Position in WTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,584,768
+$10,646,310 QoQ
Shares Held
16,198
+55.1% QoQ
Ownership
0.679%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. WTM ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,584,768 | 16,198 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,938,458 | 10,441 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $12,470,256 | 6,001 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $20,200,317 | 12,085 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,000,147 | 5,012 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,774,998 | 3,518 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,375,428 | 4,306 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,098,775 | 3,006 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,175,084 | 1,747 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,165,144 | 1,764 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,459,185 | 1,634 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,647,370 | 1,770 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,627,801 | 1,172 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,631,005 | 1,910 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,900,858 | 1,344 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,598,221 | 1,994 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,668,566 | 1,339 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,017,961 | 1,776 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,001,143 | 2,960 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,611,001 | 3,376 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,212,121 | 3,669 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,338,075 | 3,891 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,605,377 | 3,603 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,672,985 | 4,715 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,839,727 | 3,198 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $873,600 | 960 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||