OPPENHEIMER ASSET MANAGEMENT INC.
Position in WTM — White Mountains Insurance Group Ltd
CIK 1269119
NEW YORK, NY
Position in WTM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,811,516
-$439,984 QoQ
Shares Held
1,356
-8.4% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#16
of 133 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $97,923,933 across 12 Insurance - Property & Casualty names. WTM ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
118,585 | $40,406,648 | |
| 2 | TRV |
Travelers Companies, Inc.
|
59,242 | $19,556,968 | |
| 3 | PGR |
Progressive Corp/Oh/
|
54,579 | $11,922,778 | |
| 4 | ALL |
Allstate Corp
|
39,573 | $9,415,999 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
15,702 | $5,178,673 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
This page
|
1,356 | $2,811,516 | |
| 7 | RLI |
Rli Corp
|
44,084 | $2,604,041 | |
| 8 | AIZ |
Assurant, Inc.
|
8,861 | $2,379,444 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,811,516 | 1,356 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,251,500 | 1,480 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $3,121,201 | 1,502 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $2,627,629 | 1,572 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $2,447,566 | 1,363 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,570,956 | 1,335 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $3,009,007 | 1,547 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,445,920 | 1,442 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $2,638,936 | 1,452 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $2,520,991 | 1,405 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,207,848 | 1,467 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,271,952 | 1,519 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,391,702 | 1,722 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,385,812 | 1,732 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,810,273 | 1,987 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,685,523 | 2,061 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,624,349 | 2,106 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,720,158 | 2,394 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,397,873 | 2,365 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,744,618 | 2,566 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,485,484 | 2,165 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,857,487 | 2,563 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,471,630 | 2,470 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,073,462 | 1,378 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,201,423 | 1,353 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,480,570 | 1,627 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||