Position in WTM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,381,861
+$7,932,177 QoQ
Shares Held
11,098
+40.2% QoQ
Ownership
0.465%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SEI INVESTMENTS CO holds $669,538,693 across 33 Insurance - Property & Casualty names. WTM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
505,001 | $164,594,975 | |
| 2 | PGR |
Progressive Corp/Oh/
|
685,457 | $135,884,994 | |
| 3 | ALL |
Allstate Corp
|
293,430 | $60,839,775 | |
| 4 | TRV |
Travelers Companies, Inc.
|
173,964 | $50,741,818 | |
| 5 | L |
Loews Corp
|
285,552 | $30,479,819 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
This page
|
11,098 | $24,381,861 | |
| 7 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
433,298 | $18,926,456 | |
| 8 | RLI |
Rli Corp
|
320,071 | $18,256,849 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,381,861 | 11,098 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,449,684 | 7,916 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,002,806 | 5,386 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,808,005 | 4,905 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,895,819 | 4,100 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,257,257 | 3,217 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,216,752 | 2,486 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,341,887 | 2,389 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,338,616 | 2,418 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $3,044,634 | 2,023 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,601,004 | 1,739 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,443,091 | 1,759 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,445,043 | 1,775 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,291,214 | 1,620 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,860,712 | 1,428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,992,561 | 1,599 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,881,612 | 1,656 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,056,188 | 2,028 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,764,855 | 1,650 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,920,653 | 1,673 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,389,230 | 2,143 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,210,457 | 2,209 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,887,517 | 2,423 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $3,669,090 | 4,132 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $3,654,560 | 4,016 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||