Sequoia Financial Advisors, LLC

Position in WTM — White Mountains Insurance Group Ltd

CIK 1599900 Akron, OH

Position in WTM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,679,445

-$130,850 QoQ

Shares Held

810

-1.7% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#122

of 352 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. WTM ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	135,459	$29,591,018
2	TRV	Travelers Companies, Inc.	33,397	$11,025,017
3	CB	Chubb Ltd	26,597	$9,062,661
4	ALL	Allstate Corp	27,857	$6,628,294
5	MKL	Markel Group Inc.	1,526	$2,980,293
6	WTM	White Mountains Insurance Group Ltd This page	810	$1,679,445
7	L	Loews Corp	14,549	$1,647,092
8	CINF	Cincinnati Financial Corp	7,872	$1,457,422

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,679,445	810	-1.7%	Shares	Sole	2026-07-17
2026-03-31	$1,810,295	824	-9.1%	Shares	Sole	2026-04-30
2025-12-31	$1,882,695	906	+10.8%	Shares	Sole	2026-02-03
2025-09-30	$1,367,303	818	-1.4%	Shares	Sole	2025-10-29
2025-06-30	$1,490,447	830	+0.5%	Shares	Sole	2025-07-25
2025-03-31	$1,590,719	826	-9.9%	Shares	Sole	2025-04-23
2024-12-31	$1,783,620	917	+3.7%	Shares	Sole	2025-08-08
2024-09-30	$1,499,440	884	+353.3%	Shares	Sole	2024-10-21
2024-06-30	$354,402	195	0.0%	Shares	Sole	2024-07-15
2024-03-31	$349,888	195	-62.9%	Shares	Sole	2024-04-30
2023-12-31	$790,130	525	+167.9%	Shares	Sole	2024-01-26
2023-09-30	$293,155	196	0.0%	Shares	Sole	2023-11-08
2023-06-30	$272,226	196	0.0%	Shares	Sole	2023-08-08
2023-03-31	$269,988	196	0.0%	Shares	Sole	2023-04-25
2022-12-31	$277,208	196	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.