Edgestream Partners, L.P.
Position in WTM — White Mountains Insurance Group Ltd
CIK 1535061
Princeton, NJ
Position in WTM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,876,484
+$5,777,207 QoQ
Shares Held
3,130
+491.7% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 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 Mar 31, 2026Edgestream Partners, L.P. holds $24,458,239 across 7 Insurance - Property & Casualty names. WTM ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HMN |
Horace Mann Educators Corp /De/
|
163,101 | $6,961,150 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
This page
|
3,130 | $6,876,484 | |
| 3 | CNA |
Cna Financial Corp
|
119,038 | $5,466,224 | |
| 4 | MKL |
Markel Group Inc.
|
1,952 | $3,736,264 | |
| 5 | LMND |
Lemonade, Inc.
|
12,991 | $814,275 | |
| 6 | CB |
Chubb Ltd
|
1,093 | $356,241 | |
| 7 | PGR |
Progressive Corp/Oh/
|
1,249 | $247,601 |
All Filings in WTM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,876,484 | 3,130 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,099,277 | 529 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,291,653 | 1,371 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,022,777 | 7,809 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,817,367 | 3,540 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $7,585,406 | 4,472 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $2,724,068 | 1,810 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $581,823 | 389 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $725,011 | 522 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||