Whipplewood Advisors, LLC

Position in WTM — White Mountains Insurance Group Ltd

CIK 2052510 LITTLETON, CO

Position in WTM

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

Position Value

$2,073

-$4,517 QoQ

Shares Held

-66.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#343

of 352 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $54,038 across 6 Insurance - Property & Casualty names. WTM ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	650	$26,598
2	CB	Chubb Ltd	32	$10,903
3	TRV	Travelers Companies, Inc.	22	$7,262
4	WRB	Berkley W R Corp	68	$4,796
5	CINF	Cincinnati Financial Corp	13	$2,406
6	WTM	White Mountains Insurance Group Ltd This page	1	$2,073

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,073	1	-66.7%	Shares	Sole	2026-07-27
2026-03-31	$6,590	3	0.0%	Shares	Sole	2026-04-30
2025-06-30	$5,387	3	-89.7%	Shares	Other	2025-07-31
2025-03-31	$5,777	29	+866.7%	Shares	Sole	2025-04-10
2024-12-31	$5,835	3	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.