EQUITABLE TRUST CO
BankPosition in WTM — White Mountains Insurance Group Ltd
CIK 33250
NASHVILLE, TN
Position in WTM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$501,760
-$1,321,716 QoQ
Shares Held
242
-70.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#198
of 352 holders
Holding Since
Dec 2022
15 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, 2026EQUITABLE TRUST CO holds $6,926,752 across 6 Insurance - Property & Casualty names. WTM ranks #4 (7.2% of the industry book) .
All Filings in WTM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,760 | 242 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,823,476 | 830 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,745,544 | 840 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,315,486 | 787 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,413,231 | 787 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,064,972 | 553 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $935,573 | 481 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $680,176 | 401 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $623,384 | 343 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $400,128 | 223 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $325,081 | 216 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $323,068 | 216 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $300,004 | 216 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $206,623 | 150 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $212,149 | 150 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||