Position in WTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,073
-$123 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 352 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $55,236 across 10 Insurance - Property & Casualty names. WTM ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
59 | $20,103 | |
| 2 | MKL |
Markel Group Inc.
|
4 | $7,812 | |
| 3 | PGR |
Progressive Corp/Oh/
|
28 | $6,116 | |
| 4 | TRV |
Travelers Companies, Inc.
|
14 | $4,621 | |
| 5 | ALL |
Allstate Corp
|
19 | $4,520 | |
| 6 | AIZ |
Assurant, Inc.
|
14 | $3,759 | |
| 7 | CINF |
Cincinnati Financial Corp
|
12 | $2,221 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
This page
|
1 | $2,073 |
All Filings in WTM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073 | 1 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,196 | 1 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||