One Wealth Advisors, LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1725297
SAN FRANCISCO, CA
Position in WTM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$230,146
-$13,716 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#251
of 352 holders
Holding Since
Jun 2021
20 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, 2026One Wealth Advisors, LLC holds $4,081,993 across 6 Insurance - Property & Casualty names. WTM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,055 | $1,381,700 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,149 | $1,343,249 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,226 | $404,727 | |
| 4 | MKL |
Markel Group Inc.
|
188 | $367,165 | |
| 5 | ALL |
Allstate Corp
|
1,492 | $355,006 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
This page
|
111 | $230,146 |
All Filings in WTM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,146 | 111 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $243,862 | 111 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $230,661 | 111 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $305,888 | 183 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $386,079 | 215 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $414,049 | 215 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $418,187 | 215 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $364,683 | 215 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $390,751 | 215 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $375,008 | 209 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $313,042 | 208 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $308,112 | 206 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $294,448 | 212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $286,517 | 208 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $294,180 | 208 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $269,725 | 207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $257,948 | 207 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $235,201 | 207 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $226,757 | 212 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $243,382 | 212 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||