Position in WTM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$604,164
+$20,238 QoQ
Shares Held
275
-2.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Arax Advisory Partners holds $10,439,949 across 36 Insurance - Property & Casualty names. WTM ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,666 | $2,824,509 | |
| 2 | PGR |
Progressive Corp/Oh/
|
10,649 | $2,111,057 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,920 | $1,435,065 | |
| 4 | CINF |
Cincinnati Financial Corp
|
4,765 | $749,772 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
This page
|
275 | $604,164 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
1,432 | $489,257 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
2,521 | $437,015 | |
| 8 | WRB |
Berkley W R Corp
|
6,322 | $419,022 |
All Filings in WTM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,164 | 275 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $583,926 | 281 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $849,132 | 508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $325,025 | 181 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $350,496 | 182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $344,275 | 177 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $303,619 | 179 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $318,053 | 175 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $297,853 | 166 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $260,366 | 173 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $255,762 | 171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $204,169 | 147 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $165,298 | 120 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $164,062 | 116 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $148,544 | 114 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $135,828 | 109 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $119,305 | 105 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $108,487 | 107 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $113,378 | 106 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $113,654 | 99 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $87,057 | 87 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $62,320 | 80 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $45,286 | 51 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $46,410 | 51 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||