Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Director · Executive Chairman | April 09, 2020 | April 09, 2020 |
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 April 09, 2020 · Filed April 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,452.6834 |
Reported balance
After 2020-04-09 transaction · row 1
1 source rowRow 1 · 2020-04-09 · Sale · Disposed 400 · Balance 20,452.6834 F1: The sales reported for this transaction were effected pursuant to a Rule 10b5-1 trading plan. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 1,205.589 |
Reported balance
Holding disclosure · report date 2020-04-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,205.589 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 March 31, 2020 and utilizes the most recent closing stock price on that date of $927.89 per share. As of March 31, 2020, a unit under the Plan represented one share of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 286.7992 |
Reported balance
Holding disclosure · report date 2020-04-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 286.7992 F3: Beneficial ownership of securities is expressly disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported for this transaction were effected pursuant to a Rule 10b5-1 trading plan.
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 March 31, 2020 and utilizes the most recent closing stock price on that date of $927.89 per share. As of March 31, 2020, a unit under the Plan represented one share of Common Stock.
F3: Beneficial ownership of securities is expressly disclaimed.
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 |
|---|---|---|---|---|---|---|
| April 09, 2020 Filed Apr 9, 2020 21:14 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 400 | $1,000.00 | $400,000.00 |
DisclosureSEC source: 0001096343-20-000061 · wf-form4_158646688173870.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,452.6834 F1 · kind: The sales reported for this transaction were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 02, 2020 Filed Jan 2, 2020 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 400 | $1,144.69 | $457,876.72 |
DisclosureSEC source: 0001096343-20-000002 · wf-form4_157800117832872.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,852.6834 F1 · kind: The sales reported for this transaction were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:44 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 332 | $1,107.25 | $367,607.00 |
DisclosureSEC source: 0001096343-19-000256 · wf-form4_157558225671698.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,252.6834 Read SEC document |
| October 02, 2019 Filed Oct 2, 2019 20:51 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 200 | $1,151.92 | $230,383.44 |
DisclosureSEC source: 0001096343-19-000198 · wf-form4_157004944984417.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,584.6834 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 200 | $1,106.17 | $221,234.00 |
DisclosureSEC source: 0001096343-19-000158 · wf-form4_156209955679128.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,784.6834 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 12, 2019 Filed Apr 16, 2019 22:06 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 200 | $1,002.50 | $200,500.00 |
DisclosureSEC source: 0001096343-19-000119 · wf-form4_155545239975827.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,984.6834 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 200 | $1,020.82 | $204,163.54 |
DisclosureSEC source: 0001096343-19-000004 · wf-form4_154655134621415.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,184.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 04, 2018 Filed Dec 7, 2018 22:13 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 1,265 | $1,136.46 | $1,437,621.90 |
DisclosureSEC source: 0001096343-18-000211 · wf-form4_154422077288839.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,384.6834 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:41 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,190.55 | $119,055.37 |
DisclosureSEC source: 0001096343-18-000184 · wf-form4_153859927652191.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,649.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,085.92 | $108,592.00 |
DisclosureSEC source: 0001096343-18-000133 · wf-form4_153065054708116.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,749.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,149.02 | $114,902.00 |
DisclosureSEC source: 0001096343-18-000080 · wf-form4_152287422417638.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,849.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:40 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 647 | $1,112.73 | $719,936.31 |
DisclosureSEC source: 0001096343-18-000057 · wf-form4_151942200672255.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,949.6834 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, 2020. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,133.50 | $113,350.00 |
DisclosureSEC source: 0001096343-18-000008 · wf-form4_151501512273804.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,302.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 1,402 | $1,112.05 | $1,559,094.10 |
DisclosureSEC source: 0001096343-17-000186 · wf-form4_151268267903423.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,402.6834 Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,077.70 | $107,770.00 |
DisclosureSEC source: 0001096343-17-000144 · wf-form4_150723546177575.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,804.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000134 · wf-form4_150352037232471.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,904.6834 Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 20:30 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,054.03 | $105,403.00 |
DisclosureSEC source: 0001096343-17-000119 · wf-form4_150187859170874.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,554.6834 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 734 | $981.23 | $720,222.82 |
DisclosureSEC source: 0001096343-17-000041 · wf-form4_148788555419337.xml · nonDerivative · entry 1 KIRSHNER ALAN I · CIK 0001184574 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,654.6834 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, 2019. 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.