund) Large-Cap Core 6.32 % 2008-11-25 None - - - % Sold All -42,447 -100.00 % $-21,224
Income Stock Fund (Usaa Mutual Funds Trust) Equity Income 12.30 % 2008-11-24 100 $1,997 $134 7.19 % No Compare - - % -
Mml Mid Cap Growth Fund (Mml Series Investment Fund) Mid-Cap Growth 13.56 % 2008-11-24 None - - - % Sold All -200 -100.00 % $-268
Growth Fund (Usaa Mutual Funds Trust) Multi-Cap Growth 7.09 % 2008-11-24 None - - - % Sold All -1,000 -100.00 % $-1,340
Mml Small Cap Equity Fund (Mml Series Investment Fund Ii) Small-Cap Core 15.18 % 2008-11-24 None - - - % Sold All -30 -100.00 % $-40
Mml Large Cap Value Fund (Mml Series Investment Fund) Large-Cap Value 16.28 % 2008-11-24 495 $9,885 $663 7.19 % No Change 0 0 % -
Kiewit Investment Fund Lllp Institution 18.90 % 2008-11-21 43 $859 $85 10.94 % No Compare - - % -
Shaker Fund (Forum Funds) Specialty & Misc 19.79 % 2008-11-21 8,500 $169,745 $16,745 10.94 % New Holding 8,500 100.00 % $16,745
California Public Employees Retirement System Institution 18.41 % 2008-11-21 30,982 $618,711 $61,035 10.94 % Sold Some -2,190 -6.60 % $-4,314
Longleaf Partners Fund (Longleaf Partners Funds Trust) Specialty & Misc 18.61 % 2008-11-21 357,549 $7,140,254 $704,372 10.94 % New Holding 357,549 100.00 % $704,372
Mma Praxis Core Stock Fund (Mma Praxis Mutual Funds) Large-Cap Core 23.73 % 2008-11-20 590 $11,782 $1,162 10.94 % No Compare - - % -
Mma Praxis Value Index Fund (Mma Praxis Mutual Funds) Large-Cap Value 21.14 % 2008-11-20 189 $3,774 $372 10.94 % Sold Some -590 -75.73 % $-1,162
Goldman Sachs Group Inc Institution 3.96 % 2008-11-19 11,146 $222,586 $-4,681 -2.05 % Added More 5,128 85.21 % $-2,154
Jane Street Holding Llc Institution 7.10 % 2008-11-18 None - - - % Sold All -700 -100.00 % $294
Norges Bank Institution 2.58 % 2008-11-17 43,886 $876,403 $4,827 0.55 % Added More 3,088 7.56 % $340
United American Securities Inc D Institution 4.58 % 2008-11-17 1,058 $21,128 $116 0.55 % New Holding 1,058 100.00 % $116
Adage Capital Partners Gp Llc Institution 1.53 % 2008-11-17 2,800 $55,916 $308 0.55 % New Holding 2,800 100.00 % $308
Us Bancorp De Institution 3.17 % 2008-11-17 412 $8,228 $45 0.55 % Sold Some -8 -1.90 % $-1
Morgan Stanley Institution 1.80 % 2008-11-14 22,559 $450,503 $2,481 0.55 % Added More 7,171 46.60 % $789
Irish Life Investment Managers Institution 2.27 % 2008-11-14 2,609 $52,102 $287 0.55 % New Holding 2,609 100.00 % $287
Schwartz Investment Counsel Inc Institution 3.68 % 2008-11-14 3,689 $73,669 $406 0.55 % Sold Some -976 -20.92 % $-107
Wells Fargo And Co Institution 2.73 % 2008-11-14 45,703 $912,689 $5,027 0.55 % Added More 8,255 22.04 % $908
Geode Capital Management Llc Institution 2.58 % 2008-11-14 15,627 $312,071 $1,719 0.55 % No Change 0 0 % -
Fifth Third Bancorp Institution 2.55 % 2008-11-14 343 $6,850 $38 0.55 % Added More 148 75.89 % $16
Axa Institution 2.24 % 2008-11-14 2,442 $48,767 $269 0.55 % Added More 230 10.39 % $25
Highbridge Capital Management Llc Institution 2.22 % 2008-11-14 617 $12,321 $68 0.55 % New Holding 617 100.00 % $68
Capital Fund Management S A Institution 3.54 % 2008-11-14 None - - - % Sold All -1,400 -100.00 % $-154
