BRADLEY FOSTER & SARGENT INC/CT
Position in WTM — White Mountains Insurance Group Ltd
CIK 1015086
HARTFORD, CT
Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,398,313
-$6,939,418 QoQ
Shares Held
2,002
-63.3% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026BRADLEY FOSTER & SARGENT INC/CT holds $46,339,678 across 8 Insurance - Property & Casualty names. WTM ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
87,550 | $28,535,171 | |
| 2 | TRV |
Travelers Companies, Inc.
|
37,867 | $11,045,046 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
This page
|
2,002 | $4,398,313 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,243 | $642,892 | |
| 5 | WRB |
Berkley W R Corp
|
9,335 | $618,723 | |
| 6 | ALL |
Allstate Corp
|
2,640 | $547,377 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,763 | $277,408 | |
| 8 | L |
Loews Corp
|
2,574 | $274,748 |
All Filings in WTM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,398,313 | 2,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,337,731 | 5,456 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,270,249 | 5,546 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,915,965 | 5,522 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||