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Equibles

BALDWIN WEALTH PARTNERS LLC/MA

Position in WTM — White Mountains Insurance Group Ltd

CIK 1021258 Marion, MA
Back to WTM Full portfolio

Position in WTM

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$207,338
-$12,358 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#40
of 64 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WTM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $3,275,714 across 4 Insurance - Property & Casualty names. WTM ranks #4 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HCI
HCI Group, Inc.
 11,337 $1,986,809
2 TRV
Travelers Companies, Inc.
 2,517 $830,912
3 KNSL
Kinsale Capital Group, Inc.
 760 $250,655
4 WTM
White Mountains Insurance Group Ltd
This page 		100 $207,338

All Filings in WTM

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $207,338 100
2026-03-31 $219,696 100
2025-12-31 $207,803 100
2024-09-30 $169,620 100
2024-06-30 $181,745 100
2024-03-31 $179,430 100
2023-12-31 $150,501 100
2023-09-30 $149,568 100
2023-06-30 $138,891 100
2023-03-31 $137,749 100
2022-12-31 $141,433 100
2022-09-30 $130,302 100
2022-06-30 $124,613 100
2022-03-31 $113,624 100
2021-12-31 $101,390 100
2021-09-30 $106,961 100
2021-06-30 $114,803 100
2021-03-31 $111,490 100
2020-12-31 $100,066 100
2020-09-30 $77,900 100
2020-06-30 $88,797 100
2020-03-31 $91,000 100

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