Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Chief Financial Officer | June 30, 2026 | July 16, 2026 |
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 June 30, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,632.2394 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Other · Acquired 2.1642 · Balance 1,632.2394 F1: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 229.592 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 229.592 F2: Between March 31, 2026 and June 30, 2026, the reporting person acquired 3.269 shares under the MKL 401(k) plan. The information reported herein is based on the plan balance as of June 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c).
F2: Between March 31, 2026 and June 30, 2026, the reporting person acquired 3.269 shares under the MKL 401(k) plan. The information reported herein is based on the plan balance as of June 30, 2026.
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 16, 2026 20:55 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.1642 | $1,617.19 | $3,499.92 |
DisclosureSEC source: 0001873434-26-000008 · wk-form4_1784235349.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,632.2394 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 30.1277 | $1,659.60 | $49,999.93 |
DisclosureSEC source: 0001873434-26-000006 · wk-form4_1779222713.xml · nonDerivative · entry 2 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,630.0752 F1 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 13.08 | $1,844.00 | $24,119.52 |
DisclosureSEC source: 0001873434-26-000006 · wk-form4_1779222713.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,599.9475 Read SEC document |
| March 31, 2026 Filed Apr 15, 2026 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.8439 | $1,626.96 | $2,999.95 |
DisclosureSEC source: 0001873434-26-000004 · wk-form4_1776285171.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,613.0275 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:27 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 654.641 | $0.00 | $0.00 |
DisclosureSEC source: 0001873434-26-000003 · wk-form4_1772148452.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,611.1836 F1 · shares: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 539.739 RSUs will vest on December 31, 2028, and 114.902 RSUs will vest on February 24, 2029. Read SEC document |
| December 31, 2025 Filed Jan 20, 2026 21:46 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.184 | $1,602.62 | $3,500.12 |
DisclosureSEC source: 0001096343-26-000001 · wk-form4_1768945556.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 956.5426 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 21.723 | $2,060.83 | $44,767.41 |
DisclosureSEC source: 0001873434-25-000005 · wk-form4_1764797957.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 954.3586 Read SEC document |
| September 30, 2025 Filed Oct 16, 2025 20:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.846 | $1,624.66 | $2,999.12 |
DisclosureSEC source: 0001096343-25-000145 · wk-form4_1760648011.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 976.0816 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| June 30, 2025 Filed Jul 16, 2025 20:30 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.214 | $1,580.87 | $3,500.05 |
DisclosureSEC source: 0001873434-25-000003 · wk-form4_1752697846.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974.2356 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| March 31, 2025 Filed Apr 17, 2025 20:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.055 | $1,459.76 | $2,999.81 |
DisclosureSEC source: 0001096343-25-000054 · wk-form4_1744923194.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 972.0216 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:51 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 379.412 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-25-000014 · wk-form4_1740088287.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 969.9664 F1 · shares: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 262.670 RSUs will vest on December 31, 2027, and 116.742 RSUs will vest on February 18, 2028. Read SEC document |
| December 31, 2024 Filed Jan 17, 2025 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.0945 | $1,336.81 | $2,799.95 |
DisclosureSEC source: 0001096343-25-000001 · wk-form4_1737149764.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590.5544 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:50 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 21 | $1,759.04 | $36,939.84 |
DisclosureSEC source: 0001096343-24-000138 · wk-form4_1733781052.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 588.4599 Read SEC document |
| September 30, 2024 Filed Oct 16, 2024 20:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.8001 | $1,333.29 | $2,400.06 |
DisclosureSEC source: 0001096343-24-000117 · wk-form4_1729110778.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609.4599 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| June 28, 2024 Filed Jul 17, 2024 20:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.1833 | $1,282.46 | $2,799.99 |
DisclosureSEC source: 0001096343-24-000095 · wk-form4_1721248528.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 607.6599 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| March 28, 2024 Filed Apr 18, 2024 20:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.9656 | $1,220.99 | $2,399.98 |
DisclosureSEC source: 0001096343-24-000052 · wk-form4_1713473027.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605.4766 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000018 · wk-form4_1708637904.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495.511 F1 · shares: Restricted stock units awarded pursuant to the MKL 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2026. Read SEC document |
| February 20, 2024 Filed Feb 27, 2024 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000035 · wk-form4_1709069886.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603.511 F1 · shares: Restricted stock units awarded pursuant to the MKL 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on February 20, 2027. Read SEC document |
| December 29, 2023 Filed Jan 17, 2024 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.32 | $1,206.92 | $2,800.05 |
DisclosureSEC source: 0001096343-24-000003 · wk-form4_1705527359.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401.511 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 15 | $1,401.29 | $21,019.35 |
DisclosureSEC source: 0001096343-23-000219 · wk-form4_1701898621.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · SVP, Finance, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399.191 Read SEC document |
| September 29, 2023 Filed Oct 17, 2023 20:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.061 | $1,164.51 | $2,400.06 |
DisclosureSEC source: 0001096343-23-000196 · wk-form4_1697574796.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · SVP, Finance, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 414.191 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| June 30, 2023 Filed Jul 14, 2023 22:01 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.3657 | $1,101.99 | $1,504.99 |
DisclosureSEC source: 0001096343-23-000165 · wk-form4_1689372101.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · SVP, Finance, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412.1301 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:23 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000099 · wk-form4_1684441397.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · SVP, Finance, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410.7643 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on May 16, 2026. Read SEC document |
| March 31, 2023 Filed Apr 28, 2023 20:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 1.1881 | $1,085.80 | $1,290.04 |
DisclosureSEC source: 0001096343-23-000072 · wf-form4_168271415544145.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · SVP, Finance, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381.7643 F1 · shares: Shares acquired under the qualified component of the Markel Corporation 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000028 · wf-form4_167649716663631.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · SVP, Finance, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380.5762 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, 2025. F2 · balance_after: Includes 4.5704 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 21:49 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000019 · wf-form4_164513456067005.xml · nonDerivative · entry 1 Costanzo Brian J. · CIK 0001873434 · CAO and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322.0059 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. F2 · balance_after: Includes 3.4727 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.