ENVESTNET ASSET MANAGEMENT INC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1407543
Berwyn, PA
Position in WTM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$28,691,569
-$5,499,719 QoQ
Shares Held
13,838
-11.1% QoQ
Ownership
0.580%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 133 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,559,316,886 across 27 Insurance - Property & Casualty names. WTM ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,108,462 | $460,593,523 | |
| 2 | CB |
Chubb Ltd
|
1,299,490 | $442,788,222 | |
| 3 | TRV |
Travelers Companies, Inc.
|
557,657 | $184,093,728 | |
| 4 | ALL |
Allstate Corp
|
323,880 | $77,064,007 | |
| 5 | AIZ |
Assurant, Inc.
|
223,542 | $60,027,733 | |
| 6 | WRB |
Berkley W R Corp
|
830,557 | $58,579,185 | |
| 7 | MKL |
Markel Group Inc.
|
29,808 | $58,215,322 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
113,474 | $37,424,859 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,691,569 | 13,838 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $34,191,288 | 15,563 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $32,828,717 | 15,798 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,403,708 | 17,591 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,444,852 | 17,511 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $33,256,814 | 17,269 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $31,926,216 | 16,414 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,437,731 | 16,176 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $27,750,644 | 15,269 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,579,540 | 14,256 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,581,011 | 13,675 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,072,421 | 12,083 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,011,263 | 7,208 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,672,734 | 7,022 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,316,191 | 6,587 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,682,022 | 6,663 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,211,392 | 7,392 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,862,780 | 6,920 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,464,331 | 7,362 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,710,818 | 7,209 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $8,340,437 | 7,265 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,805,414 | 7,001 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,508,292 | 6,504 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,916,269 | 6,311 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,476,110 | 6,167 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,718,350 | 5,185 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||