Position in WTM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,639,592
+$1,886,672 QoQ
Shares Held
2,567
+42.1% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $7,289,250,734 across 44 Insurance - Property & Casualty names. WTM ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,125,532 | $2,403,765,454 | |
| 2 | CB |
Chubb Ltd
|
4,817,534 | $1,570,178,846 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,726,502 | $1,086,946,093 | |
| 4 | L |
Loews Corp
|
8,923,433 | $952,487,232 | |
| 5 | LMND |
Lemonade, Inc.
|
5,262,816 | $329,873,301 | |
| 6 | WRB |
Berkley W R Corp
|
3,273,964 | $216,998,327 | |
| 7 | ALL |
Allstate Corp
|
1,001,632 | $207,678,372 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
429,643 | $146,791,821 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 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 | $1,786 | 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. | ||||||