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 |
|---|---|---|---|---|---|---|
| March 20, 2018 Filed Mar 26, 2018 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000074 · wf-form4_152209633739292.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 37,461 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 269 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 |
| February 28, 2018 Filed Mar 2, 2018 16:29 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 48 | $1,120.20 | $53,769.60 |
DisclosureSEC source: 0001096343-18-000068 · wf-form4_152002618240267.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,669 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 07, 2018 Filed Feb 20, 2018 16:54 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000035 · wf-form4_151916353782198.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 37,955 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 293 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 3,205 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 |
| October 30, 2017 Filed Nov 1, 2017 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 169 | $1,096.26 | $185,267.94 |
DisclosureSEC source: 0001096343-17-000157 · wf-form4_150956830861498.xml · nonDerivative · entry 5 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,717 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 |
| September 28, 2017 Filed Nov 1, 2017 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 965 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000157 · wf-form4_150956830861498.xml · nonDerivative · entry 4 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 35,334 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 5,399 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 22,557 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 |
| April 05, 2017 Filed Nov 1, 2017 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000157 · wf-form4_150956830861498.xml · nonDerivative · entry 3 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,880 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 5,399 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 22,557 shares from Mr. Markel to Grantor Retained Annuity Trusts. Read SEC document |
| March 06, 2017 Filed Mar 15, 2017 16:34 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000066 · wf-form4_148961007099752.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 19,141 F1 · 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. F2 · ownership.nature: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 346 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| February 13, 2017 Filed Nov 1, 2017 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000157 · wf-form4_150956830861498.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,880 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 5,399 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 22,557 shares from Mr. Markel to Grantor Retained Annuity Trusts. Read SEC document |
| January 31, 2017 Filed Feb 15, 2017 16:44 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000025 · wf-form4_148719505976274.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 19,925 F1 · 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. F2 · ownership.nature: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 787 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 16:30 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 105 | $896.00 | $94,080.00 |
DisclosureSEC source: 0001096343-16-000335 · wf-form4_148071424028344.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 2,886 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 04, 2016 Filed Mar 4, 2019 16:42 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 100 | $835.92 | $83,591.90 |
DisclosureSEC source: 0001096343-19-000077 · wf-form5a_155173574763244.xml · nonDerivative · entry 2 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,220 F3 · kind: After taking into account the transaction described in footnote 1, this purchase of shares by Mr. Markel's spouse could be deemed to have been matchable under Section 16(b) of the Securities Exchange Act of 1934, (i) to the extent of 93 shares, with the sale of 95 shares, by a charitable lead unitrust of which Mr. Markel is trustee, at a price of $961 per share on May 10, 2016 (i.e., the same sale described in footnote 1), and (ii) to the extent of 7 shares, with the sale of 105 shares, by a charitable lead unitrust of which Mr. Markel is trustee, at a price of $896 per share on November 30, 2016. In addition to the payment described in footnote 1, Mr. Markel has also paid to Markel Corporation $12,053.10, which represents the full amount of the profit realized in connection with this transaction. F2 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. The payments by Mr. Markel described in footnotes 1 and 3 are not admissions by Mr. Markel that future transactions by his spouse will be matchable with transactions attributable to him under Section 16(b) of the Securities Exchange Act of 1934. Read SEC document |
| September 26, 2016 Filed Oct 4, 2016 16:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-16-000330 · wf-form4_147561334529892.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,545 F1 · 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. F2 · ownership.nature: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 1,378 shares from Grantor Retained Annuity Trusts to Mr. Markel. Read SEC document |
| September 06, 2016 Filed Sep 12, 2016 16:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 543 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-16-000324 · wf-form4_147371251929726.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 17,671 F1 · 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. F2 · ownership.nature: The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 396 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 |
| July 06, 2016 Filed Nov 1, 2017 16:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000157 · wf-form4_150956830861498.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,650 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 5,399 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 22,557 shares from Mr. Markel to Grantor Retained Annuity Trusts. Read SEC document |
| April 11, 2016 Filed Mar 4, 2019 16:42 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 2 | $885.36 | $1,770.72 |
DisclosureSEC source: 0001096343-19-000077 · wf-form5a_155173574763244.xml · nonDerivative · entry 1 MARKEL ANTHONY F · CIK 0001096933 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,120 F1 · kind: This purchase of shares by Mr. Markel's spouse could be deemed to have been fully matchable under Section 16(b) of the Securities Exchange Act of 1934 with the sale of 95 shares, by a charitable lead unitrust of which Mr. Markel is trustee, at a price of $961 per share on May 10, 2016. Mr. Markel has paid to Markel Corporation $151.28, which represents the full amount of the profit realized in connection with this transaction. F2 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. The payments by Mr. Markel described in footnotes 1 and 3 are not admissions by Mr. Markel that future transactions by his spouse will be matchable with transactions attributable to him under Section 16(b) of the Securities Exchange Act of 1934. 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.