1834 INVESTMENT ADVISORS CO
Position in WTM — White Mountains Insurance Group Ltd
CIK 1138486
Milwaukee, WI
Position in WTM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,438,306
-$145,318 QoQ
Shares Held
1,176
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#18
of 133 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 20261834 INVESTMENT ADVISORS CO holds $3,014,838 across 2 Insurance - Property & Casualty names. WTM ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
This page
|
1,176 | $2,438,306 | |
| 2 | CB |
Chubb Ltd
|
1,692 | $576,532 |
All Filings in WTM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,438,306 | 1,176 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,583,624 | 1,176 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,443,763 | 1,176 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,965,707 | 1,176 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,111,766 | 1,176 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,264,752 | 1,176 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,287,390 | 1,176 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,994,731 | 1,176 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,137,321 | 1,176 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,110,096 | 1,176 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,769,891 | 1,176 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,758,931 | 1,176 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,633,358 | 1,176 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,619,928 | 1,176 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,663,252 | 1,176 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,532,351 | 1,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,465,448 | 1,176 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,336,218 | 1,176 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $1,192,346 | 1,176 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,257,861 | 1,176 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,350,083 | 1,176 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,311,122 | 1,176 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,176,776 | 1,176 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $916,104 | 1,176 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,044,252 | 1,176 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,070,160 | 1,176 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||