NEUBERGER BERMAN GROUP LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1465109
NEW YORK, NY
Position in WTM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$273,993,865
+$4,568,964 QoQ
Shares Held
124,715
-3.8% QoQ
Ownership
5.23%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,128,698,778 across 23 Insurance - Property & Casualty names. WTM ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,699,669 | $336,942,381 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
This page
|
124,715 | $273,993,865 | |
| 3 | STC |
Stewart Information Services Corp
|
2,569,225 | $158,212,875 | |
| 4 | TRV |
Travelers Companies, Inc.
|
381,495 | $111,274,461 | |
| 5 | CB |
Chubb Ltd
|
285,342 | $93,001,517 | |
| 6 | HGTY |
Hagerty, Inc.
|
8,721,368 | $91,836,004 | |
| 7 | ALL |
Allstate Corp
|
133,893 | $27,761,373 | |
| 8 | LMND |
Lemonade, Inc.
|
167,595 | $10,504,853 |
All Filings in WTM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,993,865 | 124,715 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $269,424,901 | 129,654 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $192,249,871 | 115,015 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $150,299,967 | 83,699 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $109,509,265 | 56,864 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $88,379,640 | 45,438 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $56,161,181 | 33,110 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,189,259 | 17,161 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,819,419 | 1,014 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,533,604 | 1,019 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $1,534,577 | 1,026 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,479,188 | 1,065 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,476,668 | 1,072 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,486,460 | 1,051 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,381,200 | 1,060 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,173,853 | 942 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,069,201 | 941 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $958,135 | 945 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $791,511 | 740 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $849,541 | 740 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $826,140 | 741 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $706,465 | 706 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $541,405 | 695 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $800,800 | 880 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||