Akre Capital Management Llc Institution 6.59 % 2008-11-14 402,933 $8,046,572 $44,323 0.55 % Sold Some -11,818 -2.84 % $-1,300
Ing Groep Nv Institution 2.31 % 2008-11-14 930 $18,572 $102 0.55 % No Compare - - % -
Rr Partners Lp Institution 2.40 % 2008-11-14 15,300 $305,541 $1,683 0.55 % No Change 0 0 % -
Atlanta Capital Management Co L L C Institution 2.51 % 2008-11-14 43,048 $859,669 $4,735 0.55 % Added More 942 2.23 % $104
Capstone Investment Advisors Llc Institution 1.30 % 2008-11-14 None - - - % Sold All -100 -100.00 % $-11
Hsbc Holdings Plc Institution 1.87 % 2008-11-14 1,988 $39,700 $219 0.55 % Added More 488 32.53 % $54
Sac Capital Advisors Llc Institution 0.49 % 2008-11-14 656 $13,100 $72 0.55 % No Compare - - % -
Analytic Investors Inc Institution 3.30 % 2008-11-14 14,894 $297,433 $1,638 0.55 % Sold Some -2,601 -14.86 % $-286
Gardner Russo And Gardner Institution 2.92 % 2008-11-14 69,834 $1,394,585 $7,682 0.55 % Sold Some -175 -0.24 % $-19
Citigroup Inc Institution 2.63 % 2008-11-14 12,707 $253,759 $1,398 0.55 % Added More 6,584 107.52 % $724
American International Group Inc Institution 2.51 % 2008-11-14 578 $11,543 $64 0.55 % Sold Some -23 -3.82 % $-3
Fmr Corp Institution 2.08 % 2008-11-14 1,900 $37,943 $209 0.55 % New Holding 1,900 100.00 % $209
New York State Common Retirement Fund Institution 2.62 % 2008-11-14 7,533 $150,434 $829 0.55 % No Change 0 0 % -
Southeastern Asset Management Inc Institution 2.80 % 2008-11-14 6,231 $124,433 $685 0.55 % No Change 0 0 % -
Susquehanna International Group Llp Institution 1.29 % 2008-11-14 2,257 $45,072 $248 0.55 % No Compare - - % -
Select Equity Group Inc Institution 1.58 % 2008-11-14 16,992 $339,330 $1,869 0.55 % New Holding 16,992 100.00 % $1,869
Oppenheimer Funds Inc Institution 2.97 % 2008-11-14 None - - - % Sold All -1,500 -100.00 % $-165
Pnc Financial Services Group Inc Institution 3.09 % 2008-11-14 44 $879 $5 0.55 % No Change 0 0 % -
American Independence Financial Services Llc Institution 3.33 % 2008-11-14 63 $1,258 $7 0.55 % No Change 0 0 % -
Ruane Cunniff And Goldfarb Inc Institution 4.93 % 2008-11-14 613 $12,242 $67 0.55 % New Holding 613 100.00 % $67
Janus Capital Management Llc Institution 2.34 % 2008-11-14 6,717 $134,138 $739 0.55 % Sold Some -6,300 -48.39 % $-693
Tiaa Cref Investment Management Llc Institution 2.60 % 2008-11-14 46,821 $935,015 $5,150 0.55 % Sold Some -2,570 -5.20 % $-283
Mason Street Advisors Llc Institution 2.33 % 2008-11-14 5,000 $99,850 $550 0.55 % Added More 200 4.16 % $22
Caxton Associates Llc Institution 0.63 % 2008-11-14 None - - - % Sold All -1,304 -100.00 % $-143
Chesapeake Asset Management Llc Institution 3.32 % 2008-11-14 None - - - % Sold All -550 -100.00 % $-61
Grantham Mayo Van Otterloo And Co Llc Institution 2.64 % 2008-11-14 2,010 $40,140 $221 0.55 % Sold Some -790 -28.21 % $-87
Renaissance Technologies Corp Institution 2.14 % 2008-11-14 237,100 $4,734,887 $26,081 0.55 % Sold Some -44,800 -15.89 % $-4,928
Ariel Capital Management Llc Institution 4.18 % 2008-11-14 478,323 $9,552,110 $52,616 0.55 % Sold Some -204,314 -29.93 % $-22,475
