Bell Investment Advisors, Inc
Position in WTM — White Mountains Insurance Group Ltd
CIK 1890149
ORINDA, CA
Position in WTM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,587
-$988 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 352 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $454,834 across 15 Insurance - Property & Casualty names. WTM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
328 | $111,762 | |
| 2 | TRV |
Travelers Companies, Inc.
|
234 | $77,248 | |
| 3 | L |
Loews Corp
|
613 | $69,397 | |
| 4 | ALL |
Allstate Corp
|
284 | $67,574 | |
| 5 | PGR |
Progressive Corp/Oh/
|
260 | $56,797 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
This page
|
8 | $16,587 | |
| 7 | MKL |
Markel Group Inc.
|
7 | $13,671 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
63 | $13,489 |
All Filings in WTM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,587 | 8 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,575 | 8 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $16,624 | 8 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $13,372 | 8 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $14,365 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,406 | 8 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $15,560 | 8 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,569 | 8 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,539 | 8 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,354 | 8 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,040 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,965 | 8 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,333 | 6 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,642 | 7 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,900 | 7 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,121 | 7 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,969 | 8 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $7,097 | 7 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,348 | 5 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||