American Capital Advisory, LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 2018007
KETCHUM, ID
Position in WTM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$700,805
-$50,555 QoQ
Shares Held
338
-1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#180
of 352 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026American Capital Advisory, LLC holds $2,582,569 across 12 Insurance - Property & Casualty names. WTM ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
922 | $1,800,675 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
This page
|
338 | $700,805 | |
| 3 | TRV |
Travelers Companies, Inc.
|
154 | $50,838 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
28 | $9,234 | |
| 5 | PGR |
Progressive Corp/Oh/
|
28 | $6,116 | |
| 6 | CB |
Chubb Ltd
|
15 | $5,111 | |
| 7 | L |
Loews Corp
|
37 | $4,188 | |
| 8 | ALL |
Allstate Corp
|
15 | $3,569 |
All Filings in WTM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,805 | 338 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $751,360 | 342 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $710,686 | 342 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $596,732 | 357 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $641,072 | 357 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $687,514 | 357 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $694,386 | 357 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $661,518 | 390 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $708,805 | 390 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $699,777 | 390 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $586,953 | 390 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||