FIRST TRUST ADVISORS LP
Position in WTM — White Mountains Insurance Group Ltd
CIK 1125816
Wheaton, IL
Position in WTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,986,226
+$15,267,923 QoQ
Shares Held
10,604
+246.8% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 354 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $4,027,840,638 across 35 Insurance - Property & Casualty names. WTM ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
4,145,056 | $767,415,667 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,803,212 | $595,276,345 | |
| 3 | CB |
Chubb Ltd
|
1,742,005 | $593,570,782 | |
| 4 | ALL |
Allstate Corp
|
2,438,113 | $580,124,607 | |
| 5 | WRB |
Berkley W R Corp
|
3,624,858 | $255,661,234 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,046,033 | $228,505,908 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
824,257 | $176,489,908 | |
| 8 | ORI |
Old Republic International Corp
|
4,060,586 | $166,159,178 |
All Filings in WTM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,986,226 | 10,604 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,718,303 | 3,058 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,465,426 | 4,555 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $10,185,323 | 5,672 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,153,048 | 22,927 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $39,325,225 | 20,218 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,505,542 | 10,910 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,136,943 | 11,630 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,408,803 | 7,473 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,959,166 | 4,624 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,296,763 | 867 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $4,392,815 | 3,189 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,439,650 | 2,432 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $551,177 | 423 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,489,202 | 4,405 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,461,953 | 13,608 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,480,745 | 27,104 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,848,365 | 26,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,072,711 | 25,324 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $20,936,707 | 18,779 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,172,049 | 9,166 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $13,036,287 | 14,681 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $8,848,840 | 9,724 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||