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Equibles

Edgestream Partners, L.P.

Position in WTM — White Mountains Insurance Group Ltd

CIK 1535061 Princeton, NJ
Back to WTM Full portfolio

Position in WTM

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$13,638,758
+$6,762,274 QoQ
Shares Held
6,578
+110.2% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#57
of 354 holders
Holding Since
Jun 2023
10 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, 2026

Edgestream Partners, L.P. holds $42,081,862 across 12 Insurance - Property & Casualty names. WTM ranks #1 (32.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WTM
White Mountains Insurance Group Ltd
This page 		6,578 $13,638,758
2 PGR
Progressive Corp/Oh/
 26,143 $5,710,938
3 CNA
Cna Financial Corp
 112,227 $5,455,354
4 AIZ
Assurant, Inc.
 19,275 $5,175,915
5 CINF
Cincinnati Financial Corp
 27,405 $5,073,761
6 HMN
Horace Mann Educators Corp /De/
 60,480 $3,123,792
7 WRB
Berkley W R Corp
 12,700 $895,731
8 TRV
Travelers Companies, Inc.
 2,491 $822,328

All Filings in WTM

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,638,758 6,578
2026-03-31 $6,876,484 3,130
2025-12-31 $1,099,277 529
2025-09-30 $2,291,653 1,371
2025-06-30 $14,022,777 7,809
2025-03-31 $6,817,367 3,540
2024-09-30 $7,585,406 4,472
2023-12-31 $2,724,068 1,810
2023-09-30 $581,823 389
2023-06-30 $725,011 522