Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | CHRO, Markel Insurance | December 15, 2022 | December 16, 2022 |
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 December 15, 2022 · Filed December 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 847.8472 |
Reported balance
After 2022-12-15 transaction · row 1
1 source rowRow 1 · 2022-12-15 · Other · Acquired 1.7361 · Balance 847.8472 F1: Shares acquired under the non-qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 38.665 |
Reported balance
Holding disclosure · report date 2022-12-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38.665 F2: The information reported herein is based on Markel Corporation 401(K) Plan balance as of September 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under the non-qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan.
F2: The information reported herein is based on Markel Corporation 401(K) Plan balance as of September 30, 2022.
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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 16, 2022 21:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.7361 | $1,152.00 | $1,999.99 |
DisclosureSEC source: 0001096343-22-000164 · wf-form4_167122630994650.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847.8472 F1 · shares: Shares acquired under the non-qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 34 | $1,315.34 | $44,721.56 |
DisclosureSEC source: 0001096343-22-000152 · wf-form4_167044906835840.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 846.1111 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:30 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.7664 | $1,132.23 | $1,999.97 |
DisclosureSEC source: 0001096343-22-000144 · wf-form4_166872062763208.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880.1111 F1 · shares: Shares acquired under the non-qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| October 14, 2022 Filed Oct 21, 2022 18:18 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.1507 | $1,020.24 | $1,173.99 |
DisclosureSEC source: 0001821643-22-000001 · primary_doc.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878.3447 F1 · shares: Shares acquired under the non-qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. F2 · balance_after: Includes 17.4838 shares of Common Stock purchased under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:56 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000022 · wf-form4_164513496086883.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 859.7102 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2024. Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 21:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 4.2296 | $1,148.95 | $4,859.59 |
DisclosureSEC source: 0001096343-22-000002 · wf-form4_164254170701232.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610.7102 F1 · shares: Shares acquired under the non-qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. F2 · balance_after: Includes 2.0952 shares of Common Stock acquired under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:48 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 27 | $1,249.50 | $33,736.50 |
DisclosureSEC source: 0001096343-21-000185 · wf-form4_163908647277984.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604.3854 F1 · balance_after: Includes 19.9055 shares of Common Stock purchased under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:15 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 267 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000021 · wf-form4_161368648698769.xml · nonDerivative · entry 1 Davies Susan L. · CIK 0001821643 · CHRO, Markel Insurance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611.4799 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2023. F2 · balance_after: Includes 8.5282 shares of Common Stock purchased under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. 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.