Susan Davies signed Markel Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Markel Group Inc.'s EIN is 54-1959284.
Download the official 2024 Form 5500 (PDF) for Markel Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Markel Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $151K | — |
| SAGEVIEW ADVISORY GROUP, LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Markel Group Inc.* 121,958 shares of Markel Group Inc. common stock, cost of $95,119,536 | Common Stocks | — | $95.1M | $210.5M | 21.4% | |
| Fidelity Management Trust* 3,031,928 shares of Fidelity Contrafund Commingled Pool - Class A | Common Collective Trusts | — | $3.0M | $137.9M | 14.0% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $137.9M | 14.0% | |
| Fidelity Investments* 472,337 shares of Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | $472K | $96.4M | 9.8% | |
| Fidelity Investments* 8,204,201 shares of Fidelity Freedom 2040 Fund - Class K6 | Mutual Funds | — | $8.2M | $94.3M | 9.6% | |
| Fidelity Investments* 4,712,827 shares of Fidelity Freedom 2030 Fund - Class K6 | Mutual Funds | — | $4.7M | $82.3M | 8.4% | |
| Fidelity Investments* 4,629,906 shares of Fidelity Freedom 2050 Fund - Class K6 | Mutual Funds | — | $4.6M | $63.1M | 6.4% | |
| Fidelity Investments* Institutional Class | Mutual Funds | — | — | $34.7M | 3.5% | |
| Fidelity Investments* 1,937,920 shares of Fidelity Puritan Fund - Class K6 | Mutual Funds | — | $1.9M | $31.3M | 3.2% | |
| Fidelity Investments* 347,864 shares of Fidelity Equity-Income Fund - Class K | Mutual Funds | — | $348K | $25.6M | 2.6% | |
| Fidelity Investments* 2,500,198 shares of Fidelity U.S. Bond Index Fund - Institutional Class | Common Collective Trusts | — | $2.5M | $25.6M | 2.6% | |
| Fidelity Investments* 1,776,184 shares of Fidelity Freedom 2020 Fund - Class K6 | Mutual Funds | — | $1.8M | $25.4M | 2.6% | |
| Fidelity Investments* 372,593 shares of Fidelity Overseas Fund - Class K | Mutual Funds | — | $373K | $23.2M | 2.4% | |
| Fidelity Investments* 241,098 shares of Fidelity Extended Market Index Fund - Premium Class | Common Collective Trusts | — | $241K | $21.9M | 2.2% | |
| Fidelity Investments* 323,711 shares of Fidelity International Index Fund - Premium Class | Common Collective Trusts | — | $324K | $15.4M | 1.6% | |
| Fidelity Investments* 858,987 shares of Fidelity Freedom 2060 Fund - Class K6 | Mutual Funds | — | $859K | $12.4M | 1.3% | |
| John Hancock Investments 739,075 shares of John Hancock Bond Fund - Class R6 | Other securities | — | $739K | $9.9M | 1.0% | |
| Fidelity Investments* 591,019 shares of Fidelity Freedom 2035 Fund - Class K6 | Mutual Funds | — | $591K | $9.2M | 0.9% | |
| Participant loans* to 9.50% and maturities ranging from one month to 14 years | Bonds / Notes | — | — | $8.3M | 0.8% | |
| Fidelity Investments* 570,758 shares of Fidelity Freedom 2045 Fund - Class K6 | Mutual Funds | — | $571K | $7.7M | 0.8% | |
| Fidelity Investments* 489,316 shares of Fidelity Freedom 2025 Fund - Class K6 | Mutual Funds | — | $489K | $6.6M | 0.7% | |
| Fidelity Investments* 381,418 shares of Fidelity Freedom 2055 Fund - Class K6 | Mutual Funds | — | $381K | $6.0M | 0.6% | |
| Fidelity Investments* 300,638 shares of Fidelity Freedom 2010 Fund - Class K6 | Mutual Funds | — | $301K | $4.2M | 0.4% | |
| J.P. Morgan 114,938 shares of JPMorgan Equity Income Fund - Class R6 | Other securities | — | $115K | $2.8M | 0.3% | |
| Fidelity Investments* 184,447 shares of Fidelity Freedom 2065 Fund - Class K6 | Mutual Funds | — | $184K | $2.4M | 0.2% | |
| Fidelity Investments* 155,510 shares of Fidelity Freedom Income Fund - Class K6 | Mutual Funds | — | $156K | $1.6M | 0.2% | |
| Fidelity Investments* 24,746 shares of Fidelity Freedom 2015 Fund - Class K6 | Mutual Funds | — | $25K | $281K | <0.1% | |
| Fidelity Investments* 1,255 shares of Fidelity Freedom 2070 Fund - Class K6 | Mutual Funds | — | $1K | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| INVESTMENT ADVISOR |
| $87K |
| — |
