Phocas Financial Corp.

Position in WTM — White Mountains Insurance Group Ltd

CIK 1356783 ALAMEDA, CA

Position in WTM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,455,284

-$974,068 QoQ

Shares Held

4,078

-5.0% QoQ

Ownership

0.171%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

of 133 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

Phocas Financial Corp. holds $12,034,943 across 2 Insurance - Property & Casualty names. WTM ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WTM	White Mountains Insurance Group Ltd This page	4,078	$8,455,284
2	MCY	Mercury General Corp	33,574	$3,579,659

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,455,284	4,078	-5.0%	Shares	Sole	2026-07-31
2026-03-31	$9,429,352	4,292	-21.8%	Shares	Sole	2026-05-01
2025-12-31	$11,410,462	5,491	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$9,201,717	5,505	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$9,682,522	5,392	+0.0%	Shares	Sole	2025-08-06
2025-03-31	$10,382,042	5,391	-5.5%	Shares	Sole	2025-05-09
2024-12-31	$11,090,732	5,702	+11.5%	Shares	Sole	2025-03-05
2023-12-31	$7,695,116	5,113	+1.9%	Shares	Sole	2024-01-30
2023-09-30	$7,502,380	5,016	-0.1%	Shares	Sole	2023-10-10
2023-06-30	$6,975,106	5,022	-0.7%	Shares	Sole	2023-07-13
2023-03-31	$6,965,966	5,057	+1.0%	Shares	Sole	2023-04-13
2022-12-31	$7,080,135	5,006	-24.6%	Shares	Sole	2023-01-11
2022-09-30	$8,648,143	6,637	+3.3%	Shares	Sole	2022-10-14
2022-06-30	$8,003,892	6,423	-1.0%	Shares	Sole	2022-08-15
2022-03-31	$7,373,061	6,489	-1.6%	Shares	Sole	2022-05-25
2021-12-31	$6,684,642	6,593	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.