Bank Of America Corp Institution 2.80 % 2008-11-14 17,504 $349,555 $1,925 0.55 % Added More 11,841 209.09 % $1,303
Eubel Brady And Suttman Asset Management Inc Institution 4.79 % 2008-11-14 980 $19,571 $108 0.55 % Added More 10 1.03 % $1
Rapidan Capital Llc Institution -0.39 % 2008-11-14 27,005 $539,290 $2,971 0.55 % No Change 0 0 % -
Silvercrest Asset Management Group Llc Institution 3.03 % 2008-11-14 1,150 $22,966 $127 0.55 % No Change 0 0 % -
Teachers Advisors Inc Institution 2.63 % 2008-11-14 4,730 $94,458 $520 0.55 % Added More 270 6.05 % $30
Ing Investments Llc Institution 2.75 % 2008-11-14 None - - - % Sold All -5,230 -100.00 % $-575
Barclays Plc Institution 2.92 % 2008-11-14 39,119 $781,206 $4,303 0.55 % No Change 0 0 % -
Rbc Dain Rauscher Inc Institution 0.82 % 2008-11-14 8,906 $177,853 $980 0.55 % Added More 305 3.54 % $34
Suntrust Banks Inc Institution 2.91 % 2008-11-14 2,581 $51,543 $284 0.55 % Added More 8 0.31 % $1
Hartford Investment Management Co Institution 2.19 % 2008-11-14 1,190 $23,764 $131 0.55 % Sold Some -20 -1.65 % $-2
Farley Capital Lp Institution 3.19 % 2008-11-14 None - - - % Sold All -20,000 -100.00 % $-2,200
Rbc Dominion Securities Inc Institution -2.18 % 2008-11-14 1,911 $38,163 $210 0.55 % Added More 66 3.57 % $7
Principal Financial Group Inc Institution 2.68 % 2008-11-14 112,243 $2,241,493 $12,347 0.55 % Sold Some -340 -0.30 % $-37
Price T Rowe Associates Inc Institution 2.31 % 2008-11-14 332,453 $6,639,086 $36,570 0.55 % Added More 10,320 3.20 % $1,135
Rbc Capital Markets Arbitrage S A Institution 2.78 % 2008-11-14 116 $2,317 $13 0.55 % Sold Some -473 -80.30 % $-52
Ironbridge Capital Management Llc Institution 4.10 % 2008-11-14 53,879 $1,075,964 $5,927 0.55 % New Holding 53,879 100.00 % $5,927
Aegis Financial Corp Institution -4.53 % 2008-11-14 650 $12,981 $72 0.55 % New Holding 650 100.00 % $72
Edgemoor Capital Management Inc Institution 2.73 % 2008-11-14 1,420 $28,357 $156 0.55 % No Change 0 0 % -
Citadel L P Institution 2.60 % 2008-11-14 584 $11,662 $64 0.55 % New Holding 584 100.00 % $64
Placemark Investments Inc Institution 1.89 % 2008-11-14 6,601 $131,822 $726 0.55 % Added More 984 17.51 % $108
Kinetics Asset Management Inc Institution 0.00 % 2008-11-13 204,683 $4,087,520 $-98,248 -2.34 % No Compare - - % -
First Mercantile Trust Co Institution -4.49 % 2008-11-13 None - - - % Sold All -94 -100.00 % $45
Timessquare Capital Management Llc Institution 4.69 % 2008-11-13 None - - - % Sold All -102,654 -100.00 % $49,274
Mfc Global Investment Management Usa Ltd Institution 13.19 % 2008-11-13 None - - - % Sold All -430 -100.00 % $206
J P Morgan Chase And Co Institution 5.28 % 2008-11-13 10,145 $202,596 $-4,870 -2.34 % Added More 8,278 443.38 % $-3,973
Aviva Plc Institution 4.28 % 2008-11-13 3,109 $62,087 $-1,492 -2.34 % Added More 1,424 84.51 % $-684
Legg Mason Trust Company National Association Institution 4.40 % 2008-11-13 525 $10,484 $-252 -2.34 % No Change 0 0 % -
Brandywine Asset Management Llc Institution 5.03 % 2008-11-13 220 $4,393 $-106 -2.34 % No Change 0 0 % -
