0001096343-24-000059.txt : 20240508 0001096343-24-000059.hdr.sgml : 20240508 20240508163123 ACCESSION NUMBER: 0001096343-24-000059 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240506 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MARKEL ANTHONY F CENTRAL INDEX KEY: 0001096933 ORGANIZATION NAME: STATE OF INCORPORATION: VA FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-15811 FILM NUMBER: 24926727 MAIL ADDRESS: STREET 1: 4551 COX RD CITY: GLEN ALLEN STATE: VA ZIP: 23060 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: MARKEL GROUP INC. CENTRAL INDEX KEY: 0001096343 STANDARD INDUSTRIAL CLASSIFICATION: FIRE, MARINE & CASUALTY INSURANCE [6331] ORGANIZATION NAME: 02 Finance IRS NUMBER: 541959284 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 4521 HIGHWOODS PARKWAY CITY: GLEN ALLEN STATE: VA ZIP: 23060-6148 BUSINESS PHONE: 8047470136 MAIL ADDRESS: STREET 1: 4521 HIGHWOODS PKWY CITY: GLEN ALLEN STATE: VA ZIP: 23060 FORMER COMPANY: FORMER CONFORMED NAME: MARKEL GROUP, INC. DATE OF NAME CHANGE: 20230526 FORMER COMPANY: FORMER CONFORMED NAME: MARKEL CORP DATE OF NAME CHANGE: 20000411 FORMER COMPANY: FORMER CONFORMED NAME: MARKEL HOLDINGS INC DATE OF NAME CHANGE: 19991005 4 1 wk-form4_1715200272.xml FORM 4 X0508 4 2024-05-06 0 0001096343 MARKEL GROUP INC. MKL 0001096933 MARKEL ANTHONY F C/O MARKEL GROUP INC. 4521 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 1 0 0 0 0 Common Stock 2024-05-06 4 J 0 2200 1594.243 A 17200 D Common Stock 2024-05-06 4 G 0 1880 0 D 15320 D Common Stock 2024-05-06 4 G 0 320 0 D 15000 D Common Stock 2024-05-06 4 G 0 320 0 A 3970 I By Spouse Common Stock 37343 I By Trust Common Stock 8177 I As Trustee Common Stock 6220 I As Trustee Common Stock 2443 I By Trust Common Stock 1882 I As Trustee 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. This transaction involved a gift of securities by the reporting person to his spouse. Beneficial ownership of securities is expressly disclaimed. The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. The reporting person is a Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. The reporting person is the Trustee under trusts for the benefit of himself and his children. 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. The reporting person is a Trustee under trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. /s/ Karen O. Earls, Attorney-in-fact for Anthony F. Markel 2024-05-08