PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in WTM — White Mountains Insurance Group Ltd

CIK 1071640 NEW YORK, NY

Position in WTM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,397,464

-$146,998 QoQ

Shares Held

674

-4.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#133

of 352 holders

Holding Since

Jun 2022

14 quarters on record

Financial Services · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $40,697,707 across 13 Insurance - Property & Casualty names. WTM ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	29,504	$10,053,192
2	TRV	Travelers Companies, Inc.	18,440	$6,087,412
3	AIZ	Assurant, Inc.	20,932	$5,620,869
4	PGR	Progressive Corp/Oh/	23,568	$5,148,429
5	ALL	Allstate Corp	21,020	$5,001,498
6	CINF	Cincinnati Financial Corp	13,287	$2,459,955
7	WTM	White Mountains Insurance Group Ltd This page	674	$1,397,464
8	L	Loews Corp	11,943	$1,352,067

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,397,464	674	-4.1%	Shares	Sole	2026-07-20
2026-03-31	$1,544,462	703	-7.6%	Shares	Sole	2026-04-07
2025-12-31	$1,581,380	761	+8.4%	Shares	Sole	2026-01-05
2025-09-30	$1,173,407	702	+10.2%	Shares	Sole	2025-10-23
2025-06-30	$1,143,873	637	+6.5%	Shares	Sole	2025-07-14
2024-12-31	$1,163,145	598	+13.5%	Shares	Sole	2025-01-14
2024-09-30	$893,897	527	-6.7%	Shares	Sole	2024-10-03
2024-06-30	$1,026,859	565	+7.2%	Shares	Sole	2024-07-09
2024-03-31	$945,596	527	+0.4%	Shares	Sole	2024-04-10
2023-12-31	$790,130	525	+5.0%	Shares	Sole	2024-01-10
2023-09-30	$747,844	500	+63.4%	Shares	Sole	2023-10-26
2022-12-31	$432,784	306	+7.4%	Shares	Sole	2023-01-24
2022-09-30	$371,360	285	+17.3%	Shares	Sole	2022-11-01
2022-06-30	$302,809	243	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.