Position in WTM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$570,182
-$33,982 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#191
of 352 holders
Holding Since
Sep 2022
16 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, 2026Essex Bank holds $2,255,768 across 4 Insurance - Property & Casualty names. WTM ranks #3 (25.3% of the industry book) .
All Filings in WTM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,182 | 275 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $604,164 | 275 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $571,458 | 275 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $474,711 | 284 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $509,984 | 284 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $546,930 | 284 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $552,397 | 284 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $481,720 | 284 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $516,155 | 284 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $509,581 | 284 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $427,422 | 284 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $402,340 | 269 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $373,616 | 269 | Shares | Defined | 2023-07-19 | |
| 2023-03-31 | $370,544 | 269 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $380,454 | 269 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $386,996 | 297 | Shares | Defined | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||