FIRST TRUST ADVISORS LP

Position in WTM — White Mountains Insurance Group Ltd

CIK 1125816 Wheaton, IL

Position in WTM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,718,303

-$2,747,123 QoQ

Shares Held

3,058

-32.9% QoQ

Ownership

0.128%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $3,198,358,849 across 37 Insurance - Property & Casualty names. WTM ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,605,984	$523,438,364
2	TRV	Travelers Companies, Inc.	1,705,401	$497,431,362
3	ALL	Allstate Corp	2,232,938	$462,977,364
4	CINF	Cincinnati Financial Corp	2,104,457	$331,136,308
5	PGR	Progressive Corp/Oh/	1,453,827	$288,206,664
6	WRB	Berkley W R Corp	3,972,929	$263,325,734
7	THG	Hanover Insurance Group, Inc.	827,320	$143,415,921
8	AIZ	Assurant, Inc.	632,896	$137,851,077

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,718,303	3,058	-32.9%	Shares	Sole	2026-05-13
2025-12-31	$9,465,426	4,555	-19.7%	Shares	Sole	2026-02-13
2025-06-30	$10,185,323	5,672	-75.3%	Shares	Sole	2025-08-13
2025-03-31	$44,153,048	22,927	+13.4%	Shares	Sole	2025-05-14
2024-12-31	$39,325,225	20,218	+85.3%	Shares	Sole	2025-02-13
2024-09-30	$18,505,542	10,910	-6.2%	Shares	Sole	2024-11-13
2024-06-30	$21,136,943	11,630	+55.6%	Shares	Sole	2024-08-13
2024-03-31	$13,408,803	7,473	+61.6%	Shares	Sole	2024-05-13
2023-12-31	$6,959,166	4,624	+433.3%	Shares	Sole	2024-02-13
2023-09-30	$1,296,763	867	-72.8%	Shares	Sole	2023-11-13
2023-03-31	$4,392,815	3,189	+31.1%	Shares	Sole	2023-05-15
2022-12-31	$3,439,650	2,432	+474.9%	Shares	Sole	2023-02-09
2022-09-30	$551,177	423	-90.4%	Shares	Sole	2022-11-14
2022-06-30	$5,489,202	4,405	-67.6%	Shares	Sole	2022-08-12
2022-03-31	$15,461,953	13,608	-49.8%	Shares	Sole	2022-05-13
2021-12-31	$27,480,745	27,104	+4.1%	Shares	Sole	2022-02-08
2021-09-30	$27,848,365	26,036	+2.8%	Shares	Sole	2021-11-15
2021-06-30	$29,072,711	25,324	+34.9%	Shares	Sole	2021-10-12
2021-03-31	$20,936,707	18,779	+104.9%	Shares	Sole	2021-05-14
2020-12-31	$9,172,049	9,166	-37.6%	Shares	Sole	2021-02-02
2020-06-30	$13,036,287	14,681	+51.0%	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.