Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | CAO and Controller | February 24, 2026 | February 26, 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 February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 294.077 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 69.722 · Balance 294.077 F1: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 58.292 RSUs will vest on December 31, 2028, and 11.430 RSUs will vest on February 24, 2029. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 68.177 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 68.177 F2: Between June 30, 2025 and December 31, 2025, the reporting person acquired 2.026 shares under the MKL 401(k) plan. The information reported herein is based on the plan balance as of December 31, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,000 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,000 F3: The reporting person's spouse is the Trustee under an irrevocable trust for the benefit of himself and his descendants. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 0 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 F4: The indirect holding balances of the trusts and the reporting person's spouse reflect a distribution of 275 shares from the trusts to the reporting person's spouse. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 4,362.5 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,362.5 F4: The indirect holding balances of the trusts and the reporting person's spouse reflect a distribution of 275 shares from the trusts to the reporting person's spouse. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 137 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 137 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 83 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 83 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 58.292 RSUs will vest on December 31, 2028, and 11.430 RSUs will vest on February 24, 2029.
F2: Between June 30, 2025 and December 31, 2025, the reporting person acquired 2.026 shares under the MKL 401(k) plan. The information reported herein is based on the plan balance as of December 31, 2025.
F3: The reporting person's spouse is the Trustee under an irrevocable trust for the benefit of himself and his descendants.
F4: The indirect holding balances of the trusts and the reporting person's spouse reflect a distribution of 275 shares from the trusts to the reporting person's spouse.
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 24, 2026 Filed Feb 26, 2026 23:24 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 69.722 | $0.00 | $0.00 |
DisclosureSEC source: 0002004810-26-000002 · wk-form4_1772148277.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294.077 F1 · shares: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 58.292 RSUs will vest on December 31, 2028, and 11.430 RSUs will vest on February 24, 2029. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 75 | $1,983.78 | $148,783.50 |
DisclosureSEC source: 0002004810-25-000004 · wk-form4_1756326724.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 275 F1 · balance_after: The reporting person's spouse is a co-trustee of two trusts for which he and a member of his immediate family are the co-beneficiaries. The reporting person disclaims beneficial ownership of securities held in the trusts except to the extent of the pecuniary interest of the reporting person's spouse. Securities reported include only the securities held by the trusts in which the reporting person's spouse has a pecuniary interest. F2 · balance_after: The total reported for the trusts (as well as the indirect holding balance of the reporting person's spouse) also reflects a distribution of 3,569.5 shares from the trusts to the reporting person's spouse as a beneficiary of the trusts. Read SEC document |
| May 19, 2025 Filed May 20, 2025 21:07 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 400 | $1,911.65 | $764,660.00 |
DisclosureSEC source: 0001096343-25-000073 · wk-form4_1747775229.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 3,919.5 F1 · balance_after: The reporting person's spouse is a co-trustee of two trusts for which he and a member of his immediate family are the co-beneficiaries. The reporting person disclaims beneficial ownership of securities held in the trusts except to the extent of the pecuniary interest of the reporting person's spouse. Securities reported include only the securities held by the trusts in which the reporting person's spouse has a pecuniary interest. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 400 | $1,877.44 | $750,976.00 |
DisclosureSEC source: 0001096343-25-000069 · wk-form4_1746649925.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 4,319.5 F1 · balance_after: The reporting person's spouse was appointed co-trustee of two trusts on February 20, 2025, following the death of an immediate family member. The reporting person's spouse and a member of his immediate family are the co-beneficiaries of the trusts. The reporting person disclaims beneficial ownership of securities held in the trusts except to the extent of the pecuniary interest of the reporting person's spouse. Securites reported include only the securities held by the trusts in which the reporting person's spouse has a pecuniary interest. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 51.355 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-25-000016 · wk-form4_1740088386.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224.355 F1 · shares: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 38.980 RSUs will vest on December 31, 2027, and 12.375 RSUs will vest on February 18, 2028. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000016 · wk-form4_1708637773.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157 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 21:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000033 · wk-form4_1709069709.xml · nonDerivative · entry 1 Grandis Meade P. · CIK 0002004810 · CAO and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.