Summit Trail Advisors, LLC

Position in WTM — White Mountains Insurance Group Ltd

CIK 1698478 NEW YORK, NY

Position in WTM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,669,689

+$422,871 QoQ

Shares Held

760

+26.7% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $36,087,374 across 18 Insurance - Property & Casualty names. WTM ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	29,232	$6,060,962
2	PGR	Progressive Corp/Oh/	29,379	$5,824,092
3	CB	Chubb Ltd	15,658	$5,103,411
4	TRV	Travelers Companies, Inc.	8,492	$2,476,946
5	L	Loews Corp	17,647	$1,883,640
6	WTM	White Mountains Insurance Group Ltd This page	760	$1,669,689
7	ORI	Old Republic International Corp	41,410	$1,652,259
8	THG	Hanover Insurance Group, Inc.	9,427	$1,634,170

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,669,689	760	+26.7%	Shares	Sole	2026-05-12
2025-12-31	$1,246,818	600	-27.5%	Shares	Sole	2026-02-17
2025-09-30	$1,384,018	828	+122.6%	Shares	Sole	2025-11-14
2025-06-30	$668,007	372	-23.5%	Shares	Sole	2025-08-14
2025-03-31	$935,943	486	+66.4%	Shares	Sole	2025-04-28
2024-12-31	$567,957	292	+28.1%	Shares	Sole	2025-01-29
2024-09-30	$386,733	228	-5.4%	Shares	Sole	2024-11-12
2024-06-30	$438,005	241	+42.6%	Shares	Sole	2024-08-13
2024-03-31	$303,236	169	-1.2%	Shares	Sole	2024-04-23
2023-12-31	$257,356	171	+6.2%	Shares	Sole	2024-02-06
2023-09-30	$240,806	161	0.0%	Shares	Sole	2023-10-30
2023-06-30	$223,614	161	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.