Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Pres. & COO, Insur. Operations | December 06, 2022 | December 07, 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 06, 2022 · Filed December 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,345.6121 |
Reported balance
After 2022-12-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-06 · Tax withholding · Disposed 347 · Balance 2,345.6121 F1: Includes 10.6121 shares of Common Stock purchased under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 28.847 |
Reported balance
Holding disclosure · report date 2022-12-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28.847 F2: Between December 31, 2021 and September 30, 2022, Mr. Cox acquired 6.8630 shares under the Markel Corporation 401(K) Plan. The information reported herein is based on the plan balance as of September 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10.6121 shares of Common Stock purchased under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan.
F2: Between December 31, 2021 and September 30, 2022, Mr. Cox acquired 6.8630 shares under the Markel Corporation 401(K) Plan. The information reported herein is based on the 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 06, 2022 Filed Dec 7, 2022 21:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 347 | $1,315.34 | $456,422.98 |
DisclosureSEC source: 0001096343-22-000148 · wf-form4_167044880793526.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,345.6121 F1 · balance_after: Includes 10.6121 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 22:48 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 669 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000031 · wf-form4_164513810262422.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,682 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 |
| December 07, 2021 Filed Dec 9, 2021 21:46 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 184 | $1,249.50 | $229,908.00 |
DisclosureSEC source: 0001096343-21-000184 · wf-form4_163908636760731.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,013 Read SEC document |
| September 05, 2021 Filed Sep 8, 2021 20:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 142 | $1,255.66 | $178,303.72 |
DisclosureSEC source: 0001096343-21-000139 · wf-form4_163113327576637.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,197 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:06 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000013 · wf-form4_161368595714434.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,367 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. Read SEC document |
| February 16, 2021 Filed Feb 25, 2021 21:56 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 728 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000043 · wf-form4a_161429013647331.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,339 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 · kind: This amendment corrects an error in the number of restricted stock units awarded. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 137 | $1,068.62 | $146,400.94 |
DisclosureSEC source: 0001096343-20-000134 · wf-form4_159959731018011.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,611 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:57 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000033 · wf-form4_158223945258843.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2022. Read SEC document |
| September 05, 2019 Filed Sep 6, 2019 20:34 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 119 | $1,152.89 | $137,193.91 |
DisclosureSEC source: 0001096343-19-000180 · wf-form4_156780208291143.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,070 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:15 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 311 | $1,016.87 | $316,246.57 |
DisclosureSEC source: 0001096343-19-000049 · wf-form4_155078731076632.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,142 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2021. Read SEC document |
| February 19, 2019 Filed Feb 27, 2019 21:33 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 358 | $1,016.87 | $364,039.46 |
DisclosureSEC source: 0001096343-19-000066 · wf-form4a_155130319620646.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2021. F2 · shares: This amendment corrects an error in the number of restricted stock units awarded. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 21:15 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 831 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000178 · wf-form4_153635492990306.xml · nonDerivative · entry 1 COX ROBERT C · CIK 0001242382 · Pres. & COO, Insur. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, in three equal installments on September 5, 2019, September 5, 2020 and September 5, 2021. 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.