Chicago Partners Investment Group LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1563525
CHICAGO, IL
Position in WTM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,084,382
+$58,402 QoQ
Shares Held
523
+12.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#146
of 352 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $14,021,725 across 17 Insurance - Property & Casualty names. WTM ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,333 | $2,839,386 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,713 | $1,885,975 | |
| 3 | ALL |
Allstate Corp
|
6,671 | $1,587,297 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
5,116 | $1,095,437 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
This page
|
523 | $1,084,382 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,427 | $748,628 | |
| 7 | PRCH |
Porch Group, Inc.
|
43,123 | $648,569 | |
| 8 | WRB |
Berkley W R Corp
|
7,816 | $551,262 |
All Filings in WTM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,382 | 523 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,025,980 | 467 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,086,809 | 523 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $862,504 | 516 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $917,612 | 511 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $945,572 | 491 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $883,057 | 454 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $770,074 | 454 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $819,669 | 451 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $809,229 | 451 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $678,759 | 451 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $673,060 | 450 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $625,009 | 450 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $619,870 | 450 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $636,448 | 450 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $586,359 | 450 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $560,758 | 450 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $511,308 | 450 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $456,255 | 450 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $481,324 | 450 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $516,613 | 450 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $501,705 | 450 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $450,297 | 450 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $350,550 | 450 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||