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