Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Director | February 24, 2025 | February 25, 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 February 24, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,000 |
Reported balance
After 2025-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-24 · Gift · Disposed 840 · Balance 15,000 F1: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the contribution of 9,023 shares from the reporting person to Grantor Retained Annuity Trusts, and the distribution of 6,343 shares from Grantor Retained Annuity Trusts to the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 35,671 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 35,671 F1: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the contribution of 9,023 shares from the reporting person to Grantor Retained Annuity Trusts, and the distribution of 6,343 shares from Grantor Retained Annuity Trusts to the reporting person. F2: The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,443 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,443 F5: The reporting person is a Trustee of trusts for the benefit of his children and their descendants in which the reporting person retains a partial interest. The reporting person disclaims beneficial ownership of the shares held in the trusts except to the extent of his partial interest. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee | 8,177 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,177 F3: The reporting person is a Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee | 6,220 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,220 F4: The reporting person is the Trustee under trusts for the benefit of himself and his children. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee | 1,882 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,882 F6: The reporting person is a Trustee under trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 4,270 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,270 F7: Beneficial ownership of securities is expressly disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the contribution of 9,023 shares from the reporting person to Grantor Retained Annuity Trusts, and the distribution of 6,343 shares from Grantor Retained Annuity Trusts to the reporting person.
F2: The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts.
F3: The reporting person is a Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.
F4: The reporting person is the Trustee under trusts for the benefit of himself and his children.
F5: The reporting person is a Trustee of trusts for the benefit of his children and their descendants in which the reporting person retains a partial interest. The reporting person disclaims beneficial ownership of the shares held in the trusts except to the extent of his partial interest.
F6: The reporting person is a Trustee under trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.
F7: 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 |
|---|---|---|---|---|---|---|
| February 24, 2025 Filed Feb 25, 2025 16:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-25-000030 · wk-form4_1740519783.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the contribution of 9,023 shares from the reporting person to Grantor Retained Annuity Trusts, and the distribution of 6,343 shares from Grantor Retained Annuity Trusts to the reporting person. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000126 · wk-form4_1731101466.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 4,270 F2 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000126 · wk-form4_1731101466.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,520 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 3,267 shares from Grantor Retained Annuity Trusts to the reporting person. Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 16:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000111 · wk-form4_1722976373.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,553 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 753 shares from a Grantor Retained Annuity Trust to the reporting person. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 16:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000111 · wk-form4_1722976373.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 36,258 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 753 shares from a Grantor Retained Annuity Trust to the reporting person. F2 · ownership.nature: The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| May 06, 2024 Filed May 8, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000059 · wk-form4_1715200272.xml · nonDerivative · entry 4 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 3,970 F2 · kind: This transaction involved a gift of securities by the reporting person to his spouse. F3 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| May 06, 2024 Filed May 8, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000059 · wk-form4_1715200272.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F2 · kind: This transaction involved a gift of securities by the reporting person to his spouse. Read SEC document |
| May 06, 2024 Filed May 8, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000059 · wk-form4_1715200272.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,320 Read SEC document |
| May 06, 2024 Filed May 8, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2,200 | $1,594.24 | $3,507,334.60 |
DisclosureSEC source: 0001096343-24-000059 · wk-form4_1715200272.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,200 F1 · kind: On May 6, 2024, the reporting person withdrew 2,200 MKL common shares from a grantor retained annuity trust (GRAT), for which the reporting person is a Trustee and partial beneficiary. In exchange for the shares, the reporting person contributed to the GRAT a promissory note (principal amount $3,507,333.50). The withdrawal of shares from the GRAT resulted in a decrease in the number of shares beneficially owned indirectly by the reporting person through the GRAT and a corresponding increase in the number of shares beneficially owned directly by the reporting person. The reporting person believes that his withdrawal of shares from the GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. The direct holding balance of the reporting person also reflects a contribution of 3,509 shares from the reporting person to a GRAT. F1 · balance_after: On May 6, 2024, the reporting person withdrew 2,200 MKL common shares from a grantor retained annuity trust (GRAT), for which the reporting person is a Trustee and partial beneficiary. In exchange for the shares, the reporting person contributed to the GRAT a promissory note (principal amount $3,507,333.50). The withdrawal of shares from the GRAT resulted in a decrease in the number of shares beneficially owned indirectly by the reporting person through the GRAT and a corresponding increase in the number of shares beneficially owned directly by the reporting person. The reporting person believes that his withdrawal of shares from the GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. The direct holding balance of the reporting person also reflects a contribution of 3,509 shares from the reporting person to a GRAT. