Williams Jones Wealth Management, LLC.
Position in WTM — White Mountains Insurance Group Ltd
CIK 1788587
New York, NY
Position in WTM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,767,113
-$643,897 QoQ
Shares Held
5,193
-0.0% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#8
of 133 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. WTM ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
This page
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,767,113 | 5,193 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,411,010 | 5,194 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,791,209 | 5,193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,680,203 | 5,193 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,325,173 | 5,193 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,000,731 | 5,193 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,100,697 | 5,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,808,366 | 5,193 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,438,017 | 5,193 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,317,799 | 5,193 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,041,268 | 5,343 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,991,471 | 5,343 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,420,946 | 5,343 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,359,929 | 5,343 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,556,765 | 5,343 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,962,035 | 5,343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,658,072 | 5,343 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,070,930 | 5,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,440,587 | 5,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,714,926 | 5,343 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,431,264 | 5,602 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,235,635 | 5,593 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,596,691 | 5,593 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,356,947 | 5,593 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,966,416 | 5,593 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,089,630 | 5,593 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||