Davis Selected Advisers Institution 5.03 % 2008-11-13 469,603 $9,377,972 $-225,409 -2.34 % Sold Some -19,754 -4.03 % $9,482
Ubs Ag Institution 4.42 % 2008-11-13 4,175 $83,375 $-2,004 -2.34 % Added More 2,760 195.05 % $-1,325
Ubs Global Asset Management Americas Inc Institution 4.68 % 2008-11-13 1,400 $27,958 $-672 -2.34 % Sold Some -1,400 -50.00 % $672
Amvescap Plc Institution 3.20 % 2008-11-13 5,799 $115,806 $-2,784 -2.34 % Added More 285 5.16 % $-137
Northern Trust Co Of Connecticut Institution 4.36 % 2008-11-13 926 $18,492 $-444 -2.34 % Sold Some -1,156 -55.52 % $555
Thales Fund Management Llc Institution 3.87 % 2008-11-13 10 $200 $-5 -2.34 % No Change 0 0 % -
Zeliff Wallace Jackson Investment Counsel Inc Institution 4.47 % 2008-11-13 11,570 $231,053 $-5,554 -2.34 % Sold Some -4,460 -27.82 % $2,141
Credit Suisse Institution 3.53 % 2008-11-13 8,586 $171,462 $-4,121 -2.34 % Added More 2,761 47.39 % $-1,325
Managed Account Advisors Llc Institution 4.39 % 2008-11-13 875 $17,474 $-420 -2.34 % Added More 538 159.64 % $-258
Legg Mason Investment Counsel Llc Institution 5.32 % 2008-11-13 100 $1,997 $-48 -2.34 % No Change 0 0 % -
Davenport And Co Llc Institution 4.33 % 2008-11-13 46,019 $918,999 $-22,089 -2.34 % Sold Some -1,420 -2.99 % $682
Clearbridge Advisors Llc Institution 3.50 % 2008-11-13 300 $5,991 $-144 -2.34 % Sold Some -300 -50.00 % $144
Td Asset Management Inc Institution 0.36 % 2008-11-13 1,994 $39,820 $-957 -2.34 % No Change 0 0 % -
World Asset Management Inc Institution 4.78 % 2008-11-13 1,438 $28,717 $-690 -2.34 % Added More 153 11.90 % $-73
First Quadrant L P Institution 5.03 % 2008-11-13 3,700 $73,889 $-1,776 -2.34 % Added More 2,400 184.61 % $-1,152
Merrill Lynch And Co Inc Institution 3.90 % 2008-11-13 15,598 $311,492 $-7,487 -2.34 % Added More 1,551 11.04 % $-744
Northern Trust Corp Institution 5.07 % 2008-11-13 30,879 $616,654 $-14,822 -2.34 % Added More 123 0.39 % $-59
Frontier Investment Mgmt Co Institution 4.34 % 2008-11-13 14,014 $279,860 $-6,727 -2.34 % Sold Some -553 -3.79 % $265
Croft Leominster Inc Institution 6.56 % 2008-11-13 1,660 $33,150 $-797 -2.34 % No Change 0 0 % -
Wilmington Trust Co Institution 5.60 % 2008-11-13 920 $18,372 $-442 -2.34 % Sold Some -55 -5.64 % $26
Morgan Asset Management Inc Institution 6.21 % 2008-11-13 4,056 $80,998 $-1,947 -2.34 % Added More 99 2.50 % $-48
Allen Operations Llc Institution 5.38 % 2008-11-12 None - - - % Sold All -3,600 -100.00 % $1,728
Legal And General Group Plc Institution 4.63 % 2008-11-12 33,322 $665,440 $-15,995 -2.34 % Added More 2,436 7.88 % $-1,169
Rbc Private Counsel Usa Inc Institution -0.70 % 2008-11-12 60 $1,198 $-29 -2.34 % Added More 45 300.00 % $-22
Comerica Bank Institution -3.44 % 2008-11-12 1,088 $21,727 $-522 -2.34 % Added More 224 25.92 % $-108
Neuberger Berman Llc Institution 4.68 % 2008-11-12 1,460 $29,156 $-701 -2.34 % Sold Some -207 -12.41 % $99
Nomura Asset Management Co Ltd Institution 3.31 % 2008-11-12 6 $120 $-3 -2.34 % No Change 0 0 % -
First National Bank Of Omaha Institution 4.46 % 2008-11-12 10 $200 $-5 -2.34 % New Holding 10 100.00 % $-5
