Position in WTM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,217,036
+$5,577,444 QoQ
Shares Held
5,410
+110.8% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $7,048,903,851 across 43 Insurance - Property & Casualty names. WTM ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
10,295,927 | $2,249,145,240 | |
| 2 | CB |
Chubb Ltd
|
4,176,382 | $1,423,060,393 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,112,602 | $1,027,532,161 | |
| 4 | L |
Loews Corp
|
8,149,382 | $922,591,532 | |
| 5 | LMND |
Lemonade, Inc.
|
5,392,829 | $350,803,521 | |
| 6 | ALL |
Allstate Corp
|
1,085,549 | $258,295,523 | |
| 7 | WRB |
Berkley W R Corp
|
2,154,477 | $151,955,255 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
455,789 | $150,323,763 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,217,036 | 5,410 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $5,639,592 | 2,567 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,752,920 | 1,806 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,224,307 | 4,322 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,171,455 | 2,323 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,824,656 | 1,986 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,401,429 | 2,777 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $4,837,559 | 2,852 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $5,605,012 | 3,084 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $5,571,298 | 3,105 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $4,367,538 | 2,902 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $3,446,068 | 2,304 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,361,161 | 2,420 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,245,365 | 2,356 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $1,784,884 | 1,263 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,682,198 | 1,291 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,995,053 | 1,601 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,466,775 | 2,171 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,072,410 | 2,044 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,616,265 | 2,446 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,899,856 | 3,397 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,616,735 | 3,244 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,152,419 | 2,151 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,523,181 | 3,239 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $187,361 | 211 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $4,396,210 | 4,831 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||