Triad Investment Management
Position in WTM — White Mountains Insurance Group Ltd
CIK 1615717
NEWPORT BEACH, CA
Position in WTM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,123,346
-$397,614 QoQ
Shares Held
2,471
-1.7% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
6.81%
of 13F equity value
Holder Rank
#12
of 133 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Triad Investment Management holds $5,123,346 across 1 Insurance - Property & Casualty name. WTM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
This page
|
2,471 | $5,123,346 |
All Filings in WTM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,123,346 | 2,471 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,520,960 | 2,513 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,294,820 | 2,548 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $3,199,236 | 1,783 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,657,847 | 1,766 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,611,474 | 1,746 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,397,258 | 1,726 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,381,680 | 1,729 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $2,446,790 | 1,730 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,303,739 | 1,768 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,983,838 | 1,592 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,658,801 | 2,340 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $814,161 | 803 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||