Royce And Associates Llc Institution 5.33 % 2008-11-12 85,100 $1,699,447 $-40,848 -2.34 % Added More 5,405 6.78 % $-2,594
Padco Advisors Ii Inc Institution 4.74 % 2008-11-12 140 $2,796 $-67 -2.34 % Added More 20 16.66 % $-10
Research Affiliates Llc Institution 5.06 % 2008-11-12 7,610 $151,972 $-3,653 -2.34 % Added More 1,024 15.54 % $-492
Barclays Global Investors Uk Holdings Ltd Institution 4.74 % 2008-11-12 266,432 $5,320,647 $-127,887 -2.34 % Added More 4,113 1.56 % $-1,974
Proshare Advisors Llc Institution 3.73 % 2008-11-12 11,139 $222,446 $-5,347 -2.34 % Added More 4,790 75.44 % $-2,299
Nbt Bank N A Institution 5.84 % 2008-11-12 25 $499 $-12 -2.34 % No Change 0 0 % -
Torray Llc Institution 5.89 % 2008-11-12 None - - - % Sold All -44,047 -100.00 % $21,143
State Of Wisconsin Investment Board Institution 4.61 % 2008-11-12 795 $15,876 $-382 -2.34 % New Holding 795 100.00 % $-382
Padco Advisors Inc Institution 4.47 % 2008-11-12 160 $3,195 $-77 -2.34 % Added More 70 77.77 % $-34
Synovus Financial Corp Institution 10.78 % 2008-11-12 100 $1,997 $-48 -2.34 % No Change 0 0 % -
Baillie Gifford And Co Institution 4.85 % 2008-11-12 164,297 $3,281,011 $-78,863 -2.34 % Added More 9,800 6.34 % $-4,704
Federated Investors Inc Institution 4.64 % 2008-11-12 None - - - % Sold All -29,325 -100.00 % $14,076
Schwartz Value Fund (Schwartz Investment Trust) Multi-Cap Value 3.97 % 2008-11-10 None - - - % Sold All -1,750 -100.00 % $1,243
King Luther Capital Management Corp Institution -3.50 % 2008-11-10 1,550 $30,954 $-1,101 -3.43 % Sold Some -200 -11.42 % $142
Columbia Wanger Asset Management Lp Institution -3.48 % 2008-11-10 125,000 $2,496,250 $-88,750 -3.43 % No Compare - - % -
Regions Financial Corp Institution -1.42 % 2008-11-10 1,740 $34,748 $-1,235 -3.43 % Added More 426 32.42 % $-302
Timucuan Asset Management Inc Institution -0.07 % 2008-11-10 73,017 $1,458,149 $-51,842 -3.43 % Sold Some -685 -0.92 % $486
Ameriprise Financial Inc Institution -2.77 % 2008-11-10 4,055 $80,978 $-2,879 -3.43 % Added More 192 4.97 % $-136
Eaton Vance Management Institution -1.72 % 2008-11-10 11,640 $232,451 $-8,264 -3.43 % Added More 10,167 690.22 % $-7,219
Ave Maria Opportunity Fund (Schwartz Investment Trust) Specialty & Misc -4.17 % 2008-11-10 None - - - % Sold All -700 -100.00 % $497
Virginia Retirement Systems Et Al Institution -2.43 % 2008-11-10 None - - - % Sold All -932 -100.00 % $662
Ishares Morningstar Mid Core Index Fund (Ishares Trust) Mid-Cap Core -5.78 % 2008-11-07 1,286 $25,681 $-784 -2.96 % No Compare - - % -
Findlay Park Partners Llp Institution -5.37 % 2008-11-07 15,000 $299,550 $-9,150 -2.96 % No Change 0 0 % -
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -5.72 % 2008-11-07 6 $120 $-4 -2.96 % No Change 0 0 % -
Claymoresabrient Defender Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -2.62 % 2008-11-07 None - - - % Sold All -414 -100.00 % $253
Schwab 1000 Index Fund (Schwab Investments) Multi-Cap Core -3.84 % 2008-11-07 4,931 $98,472 $-3,008 -2.96 % No Compare - - % -
Commerce Bank N A Institution -2.35 % 2008-11-07 1,010 $20,170 $-616 -2.96 % Sold Some -50 -4.71 % $31
