Annis Gardner Whiting Capital Advisors, LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1998414
TAMPA, FL
Position in WTM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$472,732
New position
Shares Held
228
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#200
of 348 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $10,640,298 across 7 Insurance - Property & Casualty names. WTM ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
142,979 | $3,728,892 | |
| 2 | PGR |
Progressive Corp/Oh/
|
13,772 | $3,008,493 | |
| 3 | ALL |
Allstate Corp
|
6,303 | $1,499,735 | |
| 4 | MKL |
Markel Group Inc.
|
690 | $1,347,576 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
This page
|
228 | $472,732 | |
| 6 | CB |
Chubb Ltd
|
859 | $292,695 | |
| 7 | TRV |
Travelers Companies, Inc.
|
879 | $290,175 |
All Filings in WTM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,732 | 228 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||