Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,101,722
-$3,260,737 QoQ
Shares Held
1,867
-47.3% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $354,502,466 across 28 Insurance - Property & Casualty names. WTM ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
423,812 | $138,133,044 | |
| 2 | WRB |
Berkley W R Corp
|
775,409 | $51,394,108 | |
| 3 | PGR |
Progressive Corp/Oh/
|
233,200 | $46,229,567 | |
| 4 | TRV |
Travelers Companies, Inc.
|
124,627 | $36,351,201 | |
| 5 | ALL |
Allstate Corp
|
58,624 | $12,155,099 | |
| 6 | CINF |
Cincinnati Financial Corp
|
65,702 | $10,338,209 | |
| 7 | MKL |
Markel Group Inc.
|
5,057 | $9,679,451 | |
| 8 | AIZ |
Assurant, Inc.
|
33,361 | $7,266,359 |
All Filings in WTM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,101,722 | 1,867 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,362,459 | 3,543 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,242,748 | 1,940 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,411,868 | 1,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,651,335 | 1,896 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,594,471 | 1,848 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,908,983 | 1,715 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,142,371 | 1,729 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,879,851 | 1,605 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,296,645 | 1,526 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,219,603 | 1,484 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,400,036 | 1,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,177,811 | 1,581 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $420,056 | 297 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $360,936 | 277 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $345,178 | 277 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $227,248 | 200 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $261,586 | 258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $229,966 | 215 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $246,826 | 215 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $239,703 | 215 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $215,141 | 215 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||