MV CAPITAL MANAGEMENT, INC.
Position in WTM — White Mountains Insurance Group Ltd
CIK 1633366
BETHESDA, MD
Position in WTM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,220
-$2,567 QoQ
Shares Held
3
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 352 holders
Holding Since
Sep 2024
8 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, 2026MV CAPITAL MANAGEMENT, INC. holds $4,586,724 across 16 Insurance - Property & Casualty names. WTM ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
12,351 | $4,208,479 | |
| 2 | TRV |
Travelers Companies, Inc.
|
613 | $202,363 | |
| 3 | PGR |
Progressive Corp/Oh/
|
422 | $92,185 | |
| 4 | ALL |
Allstate Corp
|
127 | $30,218 | |
| 5 | L |
Loews Corp
|
144 | $16,302 | |
| 6 | WRB |
Berkley W R Corp
|
119 | $8,393 | |
| 7 | AIZ |
Assurant, Inc.
|
24 | $6,444 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
This page
|
3 | $6,220 |
All Filings in WTM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,220 | 3 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,787 | 4 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,312 | 4 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,671 | 1 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $1,795 | 1 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,851 | 2 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,945 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,696 | 1 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||