Citadel Investment Advisory, Inc.
Position in WTM — White Mountains Insurance Group Ltd
CIK 1811907
CHESTERLAND, OH
Position in WTM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$207,338
-$12,358 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#266
of 354 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Citadel Investment Advisory, Inc. holds $32,053,494 across 3 Insurance - Property & Casualty names. WTM ranks #3 (0.6% of the industry book) .
All Filings in WTM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,338 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $219,696 | 100 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $207,803 | 100 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $167,152 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $179,572 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $192,581 | 100 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $194,506 | 100 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||