ZACKS INVESTMENT MANAGEMENT
Position in WTM — White Mountains Insurance Group Ltd
CIK 1086483
Chicago, IL
Position in WTM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$344,922
+$18,672 QoQ
Shares Held
157
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $49,527,474 across 9 Insurance - Property & Casualty names. WTM ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
328,412 | $21,767,147 | |
| 2 | AIZ |
Assurant, Inc.
|
70,545 | $15,365,406 | |
| 3 | ALL |
Allstate Corp
|
32,970 | $6,835,999 | |
| 4 | UFCS |
United Fire Group Inc
|
97,773 | $3,623,467 | |
| 5 | ORI |
Old Republic International Corp
|
19,112 | $762,568 | |
| 6 | CB |
Chubb Ltd
|
1,117 | $364,063 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
This page
|
157 | $344,922 | |
| 8 | TRV |
Travelers Companies, Inc.
|
1,182 | $344,765 |
All Filings in WTM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,922 | 157 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $326,250 | 157 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $262,428 | 157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $265,766 | 148 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $285,019 | 148 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $287,868 | 148 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $251,037 | 148 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||