Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Chief Accounting Officer | February 16, 2021 | February 18, 2021 |
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 February 16, 2021 · Filed February 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 399.2195 |
Reported balance
After 2021-02-16 transaction · row 1
1 source rowRow 1 · 2021-02-16 · Grant · Acquired 92 · Balance 399.2195 F1: 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. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 119.051 |
Reported balance
Holding disclosure · report date 2021-02-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 119.051 F2: Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of December 31, 2020 and utilizes the most recent closing stock price on that date of $1,033.30 per share. As of December 31, 2020, a unit under the Plan represented one share of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of December 31, 2020 and utilizes the most recent closing stock price on that date of $1,033.30 per share. As of December 31, 2020, a unit under the Plan represented one share of Common Stock.
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 |
|---|---|---|---|---|---|---|
| February 16, 2021 Filed Feb 18, 2021 17:18 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000023 · wf-form4_161368667468312.xml · nonDerivative · entry 1 Guerrero Oscar · CIK 0001811618 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399.2195 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 |
| June 12, 2020 Filed Jun 15, 2020 16:46 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 18.2926 | $972.98 | $17,798.33 |
DisclosureSEC source: 0001096343-20-000104 · wf-form4_159225394640485.xml · nonDerivative · entry 1 Guerrero Oscar · CIK 0001811618 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307.2195 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus 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.