LRI Investments, LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 2023325
PALM BEACH GARDENS, FL
Position in WTM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$35,247
-$2,101 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 352 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $8,331,074 across 23 Insurance - Property & Casualty names. WTM ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
13,277 | $3,159,128 | |
| 2 | TRV |
Travelers Companies, Inc.
|
6,554 | $2,163,605 | |
| 3 | SIGI |
Selective Insurance Group Inc
|
14,865 | $1,442,053 | |
| 4 | CB |
Chubb Ltd
|
2,994 | $1,020,175 | |
| 5 | AIZ |
Assurant, Inc.
|
1,085 | $291,355 | |
| 6 | PGR |
Progressive Corp/Oh/
|
360 | $78,641 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
This page
|
17 | $35,247 | |
| 8 | MCY |
Mercury General Corp
|
304 | $32,412 |
All Filings in WTM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,247 | 17 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $37,348 | 17 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $164,164 | 79 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $137,064 | 82 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $161,614 | 90 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $173,322 | 90 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $215,901 | 111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $188,278 | 111 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $194,467 | 107 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||