Athena Investment Management
Position in WTM — White Mountains Insurance Group Ltd
CIK 1921093
ORINDA, CA
Position in WTM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236,366
-$255,753 QoQ
Shares Held
114
-49.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#247
of 352 holders
Holding Since
Jun 2022
17 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, 2026Athena Investment Management holds $236,366 across 1 Insurance - Property & Casualty name. WTM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
This page
|
114 | $236,366 |
All Filings in WTM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,366 | 114 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $492,119 | 224 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $475,868 | 229 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $382,778 | 229 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $411,219 | 229 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $444,862 | 231 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $449,308 | 231 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $393,518 | 232 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $421,648 | 232 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $419,866 | 234 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $352,172 | 234 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $349,991 | 234 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $325,004 | 234 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $322,332 | 234 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $330,953 | 234 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $297,088 | 228 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $282,871 | 227 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||