Position in WTM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$120,256
+$111,469 QoQ
Shares Held
58
+1350.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#279
of 348 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $2,679,331 across 41 Insurance - Property & Casualty names. WTM ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRCH |
Porch Group, Inc.
|
59,111 | $889,029 | |
| 2 | ALL |
Allstate Corp
|
748 | $177,979 | |
| 3 | PLMR |
Palomar Holdings, Inc.
|
1,169 | $147,749 | |
| 4 | TRV |
Travelers Companies, Inc.
|
393 | $129,737 | |
| 5 | AIZ |
Assurant, Inc.
|
475 | $127,551 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
This page
|
58 | $120,256 | |
| 7 | MKL |
Markel Group Inc.
|
54 | $105,462 | |
| 8 | SIGI |
Selective Insurance Group Inc
|
1,063 | $103,121 |
All Filings in WTM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,256 | 58 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,787 | 4 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $201,568 | 97 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $46,802 | 28 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12 | 6 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $236,874 | 123 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $239,242 | 123 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $208,632 | 123 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $163,570 | 90 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,765 | 6 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,030 | 6 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,974 | 6 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,333 | 6 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,264 | 6 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,485 | 6 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $0 | 0 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||