Stratos Wealth Partners, LTD.
Position in WTM — White Mountains Insurance Group Ltd
CIK 1612865
BEACHWOOD, OH
Position in WTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$236,366
+$22,410 QoQ
Shares Held
114
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 352 holders
Holding Since
Dec 2024
2 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 Jun 30, 2026Stratos Wealth Partners, LTD. holds $20,031,333 across 8 Insurance - Property & Casualty names. WTM ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
59,082 | $12,906,462 | |
| 2 | CB |
Chubb Ltd
|
8,769 | $2,987,949 | |
| 3 | ALL |
Allstate Corp
|
7,045 | $1,676,287 | |
| 4 | CINF |
Cincinnati Financial Corp
|
7,796 | $1,443,351 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
5,075 | $296,126 | |
| 6 | MCY |
Mercury General Corp
|
2,532 | $269,961 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
This page
|
114 | $236,366 | |
| 8 | MKL |
Markel Group Inc.
|
110 | $214,831 |
All Filings in WTM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,366 | 114 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $213,956 | 110 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||