Corient Private Wealth LLC

Position in WTM — White Mountains Insurance Group Ltd

CIK 1948780 MIAMI, FL

Position in WTM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,071,350

+$1,188,655 QoQ

Shares Held

1,398

+54.3% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $510,825,794 across 27 Insurance - Property & Casualty names. WTM ranks #13 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	685,467	$223,414,258
2	PGR	Progressive Corp/Oh/	759,659	$150,594,799
3	ALL	Allstate Corp	256,854	$53,256,107
4	ORI	Old Republic International Corp	287,013	$11,451,818
5	CINF	Cincinnati Financial Corp	67,592	$10,635,601
6	L	Loews Corp	73,291	$7,823,081
7	WRB	Berkley W R Corp	115,918	$7,683,045
8	AIZ	Assurant, Inc.	32,843	$7,153,533

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,071,350	1,398	+54.3%	Shares	Sole	2026-05-15
2025-12-31	$1,882,695	906	+51.5%	Shares	Sole	2026-03-09
2025-09-30	$999,568	598	-29.6%	Shares	Sole	2025-11-14
2025-06-30	$1,524,566	849	+24.9%	Shares	Sole	2025-09-26
2025-03-31	$1,309,550	680	+6.4%	Shares	Sole	2025-05-14
2024-12-31	$1,242,893	639	-43.4%	Shares	Sole	2025-02-10
2024-09-30	$1,913,313	1,128	+35.9%	Shares	Sole	2024-11-12
2024-06-30	$1,508,483	830	-8.4%	Shares	Sole	2024-08-13
2024-03-31	$1,625,635	906	-14.0%	Shares	Sole	2024-05-09
2023-12-31	$1,584,775	1,053	-1.7%	Shares	Sole	2024-02-09
2023-09-30	$1,601,883	1,071	-2.4%	Shares	Sole	2023-11-03
2023-06-30	$1,523,634	1,097	+239.6%	Shares	Sole	2023-08-10
2023-03-31	$444,929	323	+3.9%	Shares	Sole	2023-05-15
2022-12-31	$439,856	311	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.