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Stock brief · the live tape
MKLMarkel Group Inc.
Financials
$1,818.69
▼ $196.31 (-9.7%) · 30dclose Friday, August 28, 2026
Disclosed flow is one-sided toward buying.
3 members · 27 disclosed trades · 34 insider filings
The Hill
▲ 19▼ 8
19 buys · 8 sellsThe Boardroom
▲ 27▼ 7
27 buys · 7 sells · 34 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed33
Events counted, 90d18
Net congressional flowselling
The tape
Price with a twin dot per disclosed trade: filled at the trade, hollow at the filing. The dashed gap is what the market did in between, not anyone’s return.
trade (congress)filingtrade (insider)call legput leg
The cost of chasing
Each rail runs from their trade to their filing. The hatched part is the move a copier missed to the disclosure lag; the solid part is what copying at the filing kept.
Delaney-10.8-3.2
Delaney-8.8-3.2
Delaney-9.7-3.2
Delaney-9.7-3.2
Kean+1.8-5.4
Kean-7.0-5.4
Delaney+2.20.0
Delaney+2.6+1.9
Kean-10.4-12.0
Delaney-7.0-11.9
Median copy kept -6.2% from the filing vs -6.9% from the trade date; the lag took -0.7 pts. The S&P returned +20.2% over the same windows. Numbers describe the window shown; they are not a forecast.
Who is behind it
Congress members with a disclosed position, biggest first. Click through to their dossier.
April McClain DelaneyHouse · Science, Space & Technology · AgricultureFiled this one in 6dmixed$242KJ. French HillHouse · Intelligence · Financial ServicesFiled this one in 31dbought$108KThomas H. Kean, Jr.House · Energy & Commerce · Foreign AffairsFiled this one in 43dsold$81K
Committee overlap is a fact, not an accusation. An option leg behind a share buy reads very differently from a plain purchase, so it is called out but never scored as intent.
The boardroom
Scheduled 10b5-1 sales are usually noise, set on autopilot months ago. The unscheduled ones are the tell.
Crowley Andrew G.EVP & Pres., Markel VenturesUnscheduled
Costanzo Brian J.Chief Financial OfficerUnscheduled
Crowley Andrew G.EVP & Pres., Markel VenturesUnscheduled
Leopold DianeDirectorUnscheduled
MICHAEL JONATHAN EDirectorUnscheduled
Cunningham Lawrence ADirectorUnscheduled
Puckett A. LynneDirectorUnscheduled
OREILLY MICHAELDirectorUnscheduled
Morrison Harold Lawrence Jr.DirectorUnscheduled
Besca MarkDirectorUnscheduled
Housel Morgan E.DirectorUnscheduled
Harris Greta JDirectorUnscheduled
Harris Greta JDirectorUnscheduled
Harris Greta JDirectorUnscheduled
Harris Greta JDirectorUnscheduled
MICHAEL JONATHAN EDirectorUnscheduled
Morrison Harold Lawrence Jr.DirectorUnscheduled
Besca MarkDirectorUnscheduled
Cunningham Lawrence ADirectorUnscheduled
OREILLY MICHAELDirectorUnscheduled
Housel Morgan E.DirectorUnscheduled
Puckett A. LynneDirectorUnscheduled
Leopold DianeDirectorUnscheduled
GAYNER THOMAS SINNICKSONChief Executive Officer, DirectorUnscheduled
Grinnan Richard RandolphSVP, Chief Legal Officer & SecUnscheduled
Crowley Andrew G.EVP & Pres., Markel VenturesUnscheduled
Crowley Andrew G.EVP & Pres., Markel VenturesUnscheduled
Costanzo Brian J.Chief Financial OfficerUnscheduled
Costanzo Brian J.Chief Financial OfficerUnscheduled
Leopold DianeDirectorUnscheduled
Leopold DianeDirectorUnscheduled
Puckett A. LynneDirectorUnscheduled
Crowley Andrew G.EVP & Pres., Markel VenturesUnscheduled
Costanzo Brian J.Chief Financial OfficerUnscheduled
The forward book
Every disclosed option leg on this ticker: what was filed, and where the strike sits versus today.
No disclosed option legs on MKL yet. They plot here the day they file.
A call and a put are shown as filed. We do not infer whether a leg is a hedge or a leveraged bet, because the filing does not say. Read the strike and expiry, not an implied intent.
The fund book
Tracked 13F holders and how their position moved, quarter over quarter.
13F fund positions on MKL light up when fund ingestion lands. Quarter-end marks, up to 45 days lagged, never live holdings.
Cross-check
When different sources file on the same name inside a window. Overlap like this is rare.
- April McClain DelaneyHouse · Science, Space & Technology · Agriculture▼
- Thomas H. Kean, Jr.House · Energy & Commerce · Foreign Affairs▼
- Crowley Andrew G.EVP & Pres., Markel Ventures▲
- Costanzo Brian J.Chief Financial Officer▲
- Leopold DianeDirector▲
- MICHAEL JONATHAN EDirector▲
Last 90 days · 6 filers converging
Sources file on different clocks; an overlap like this is rare.
⚠️ Public information, sourced from STOCK Act, Form 4 and 13F filings. Ranges use midpoints. Price paths between a trade and its filing are market moves, not anyone’s return. Not financial advice.