CAPTRUST FINANCIAL ADVISORS
Position in WTM — White Mountains Insurance Group Ltd
CIK 1512024
RALEIGH, NC
Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,713,245
+$1,248,234 QoQ
Shares Held
1,235
+75.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $283,539,322 across 26 Insurance - Property & Casualty names. WTM ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,829,433 | $112,894,376 | |
| 2 | MKL |
Markel Group Inc.
|
25,753 | $49,293,042 | |
| 3 | CB |
Chubb Ltd
|
91,760 | $29,907,336 | |
| 4 | ALL |
Allstate Corp
|
132,215 | $27,413,458 | |
| 5 | WRB |
Berkley W R Corp
|
240,875 | $15,965,195 | |
| 6 | TRV |
Travelers Companies, Inc.
|
52,832 | $15,410,037 | |
| 7 | PGR |
Progressive Corp/Oh/
|
31,125 | $6,170,220 | |
| 8 | L |
Loews Corp
|
48,475 | $5,174,221 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,713,245 | 1,235 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,465,011 | 705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,181,764 | 707 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,362,951 | 759 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,712,045 | 889 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,161,200 | 597 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $909,163 | 536 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $963,248 | 530 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $945,596 | 527 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,243,138 | 826 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,088,862 | 728 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $958,347 | 690 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,022,097 | 742 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,052,261 | 744 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $969,446 | 744 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $767,616 | 616 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $789,686 | 695 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $693,507 | 684 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $250,288 | 234 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $307,672 | 268 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $375,721 | 337 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $773,510 | 773 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $602,167 | 773 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $662,425 | 746 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $93,730 | 103 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||