Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Director | May 12, 2014 | July 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MARKEL GROUP INC.
Report date May 12, 2014 · Filed July 14, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 185 |
Reported balance
Holding disclosure · report date 2014-05-12 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 185 F1: The shares held in the reporting person's 401(k) plan account had been inadvertently omitted from the reporting person's filing and from subsequent filings. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares held in the reporting person's 401(k) plan account had been inadvertently omitted from the reporting person's filing and from subsequent filings.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 17, 2023 Filed May 18, 2023 20:29 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000105 · wk-form4_1684441743.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,762.3133 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, May 17, 2024. Read SEC document |
| May 11, 2022 Filed May 13, 2022 21:23 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000081 · wf-form4_165247688471604.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640.3133 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 11, 2023. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:19 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000092 · wf-form4_162085436126251.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,511.3133 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 10, 2022. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:18 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000077 · wf-form4_158931831685550.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,408.3133 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 11, 2021. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000135 · wf-form4_155795226547775.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,262.3133 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 13, 2020. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 200 | $968.78 | $193,756.00 |
DisclosureSEC source: 0001096343-19-000083 · wf-form4_155233632147405.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,141.3133 Read SEC document |
| March 07, 2019 Filed Jul 14, 2023 21:22 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 100 | $968.78 | $96,878.00 |
DisclosureSEC source: 0001096343-23-000162 · wk-form4a_1689369708.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,226.3133 F1 · shares: This amendment corrects an error in the number of securities purchased. F2 · balance_after: Includes 185 shares previously held indirectly in a 401(k) plan account. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000102 · wf-form4_152650660157411.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,941.3133 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 14, 2019. Read SEC document |
| May 15, 2017 Filed May 16, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000085 · wf-form4_149497062213277.xml · nonDerivative · entry 1 Connell K Bruce · CIK 0001390138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831.3133 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 15, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.