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 2,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000011 · wk-form4_1708032675.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 36,034 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 3,984 shares from a Grantor Retained Annuity Trust to the reporting person. F2 · ownership.nature: The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000011 · wk-form4_1708032675.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,509 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 3,984 shares from a Grantor Retained Annuity Trust to the reporting person. Read SEC document |
| November 17, 2023 Filed Nov 17, 2023 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000209 · wk-form4_1700256699.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 3,650 F1 · kind: This transaction involved a gift of securities by the reporting person to his spouse. F2 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 17, 2023 Filed Nov 17, 2023 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000209 · wk-form4_1700256699.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · kind: This transaction involved a gift of securities by the reporting person to his spouse. Read SEC document |
| November 17, 2023 Filed Nov 17, 2023 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000209 · wk-form4_1700256699.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 780 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000205 · wk-form4_1699479139.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 42,446 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 7,819 shares from Grantor Retained Annuity Trusts to the reporting person and the contribution of 6,569 shares from the reporting person to a Grantor Retained Annuity Trust. F2 · ownership.nature: The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| July 24, 2023 Filed Aug 7, 2023 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 743 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000172 · wk-form4_1691440323.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 4,174 shares from Grantor Retained Annuity Trusts to the reporting person and the contribution of 7,353 shares from the reporting person to Grantor Retained Annuity Trusts. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 16:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 2 | $1,336.68 | $2,673.36 |
DisclosureSEC source: 0001096343-23-000010 · wf-form4_167580572932504.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 1,882 F2 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 11, 2022 Filed Feb 7, 2023 16:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000010 · wf-form4_167580572932504.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,922 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 1,844 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 16:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 110 | $1,253.14 | $137,845.31 |
DisclosureSEC source: 0001096343-22-000141 · wf-form4_166846170411592.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 1,884 F1 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| May 10, 2022 Filed May 12, 2022 16:58 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 80 | $1,305.14 | $104,410.88 |
DisclosureSEC source: 0001096343-22-000072 · wf-form4_165238911137676.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,650 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 16:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 65 | $1,266.38 | $82,315.01 |
DisclosureSEC source: 0001096343-22-000009 · wf-form4_164444259549314.xml · nonDerivative · entry 6 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 1,994 F4 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| January 19, 2022 Filed Feb 9, 2022 16:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000009 · wf-form4_164444259549314.xml · nonDerivative · entry 4 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,081 Read SEC document |
| January 13, 2022 Filed Feb 9, 2022 16:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000009 · wf-form4_164444259549314.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,081 Read SEC document |
| January 13, 2022 Filed Mar 8, 2022 16:31 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000041 · wf-form4a_164677505809988.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,045 F1 · kind: This amendment corrects an error in the number of securities gifted by Mr. Markel. Read SEC document |
| December 14, 2021 Filed Feb 9, 2022 16:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000009 · wf-form4_164444259549314.xml · nonDerivative · entry 5 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,570 F1 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F3 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 14, 2021 Filed Feb 9, 2022 16:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000009 · wf-form4_164444259549314.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,329 F1 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F2 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 2,600 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| October 20, 2021 Filed Feb 9, 2022 16:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000009 · wf-form4_164444259549314.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,229 Read SEC document |
| September 13, 2021 Filed Sep 16, 2021 16:48 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000141 · wf-form4_163182529519578.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,229 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 1,229 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 17:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 62 | $1,281.50 | $79,453.00 |
DisclosureSEC source: 0001096343-21-000126 · wf-form4_162880414730590.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,059 F1 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 17:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 126 | $1,075.14 | $135,467.89 |
