Venturi Wealth Management, LLC

Position in WTM — White Mountains Insurance Group Ltd

CIK 1666363 AUSTIN, TX

Position in WTM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$441,632

-$92,228 QoQ

Shares Held

213

-12.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#208

of 352 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $24,396,583 across 9 Insurance - Property & Casualty names. WTM ranks #6 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	92,090	$20,117,060
2	CB	Chubb Ltd	4,141	$1,411,004
3	ORI	Old Republic International Corp	16,605	$679,476
4	KNSL	Kinsale Capital Group, Inc.	1,768	$583,104
5	WRB	Berkley W R Corp	7,113	$501,679
6	WTM	White Mountains Insurance Group Ltd This page	213	$441,632
7	TRV	Travelers Companies, Inc.	727	$239,997
8	ALL	Allstate Corp	896	$213,194

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,632	213	-12.3%	Shares	Sole	2026-07-20
2026-03-31	$533,860	243	+10.0%	Shares	Other	2026-04-21
2025-12-31	$459,244	221	+3.3%	Shares	Sole	2026-01-22
2025-09-30	$357,704	214	+0.5%	Shares	Sole	2025-10-23
2025-06-30	$382,488	213	-14.5%	Shares	Sole	2025-07-23
2025-03-31	$479,525	249	+11.2%	Shares	Sole	2025-05-06
2024-12-31	$435,693	224	+1.4%	Shares	Sole	2025-01-31
2024-09-30	$374,859	221	0.0%	Shares	Sole	2024-11-04
2024-06-30	$401,656	221	+636.7%	Shares	Sole	2024-07-19
2024-03-31	$53,828	30	0.0%	Shares	Sole	2024-04-23
2023-12-31	$45,150	30	-23.1%	Shares	Other	2024-01-23
2023-09-30	$58,331	39	+5.4%	Shares	Other	2023-11-02
2023-06-30	$51,389	37	0.0%	Shares	Other	2023-07-24
2023-03-31	$50,967	37	—	Shares	Other	2023-05-02
No filing history on record for this holder in this stock.