Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Director | December 11, 2025 | December 15, 2025 |
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 December 11, 2025 · Filed December 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,368 |
Last balance in matching sequence
After 2025-12-11 transaction · row 16
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
16 source rowsRow 1 · 2025-12-11 · Sale · Disposed 64 · Balance 61,634 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 2 · 2025-12-11 · Sale · Disposed 50 · Balance 61,584 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 3 · 2025-12-11 · Sale · Disposed 70 · Balance 61,514 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,108.27 to $2,108.28, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 4 · 2025-12-11 · Sale · Disposed 40 · Balance 61,474 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 5 · 2025-12-11 · Sale · Disposed 120 · Balance 61,354 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 6 · 2025-12-11 · Sale · Disposed 100 · Balance 61,254 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,116.10 to $2,116.49, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 7 · 2025-12-11 · Sale · Disposed 201 · Balance 61,053 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,117.20 to $2,117.49, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 8 · 2025-12-11 · Sale · Disposed 24 · Balance 61,029 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 9 · 2025-12-11 · Sale · Disposed 51 · Balance 60,978 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,120.00 to $2,120.90, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 10 · 2025-12-11 · Sale · Disposed 173 · Balance 60,805 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,121.10 to $2,122.01, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 11 · 2025-12-11 · Sale · Disposed 10 · Balance 60,795 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 12 · 2025-12-11 · Sale · Disposed 32 · Balance 60,763 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 13 · 2025-12-11 · Sale · Disposed 75 · Balance 60,688 F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,126.00 to $2,126.01, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 14 · 2025-12-11 · Sale · Disposed 190 · Balance 60,498 F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,127.00 to $2,127.51, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 15 · 2025-12-11 · Sale · Disposed 10 · Balance 60,488 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. Row 16 · 2025-12-11 · Sale · Disposed 120 · Balance 60,368 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 2,060.699 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 2,060.699 F9: The information reported herein is based on the MKL 401(k) plan balance as of September 30, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 15,000 |
Reported balance
Holding disclosure · report date 2025-12-11 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 15,000 F10: Beneficial ownership of securities is expressly disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted August 15, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,108.27 to $2,108.28, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,116.10 to $2,116.49, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,117.20 to $2,117.49, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,120.00 to $2,120.90, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,121.10 to $2,122.01, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,126.00 to $2,126.01, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,127.00 to $2,127.51, inclusive. The reporting person undertakes to provide to any security holder of MKL or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F9: The information reported herein is based on the MKL 401(k) plan balance as of September 30, 2025.
F10: 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 |
|---|---|---|---|---|---|---|
| October 12, 2017 Filed Oct 16, 2017 20:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 99 | $1,087.06 | $107,618.94 |
DisclosureSEC source: 0001096343-17-000148 · wf-form4_150818626058250.xml · nonDerivative · entry 2 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,251 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,087.01 to $1,087.06, inclusive. The reporting person undertakes to provide to any security holder of Markel Corporation or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| October 12, 2017 Filed Oct 16, 2017 20:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,078.28 | $107,828.00 |
DisclosureSEC source: 0001096343-17-000148 · wf-form4_150818626058250.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,350 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,078.27 to $1,078.33, inclusive. The reporting person undertakes to provide to any security holder of Markel Corporation or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 20:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,070.06 | $107,006.00 |
DisclosureSEC source: 0001096343-17-000142 · wf-form4_150697691312761.xml · nonDerivative · entry 2 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,450 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1,069.86 to $1,070.11, inclusive. The reporting person undertakes to provide to any security holder of Markel Corporation or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 20:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 100 | $1,061.21 | $106,121.00 |
DisclosureSEC source: 0001096343-17-000142 · wf-form4_150697691312761.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,550 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 08, 2017 Filed Dec 22, 2017 21:29 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000197 · wf-form4_151397812678926.xml · nonDerivative · entry 2 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,060 Read SEC document |
| September 07, 2017 Filed Dec 22, 2017 21:29 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000197 · wf-form4_151397812678926.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,210 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:47 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 3,875 | $1,074.48 | $4,163,619.69 |
DisclosureSEC source: 0001096343-17-000115 · wf-form4_150179321111637.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: Mr. Markel is trustee and retains a partial interest in the trust. The amount reported reflects all the securities held by the trust, but Mr. Markel disclaims beneficial ownership except with respect to his interest in the trust. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 21:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 1,828 | $970.85 | $1,774,716.18 |
DisclosureSEC source: 0001096343-17-000043 · wf-form4_148788559228675.xml · nonDerivative · entry 2 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,650 Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 21:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 172 | $977.16 | $168,072.16 |
DisclosureSEC source: 0001096343-17-000043 · wf-form4_148788559228675.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,478 Read SEC document |
| December 19, 2016 Filed Feb 10, 2017 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000013 · wf-form5_148676254755851.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,650 Read SEC document |
| September 12, 2016 Filed Oct 4, 2016 20:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-16-000328 · wf-form4_147561331532684.xml · nonDerivative · entry 1 MARKEL STEVEN A · CIK 0001184575 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,650 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.