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 18, 2020 | February 20, 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 February 18, 2020 · Filed February 20, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,249.7066 |
Reported balance
After 2020-02-18 transaction · row 1
1 source rowRow 1 · 2020-02-18 · Grant · Acquired 112 · Balance 2,249.7066 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, 2022. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 411.81 |
Reported balance
Holding disclosure · report date 2020-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 411.81 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, 2019 and utilizes the most recent closing stockprice on that date of $1,143.17 per share. As of December 31, 2019, a unit under the Plan represented one share of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectHealth Savings Account | 41 |
Reported balance
Holding disclosure · report date 2020-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 41 |
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, 2022.
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, 2019 and utilizes the most recent closing stockprice on that date of $1,143.17 per share. As of December 31, 2019, 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 18, 2020 Filed Feb 20, 2020 22:55 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000032 · wf-form4_158223934124415.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,249.7066 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 |
| February 07, 2020 Filed Feb 7, 2020 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 212 | $1,288.64 | $273,191.68 |
DisclosureSEC source: 0001096343-20-000012 · wf-form4_158111146736964.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,137.7066 Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:41 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000266 · wf-form4_157670885369399.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,349.7066 Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 44 | $1,107.25 | $48,719.00 |
DisclosureSEC source: 0001096343-19-000253 · wf-form4_157558187597934.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,368.7066 Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 50 | $985.27 | $49,263.25 |
DisclosureSEC source: 0001096343-19-000081 · wf-form4_155199437514106.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · CAO and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,412.7066 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:16 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 108 | $1,016.87 | $109,821.96 |
DisclosureSEC source: 0001096343-19-000050 · wf-form4_155078734870687.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,462.7066 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 |
| December 04, 2018 Filed Dec 7, 2018 22:16 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 128 | $1,136.46 | $145,466.88 |
DisclosureSEC source: 0001096343-18-000213 · wf-form4_154422096315497.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,354.7066 Read SEC document |
| November 06, 2018 Filed Nov 6, 2018 23:00 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000194 · wf-form4_154154521364794.xml · nonDerivative · entry 2 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,482.7066 Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 23:00 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 9 | $1,099.26 | $9,893.30 |
DisclosureSEC source: 0001096343-18-000194 · wf-form4_154154521364794.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Health Savings Account Disclosed balance after: 41 Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:55 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 90.296 | $1,151.58 | $103,983.07 |
DisclosureSEC source: 0001096343-18-000121 · wf-form4_152719533749839.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(K) Plan Disclosed balance after: 372.958 F1 · ownership.nature: 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, 2018, which includes 6.627 units acquired under the Plan since December 31, 2017, the date of the previous plan statement. As of March 31, 2018, a unit under the Plan represented one share of Common Stock. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 129 | $1,112.73 | $143,542.17 |
DisclosureSEC source: 0001096343-18-000054 · wf-form4_151942195112637.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576.7066 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 |
| December 18, 2017 Filed Jan 3, 2018 21:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000005 · wf-form4_151501507247705.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,447.7066 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 137 | $1,112.05 | $152,350.85 |
DisclosureSEC source: 0001096343-17-000182 · wf-form4_151268261202667.xml · nonDerivative · entry 2 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535.7066 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 38 | $1,101.82 | $41,869.16 |
DisclosureSEC source: 0001096343-17-000182 · wf-form4_151268261202667.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,672.7066 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:46 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 7 | $1,076.50 | $7,535.50 |
DisclosureSEC source: 0001096343-17-000114 · wf-form4_150179319412865.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Health Savings Account Disclosed balance after: 32 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 143 | $981.23 | $140,315.89 |
DisclosureSEC source: 0001096343-17-000037 · wf-form4_148788545844408.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710.7066 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 |
| February 13, 2017 Filed Feb 15, 2017 21:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 10 | $948.88 | $9,488.80 |
DisclosureSEC source: 0001096343-17-000021 · wf-form4_148719496880712.xml · nonDerivative · entry 1 Crouch Nora N · CIK 0001491846 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Health Savings Account Disclosed balance after: 25 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.