Veritable L P Institution -3.09 % 2008-11-07 625 $12,481 $-381 -2.96 % No Change 0 0 % -
California State Teachers Retirement System Institution -3.70 % 2008-11-07 16,211 $323,734 $-9,889 -2.96 % Sold Some -700 -4.13 % $427
Schwab Charles Investment Management Inc Institution -1.49 % 2008-11-06 5,844 $116,705 $-3,039 -2.53 % No Change 0 0 % -
Bruni J V And Co Co Institution -5.66 % 2008-11-06 27,897 $557,103 $-14,506 -2.53 % Added More 2,989 12.00 % $-1,554
Baird Robert W And Co Inc Institution -1.10 % 2008-11-06 855 $17,074 $-445 -2.53 % No Compare - - % -
Ixis Asset Management Advisors L P Institution -2.80 % 2008-11-06 2,634 $52,601 $-1,370 -2.53 % New Holding 2,634 100.00 % $-1,370
Wisdomtree Diefa Fund (Wisdomtree Trust) Specialty & Misc -0.66 % 2008-11-06 60 $1,198 $-31 -2.53 % No Compare - - % -
Ghp Investment Advisors Inc Institution 0.22 % 2008-11-06 400 $7,988 $-208 -2.53 % No Change 0 0 % -
Wisdomtree Total Earnings Fund (Wisdomtree Trust) Specialty & Misc -0.89 % 2008-11-06 22 $439 $-11 -2.53 % No Compare - - % -
Vanguard Group Inc Institution -1.69 % 2008-11-06 268,113 $5,354,217 $-139,419 -2.53 % Added More 173,573 183.59 % $-90,258
Wisdomtree Midcap Earnings Fund (Wisdomtree Trust) Mid-Cap Core -2.66 % 2008-11-06 274 $5,472 $-142 -2.53 % No Compare - - % -
Madison Investment Advisors Inc Institution -6.64 % 2008-11-05 173,802 $3,470,826 $-45,189 -1.28 % Added More 27,339 18.66 % $-7,108
Ing Investment Management Co Institution -5.72 % 2008-11-05 480 $9,586 $-125 -1.28 % Added More 100 26.31 % $-26
London Co Of Virginia Institution -5.56 % 2008-11-05 253,695 $5,066,289 $-65,961 -1.28 % Added More 237,366 1453.64 % $-61,715
Davidson D A And Co Institution -6.99 % 2008-11-05 1,024 $20,449 $-266 -1.28 % Added More 452 79.02 % $-118
Tamro Capital Partners Llc Institution -8.94 % 2008-11-05 60 $1,198 $-16 -1.28 % New Holding 60 100.00 % $-16
Avenir Corp Institution -6.96 % 2008-11-05 98,085 $1,958,757 $-25,502 -1.28 % Added More 2,948 3.09 % $-766
Yacktman Asset Management Co Institution -6.29 % 2008-11-04 1,760 $35,147 $-1,302 -3.57 % No Change 0 0 % -
Shell Asset Management Co Institution -12.76 % 2008-11-04 None - - - % Sold All -72 -100.00 % $53
Gmo Value Fund (Gmo Trust) Multi-Cap Value -11.97 % 2008-11-04 None - - - % Sold All -300 -100.00 % $222
Strs Ohio Institution -8.06 % 2008-11-03 100 $1,997 $-59 -2.86 % Sold Some -9,620 -98.97 % $5,676
Wedbush Morgan Securities Inc Institution -11.69 % 2008-11-03 3,923 $78,342 $-2,315 -2.86 % Added More 725 22.67 % $-428
M And T Bank Corp Institution -6.70 % 2008-11-03 10,850 $216,675 $-6,402 -2.86 % Sold Some -100 -0.91 % $59
Scott And Stringfellow Financial Inc Institution -12.40 % 2008-11-03 58,734 $1,172,918 $-34,653 -2.86 % Added More 6,671 12.81 % $-3,936
Russell Frank Co Institution -9.49 % 2008-11-03 1,100 $21,967 $-649 -2.86 % No Change 0 0 % -
Prudential Financial Inc Institution -7.31 % 2008-11-03 1,900 $37,943 $-1,121 -2.86 % New Holding 1,900 100.00 % $-1,121
Putnam Fl Investment Management Co Institution -6.99 % 2008-11-03 1,025 $20,469 $-605 -2.86 % Added More 150 17.14 % $-89
