Evelyn Partners Asset Management Ltd
Position in WTM — White Mountains Insurance Group Ltd
CIK 2065207
London, X0
Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$338,331
+$18,315 QoQ
Shares Held
154
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $3,322,529 across 7 Insurance - Property & Casualty names. WTM ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,628 | $2,812,124 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
This page
|
154 | $338,331 | |
| 3 | PGR |
Progressive Corp/Oh/
|
485 | $96,146 | |
| 4 | L |
Loews Corp
|
503 | $53,690 | |
| 5 | ALL |
Allstate Corp
|
48 | $9,952 | |
| 6 | TRV |
Travelers Companies, Inc.
|
29 | $8,458 | |
| 7 | MKL |
Markel Group Inc.
|
2 | $3,828 |
All Filings in WTM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,331 | 154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,016 | 154 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,414 | 154 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $276,540 | 154 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $296,574 | 154 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $299,539 | 154 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||