DisclosureSEC source: 0001096343-21-000005 · wf-form4_161282261094317.xml · nonDerivative · entry 4 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,121 F4 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 22, 2020 Filed Feb 8, 2021 17:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000005 · wf-form4_161282261094317.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,070 F2 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F3 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 22, 2020 Filed Feb 8, 2021 17:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000005 · wf-form4_161282261094317.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,014 F2 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 17,555 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 20,180 shares from Mr. Markel to Grantor Retained Annuity Trusts. Read SEC document |
| August 28, 2020 Filed Feb 8, 2021 17:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000005 · wf-form4_161282261094317.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,364 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 17,555 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 20,180 shares from Mr. Markel to Grantor Retained Annuity Trusts. Read SEC document |
| May 01, 2020 Filed May 4, 2020 18:20 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 111 | $845.27 | $93,825.00 |
DisclosureSEC source: 0001096343-20-000072 · wf-form4_158863080869767.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,247 F1 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 18, 2019 Filed Dec 30, 2019 16:49 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000270 · wf-form4_157774254501437.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,720 F3 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F4 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 18, 2019 Filed Dec 30, 2019 16:49 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000270 · wf-form4_157774254501437.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,364 F3 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 4,513 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 5,000 shares from Mr. Markel to Grantor Retained Annuity Trusts. Read SEC document |
| November 05, 2019 Filed Dec 30, 2019 16:49 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000270 · wf-form4_157774254501437.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 36,489 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 4,513 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 5,000 shares from Mr. Markel to Grantor Retained Annuity Trusts. F2 · ownership.nature: Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 17:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 78 | $1,174.21 | $91,588.38 |
DisclosureSEC source: 0001096343-19-000225 · wf-form4_157299351230539.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,358 F1 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| August 12, 2019 Filed Nov 5, 2019 17:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000225 · wf-form4_157299351230539.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,351 Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 17:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 41 | $1,118.24 | $45,847.75 |
DisclosureSEC source: 0001096343-19-000169 · wf-form4_156512754833477.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,436 F1 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 16:30 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000161 · wf-form4_156218580951607.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 32,284 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 4,937 shares from Grantor Retained Annuity Trusts to Mr. Markel. F2 · ownership.nature: Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| May 23, 2019 Filed Jun 4, 2019 16:30 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000152 · wf-form4_155968021254703.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,851 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the contribution of 10,000 shares from Mr. Markel to a Grantor Retained Annuity Trust. Read SEC document |
| May 03, 2019 Filed May 6, 2019 16:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 43 | $1,060.66 | $45,608.50 |
DisclosureSEC source: 0001096343-19-000126 · wf-form4_155717531383553.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,477 F1 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 16:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000113 · wf-form4_155510239181040.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 29,588 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 724 shares from Grantor Retained Annuity Trusts to Mr. Markel. F2 · ownership.nature: Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| November 12, 2018 Filed Feb 13, 2019 17:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000031 · wf-form5_155009712929427.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,597 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 891 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| November 12, 2018 Filed Feb 14, 2019 18:05 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000037 · wf-form5a_155018552276318.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,118 F1 · kind: This transaction involved a gift of securities by Mr. Markel to his spouse. F2 · balance_after: This total includes 118 shares of which Mr. Markel acquired indirect beneficial ownership upon his marriage to the beneficial owner of the shares on April 11, 2015. F3 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 18:01 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 149 | $1,090.00 | $162,410.00 |
DisclosureSEC source: 0001096343-18-000195 · wf-form4_154154524470624.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,520 F3 · ownership.nature: Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| October 10, 2018 Filed Nov 6, 2018 18:01 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000195 · wf-form4_154154524470624.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,706 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the transfer of 5,000 shares from Mr. Markel to Grantor Retained Annuity Trusts and a distribution of 1,820 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| October 08, 2018 Filed Nov 6, 2018 18:01 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000195 · wf-form4_154154524470624.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 31,415 F1 · balance_after: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the transfer of 5,000 shares from Mr. Markel to Grantor Retained Annuity Trusts and a distribution of 1,820 shares from Grantor Retained Annuity Trusts to Mr. Markel. F2 · ownership.nature: Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. Read SEC document |
| March 21, 2018 Filed Mar 29, 2018 16:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000076 · wf-form4_152235547357947.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,237 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.