Focus Partners Wealth
Position in WTM — White Mountains Insurance Group Ltd
CIK 1542153
ST LOUIS, MO
Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,480,367
-$865,261 QoQ
Shares Held
1,129
-29.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $152,147,863 across 20 Insurance - Property & Casualty names. WTM ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
143,065 | $46,629,175 | |
| 2 | ORI |
Old Republic International Corp
|
584,757 | $23,331,804 | |
| 3 | PGR |
Progressive Corp/Oh/
|
88,756 | $17,594,989 | |
| 4 | MKL |
Markel Group Inc.
|
8,262 | $15,814,045 | |
| 5 | ALL |
Allstate Corp
|
64,708 | $13,416,556 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
27,970 | $9,556,230 | |
| 7 | L |
Loews Corp
|
48,501 | $5,176,996 | |
| 8 | CINF |
Cincinnati Financial Corp
|
27,202 | $4,280,234 |
All Filings in WTM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,480,367 | 1,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,345,628 | 1,610 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,261,566 | 1,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,865,969 | 1,596 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,594,066 | 1,347 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,699,743 | 1,388 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $2,328,882 | 1,373 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||