Home/Filings/4/0001096343-24-000059
4//SEC Filing

MARKEL ANTHONY F 4

Accession 0001096343-24-000059

CIK 0001096343other

Filed

May 7, 8:00 PM ET

Accepted

May 8, 4:31 PM ET

Size

15.0 KB

Accession

0001096343-24-000059

Insider Transaction Report

Form 4
Period: 2024-05-06
MARKEL ANTHONY F
DirectorVice Chairman
Transactions
  • Gift

    Common Stock

    2024-05-0632015,000 total
  • Gift

    Common Stock

    2024-05-06+3203,970 total(indirect: By Spouse)
  • Gift

    Common Stock

    2024-05-061,88015,320 total
  • Other

    Common Stock

    2024-05-06$1594.24/sh+2,200$3,507,33517,200 total
Holdings
  • Common Stock

    (indirect: By Trust)
    37,343
  • Common Stock

    (indirect: By Trust)
    6,220
  • Common Stock

    (indirect: By Trust)
    8,177
  • Common Stock

    (indirect: By Trust)
    2,443
  • Common Stock

    (indirect: By Trust)
    1,882
Footnotes (8)
  • [F1]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.
  • [F2]This transaction involved a gift of securities by the reporting person to his spouse.
  • [F3]Beneficial ownership of securities is expressly disclaimed.
  • [F4]The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts.
  • [F5]The reporting person is a Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.
  • [F6]The reporting person is the Trustee under trusts for the benefit of himself and his children.
  • [F7]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.
  • [F8]The reporting person is a Trustee under trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.

Issuer

MARKEL GROUP INC.

CIK 0001096343

Entity typeother
IncorporatedVA

Related Parties

1
  • filerCIK 0001096933

Filing Metadata

Form type
4
Filed
May 7, 8:00 PM ET
Accepted
May 8, 4:31 PM ET
Size
15.0 KB