Position in WTM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$18,660
-$1,112 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 352 holders
Holding Since
Dec 2025
3 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, 2026BFSG, LLC holds $725,799 across 8 Insurance - Property & Casualty names. WTM ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
847 | $279,611 | |
| 2 | CB |
Chubb Ltd
|
668 | $227,614 | |
| 3 | ALL |
Allstate Corp
|
777 | $184,879 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
This page
|
9 | $18,660 | |
| 5 | PGR |
Progressive Corp/Oh/
|
40 | $8,738 | |
| 6 | CNA |
Cna Financial Corp
|
72 | $3,499 | |
| 7 | L |
Loews Corp
|
23 | $2,603 | |
| 8 | LMND |
Lemonade, Inc.
|
3 | $195 |
All Filings in WTM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,660 | 9 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,772 | 9 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $16,624 | 8 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||