Frank, Rimerman Advisors LLC

Position in WTM — White Mountains Insurance Group Ltd

CIK 1977560 Palo Alto, CA

Position in WTM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$366,990

-$24,068 QoQ

Shares Held

177

-0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#219

of 352 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $10,574,749 across 8 Insurance - Property & Casualty names. WTM ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,866	$2,680,260
2	PGR	Progressive Corp/Oh/	11,456	$2,502,563
3	AFG	American Financial Group Inc	15,112	$2,114,773
4	ALL	Allstate Corp	4,703	$1,119,031
5	TRV	Travelers Companies, Inc.	3,170	$1,046,480
6	SIGI	Selective Insurance Group Inc	4,545	$440,910
7	WTM	White Mountains Insurance Group Ltd This page	177	$366,990
8	L	Loews Corp	2,683	$303,742

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,990	177	-0.6%	Shares	Sole	2026-07-27
2026-03-31	$391,058	178	0.0%	Shares	Sole	2026-04-29
2025-12-31	$369,889	178	+0.6%	Shares	Sole	2026-01-15
2025-09-30	$295,859	177	0.0%	Shares	Sole	2025-11-04
2025-06-30	$317,842	177	-2.7%	Shares	Sole	2025-08-11
2025-03-31	$350,497	182	+2.8%	Shares	Sole	2025-05-12
2024-12-31	$344,275	177	0.0%	Shares	Sole	2025-02-10
2024-09-30	$300,227	177	0.0%	Shares	Sole	2024-10-24
2024-06-30	$321,688	177	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.