Huntington National Bank Institution -6.93 % 2008-10-31 629 $12,561 $-296 -2.29 % No Change 0 0 % -
Insurance Portfolio (Fidelity Select Portfolios) Financial Services -11.72 % 2008-10-31 1,900 $37,943 $-893 -2.29 % New Holding 1,900 100.00 % $-893
Nisa Investment Advisors L L C Institution -7.38 % 2008-10-31 1,800 $35,946 $-846 -2.29 % No Change 0 0 % -
Pitcairn Group L P Institution -8.01 % 2008-10-31 2,788 $55,676 $-1,310 -2.29 % Sold Some -110 -3.79 % $52
Bank Of New York Mellon Corp Institution -8.03 % 2008-10-31 44,209 $882,854 $-20,778 -2.29 % Added More 2,865 6.92 % $-1,347
Blackrock Group Ltd Institution -3.28 % 2008-10-30 1,068 $21,328 $-246 -1.13 % Sold Some -136 -11.29 % $31
International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) International Small-M ... -6.14 % 2008-10-30 2,000 $39,940 $-460 -1.13 % Sold Some -1,100 -35.48 % $253
State Board Of Administration Of Florida Retirement System Institution -6.23 % 2008-10-30 26,565 $530,503 $-6,110 -1.13 % No Change 0 0 % -
Blackrock Advisors Llc Institution -6.91 % 2008-10-30 479 $9,566 $-110 -1.13 % No Change 0 0 % -
Siit Large Cap Fund (Sei Institutional Investments Trust) Large-Cap Core -6.58 % 2008-10-30 479 $9,566 $-110 -1.13 % No Compare - - % -
Private Trust Co Na Institution -4.94 % 2008-10-30 50 $999 $-12 -1.13 % No Change 0 0 % -
Blackrock Investment Management Llc Institution -5.74 % 2008-10-30 9,791 $195,526 $-2,252 -1.13 % Sold Some -27 -0.27 % $6
Dimensional Fund Advisors Inc Institution -8.10 % 2008-10-30 15,962 $318,761 $-3,671 -1.13 % Added More 1,109 7.46 % $-255
Eagle Asset Management Inc Institution -6.50 % 2008-10-30 74,516 $1,488,085 $-17,139 -1.13 % New Holding 74,516 100.00 % $-17,139
Regions Morgan Keegan Select Mid Cap Value Fund (Regions Morgan Keegan Select Funds) Multi-Cap Core -4.12 % 2008-10-30 4,056 $80,998 $-933 -1.13 % No Compare - - % -
Peapack Gladstone Financial Corp Institution -1.14 % 2008-10-29 50 $999 $-3 -0.29 % New Holding 50 100.00 % $-3
Hermes Investment Management Ltd Institution -1.96 % 2008-10-28 16,500 $329,505 $1,155 0.35 % No Change 0 0 % -
Financial Architects Inc Institution -2.43 % 2008-10-28 6 $120 $0 0.35 % Sold Some -4 -40.00 % $0
Parametric Portfolio Associates Institution -3.77 % 2008-10-28 18,872 $376,874 $1,321 0.35 % Added More 2,797 17.39 % $196
Value Line Inc Institution -1.89 % 2008-10-28 4,100 $81,877 $287 0.35 % No Change 0 0 % -
Public Employees Retirement System Of Ohio Institution 5.15 % 2008-10-27 13,751 $274,607 $5,363 1.99 % Added More 254 1.88 % $99
Vanguard Ftse Social Index Fund (Vanguard World Fund) Large-Cap Core -2.96 % 2008-10-24 1,187 $23,704 $665 2.88 % No Compare - - % -
Vanguard Financials Index Fund (Vanguard World Fund) Specialty & Misc -7.65 % 2008-10-24 3,198 $63,864 $1,791 2.88 % No Compare - - % -
First National Bank Of Mount Dora Trust Investment Services Institution -3.04 % 2008-10-23 25 $499 $17 3.47 % No Change 0 0 % -
Greenbrier Partners Ltd Institution -0.29 % 2008-10-22 20,000 $399,400 $16,000 4.17 % No Change 0 0 % -
Fenimore Asset Management Inc Institution -2.10 % 2008-10-22 150,195 $2,999,394 $120,156 4.17 % Sold Some -1,528 -1.00 % $-1,222
