Roundview Capital LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1476804
PRINCETON, NJ
Position in WTM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$742,273
-$44,238 QoQ
Shares Held
358
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#175
of 352 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, 2026Roundview Capital LLC holds $27,982,667 across 7 Insurance - Property & Casualty names. WTM ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
72,363 | $15,807,697 | |
| 2 | MKL |
Markel Group Inc.
|
2,923 | $5,708,648 | |
| 3 | CB |
Chubb Ltd
|
10,024 | $3,415,577 | |
| 4 | TRV |
Travelers Companies, Inc.
|
5,283 | $1,744,023 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
This page
|
358 | $742,273 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
3,611 | $350,303 | |
| 7 | ALL |
Allstate Corp
|
900 | $214,146 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,273 | 358 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $786,511 | 358 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $743,934 | 358 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $623,476 | 373 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $673,395 | 375 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $722,178 | 375 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $729,397 | 375 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $636,075 | 375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $681,543 | 375 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $672,862 | 375 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $594,478 | 395 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $598,275 | 400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $555,564 | 400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $550,996 | 400 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $565,732 | 400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $521,208 | 400 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $498,452 | 400 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $454,496 | 400 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $430,907 | 425 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $454,584 | 425 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $494,800 | 431 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $502,819 | 451 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $451,297 | 451 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $351,329 | 451 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $402,250 | 453 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $381,290 | 419 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||