Welcome to our dedicated page for MARKEL GROUP SEC filings (Ticker: MKL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Markel Group Inc. filings document the financial reporting, governance, and capital-structure disclosures of a diversified holding company centered on specialty insurance. Its regulatory record includes 8-K reports for annual and quarterly results, Regulation FD materials such as shareholder letters, leadership and compensation changes, and reporting changes tied to business re-segmentation.
Proxy filings describe board matters, executive compensation, shareholder voting items, and equity-award disclosures. Other filings address registered securities and plan-interest matters, including Costa Farms LLC 401(k) Plan disclosures, while preserving Markel Group’s continuing reporting obligations for its common shares.
Housel Morgan E. reported acquisition or exercise transactions in this Form 4 filing.
MARKEL GROUP INC. director Morgan E. Housel received a grant of 89 shares of restricted common stock at no cost as equity compensation. After this award, he directly holds 963.05 shares. The restricted stock was granted under the MKL 2024 Equity Incentive Compensation Plan and will vest on May 20, 2027, subject to certain conditions.
Puckett A. Lynne reported acquisition or exercise transactions in this Form 4 filing.
Markel Group Inc. director Lynne Puckett reported an equity compensation grant of 89 shares of common stock, classified as restricted stock awarded at $0.00 per share under the MKL 2024 Equity Incentive Compensation Plan.
These restricted shares are scheduled to vest, subject to certain conditions, on May 20, 2027. Following the grant, she directly holds 441.4802 shares of Markel common stock and indirectly holds 1,463 shares through a trust where she and her spouse are co-trustees and beneficiaries.
Leopold Diane reported acquisition or exercise transactions in this Form 4 filing.
MARKEL GROUP INC. director Diane Leopold reported a compensation-related stock grant and updated holdings. She received 89 shares of Common Stock as a restricted stock award at $0.00 per share under the MKL 2024 Equity Incentive Compensation Plan, bringing her direct holdings to 2,279.0993 shares. The restricted shares will vest, subject to certain conditions, on May 20, 2027. The filing also reflects 550 shares of Common Stock held indirectly through her spouse, for which beneficial ownership is expressly disclaimed.
Markel Group Inc. shareholders approved an amendment to the company’s Amended and Restated Articles of Incorporation that reduces the default voting requirement under Virginia law to a majority of all votes entitled to be cast for major corporate actions such as mergers, dissolutions, and significant asset sales. At the same annual meeting, shareholders elected all director nominees, approved on an advisory basis the compensation of named executive officers, and ratified KPMG LLP as independent auditor for the year ending December 31, 2026. Shareholders rejected two proposals: one seeking a report on strategies to mitigate material environmental risks and another seeking the ability for shareholders to call a special shareholder meeting.
Markel Group Inc. is sharing a leadership presentation at its 2026 Annual Meeting of Shareholders, outlining long-term financial performance and strategy. The slides show operating revenues rising across five-year buckets to $68.7 billion for 2021–2025 and consolidated adjusted operating income reaching $9.2 billion over the same period.
Adjusted operating income grew to $2.323 billion for the last twelve months ended Q1 2026, with a five-year compound annual growth rate of 16% for the Industrial, Financial, and Consumer & Other segments. These segments together also delivered five-year average organic revenue growth of 7.5% and a five-year average pre-tax return on tangible capital of 26%, including 27% in 2025.
The company highlights a declining share count from 13.8 million in 2020 to 12.6 million in 2025, underwriting combined ratios generally in the mid-90% range, and capital allocation that returned $2.1 billion from operating companies while investing $1.3 billion into acquisitions. Management emphasizes specialty insurance focus, decentralized P&L ownership, and “The Markel Style” culture as competitive advantages, and uses non-GAAP measures such as adjusted operating income and organic revenue growth with reconciliations provided in appendices.
MARKEL GROUP INC. Chief Executive Officer Thomas Sinnickson Gayner reported updated holdings of the company’s Common Stock. The primary activity was an F-code tax-withholding disposition, where 481.668 shares were withheld at $1844.0000 per share to satisfy exercise price or tax liabilities, leaving 56,259.6654 shares held directly.
The filing also lists indirect holdings, including 2,024 shares held by his spouse, 422.6600 shares held by a trust, and 2,822.2880 shares in a 401(k) Plan. A footnote notes that 11.218 shares were acquired under the MKL 401(k) plan between December 31, 2025 and March 31, 2026, based on the plan balance as of March 31, 2026, and states that beneficial ownership of certain securities is expressly disclaimed.
Markel Group Inc. senior vice president and chief legal officer Richard Randolph Grinnan reported routine share movements involving company stock. The filing shows a tax-withholding disposition of 116.358 shares of common stock at $1844.0000 per share to satisfy exercise price or tax liabilities, after which he directly held 4,147.0699 shares.
He also reported indirect ownership of 120.3240 shares held through a 401(k) plan. A footnote explains that 3.225 shares were acquired under the Markel 401(k) plan between December 31, 2025 and March 31, 2026, and that the 401(k) information reflects the plan balance as of March 31, 2026. The transactions are administrative and compensation-related rather than open-market trades.
MARKEL GROUP INC. executive Andrew G. Crowley reported routine share movements related to compensation and retirement plans. He acquired 60.2555 shares of common stock at $1,659.60 per share under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan, and 74.866 shares were disposed of to cover tax obligations at $1,844.00 per share. Following these transactions, he directly holds 2,678.100 shares of common stock and indirectly holds 209.299 shares through a 401(k) plan based on the plan balance as of March 31, 2026. These are not open-market purchases or sales but plan-related adjustments.
Markel Group Inc. Chief Financial Officer Brian J. Costanzo reported routine changes in his Markel holdings. On May 15, 2026, he acquired 30.1277 shares of Common Stock at $1,659.60 per share in an "other" transaction, with a footnote stating these shares were acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. On the same date, 13.08 shares were disposed of at $1,844.00 per share as a tax-withholding disposition, meaning shares were delivered to cover tax obligations rather than sold in the open market. Following these transactions, he directly owned 1,630.0752 shares of Markel Common Stock. He also indirectly held 226.3230 shares through a 401(k) Plan, with that balance reported as of March 31, 2026.