Royal London Asset Management Ltd Institution -8.98 % 2008-10-20 1,389 $27,738 $1,070 4.01 % Added More 366 35.77 % $282
Maxim Series Fund Inc (Maxim Series Fund Inc) Specialty & Misc -6.53 % 2008-10-17 56,510 $1,128,505 $60,466 5.66 % Added More 555 0.99 % $594
Cambridge Investment Research Advisors Inc Institution % 2008-10-14 575 % New Holding 575 100.00 %
Steinberg Global Asset Management Institution % 2008-10-14 5,764 % Added More 247 4.47 %
Public Employees Retirement Association Of Colorado Institution % 2008-10-14 14,200 % No Change 0 0 % -
Bb And T Asset Management Llc Institution -6.02 % 2008-10-09 29,524 $589,594 $61,410 11.62 % Sold Some -1,795 -5.73 % $-3,734
First Trust Energy Alphadex Fund (First Trust Exchange-Traded Alphadex Fund) Specialty & Misc -5.85 % 2008-10-09 30 $599 $62 11.62 % Added More 3 11.11 % $6
Channing Capital Management Llc Institution -9.15 % 2008-10-09 49,804 $994,586 $103,592 11.62 % Added More 4,883 10.87 % $10,157
Harris Financial Corp Institution -15.62 % 2008-10-07 None - - - % Sold All -1,260 -100.00 % $-1,537
Central Bank And Trust Co Institution -12.36 % 2008-10-06 150 $2,996 $183 6.50 % No Change 0 0 % -
Neville Rodie And Shaw Inc Institution -14.41 % 2008-10-02 7,673 $153,230 $-4,067 -2.58 % Sold Some -20 -0.25 % $11
Vanguard European Stock Index Fund (Vanguard International Equity Index Funds) European Region -23.71 % 2008-09-29 19 $379 $1 0.30 % New Holding 19 100.00 % $1
Powershares Dynamic Mid Cap Portfolio (Powershares Exchange Traded Fund Trust) Mid-Cap Core -25.69 % 2008-09-29 167 $3,335 $10 0.30 % No Compare - - % -
None (Morgan Stanley Small Mid Special Value Fund) Specialty & Misc -27.59 % 2008-09-29 8,330 $166,350 $500 0.30 % No Compare - - % -
Powershares Dynamic Financial Sector Portfolio (Powershares Exchange Traded Fund Trust) Specialty & Misc -15.80 % 2008-09-29 783 $15,637 $47 0.30 % No Compare - - % -
Tax Managed Mid Cap Core Portfolio (Tax Managed Mid Cap Core Portfolio) Mid-Cap Core -24.12 % 2008-09-29 2,300 $45,931 $138 0.30 % No Change 0 0 % -
Powershares Dynamic Deep Value Portfolio (Powershares Exchange Traded Fund Trust) Multi-Cap Value -21.86 % 2008-09-29 241 $4,813 $14 0.30 % New Holding 241 100.00 % $14
Janus Adviser Balanced Fund (Janus Adviser Series) Mixed-Asset Target Al ... -26.80 % 2008-09-29 200 $3,994 $12 0.30 % Sold Some -100 -33.33 % $-6
Powershares Dynamic Magniquant Portfolio (Powershares Exchange Traded Fund Trust) Specialty & Misc -20.59 % 2008-09-29 741 $14,798 $44 0.30 % New Holding 741 100.00 % $44
Powershares Dynamic Mid Cap Value Portfolio (Powershares Exchange Traded Fund Trust) Mid-Cap Value -29.07 % 2008-09-29 1,157 $23,105 $69 0.30 % No Compare - - % -
Managers Small Cap Fund (Managers Trust I) Small-Cap Core -30.53 % 2008-09-26 None - - - % Sold All -1,525 -100.00 % $1,434
Special Growth Fund (Russell Investment Co) Small-Cap Core -34.82 % 2008-09-26 None - - - % Sold All -2,300 -100.00 % $2,162
Fbr Pegasus Fund (Fbr Funds) Multi-Cap Value -26.36 % 2008-09-25 255,400 $5,100,338 $-135,362 -2.58 % No Change 0 0 %