STIFEL FINANCIAL CORP
Position in WTM — White Mountains Insurance Group Ltd
CIK 720672
ST. LOUIS, MO
Position in WTM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,842,865
+$116,491 QoQ
Shares Held
1,294
-1.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $481,484,678 across 23 Insurance - Property & Casualty names. WTM ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
819,509 | $267,102,564 | |
| 2 | WRB |
Berkley W R Corp
|
666,729 | $44,190,795 | |
| 3 | TRV |
Travelers Companies, Inc.
|
143,185 | $41,764,200 | |
| 4 | ALL |
Allstate Corp
|
176,522 | $36,600,069 | |
| 5 | PGR |
Progressive Corp/Oh/
|
154,281 | $30,584,663 | |
| 6 | CINF |
Cincinnati Financial Corp
|
91,545 | $14,404,604 | |
| 7 | RLI |
Rli Corp
|
238,312 | $13,593,314 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
27,547 | $9,411,706 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,842,865 | 1,294 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,726,374 | 1,312 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,199,719 | 1,316 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,413,446 | 1,344 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,705,762 | 1,405 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,938,984 | 1,511 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,625,716 | 1,548 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,000,609 | 1,651 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,937,268 | 1,637 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,511,861 | 1,669 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,388,615 | 1,597 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,437,535 | 1,755 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,478,102 | 1,799 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,558,521 | 1,809 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,514,828 | 1,930 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,423,721 | 1,945 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,286,113 | 2,012 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,020,701 | 1,993 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,124,244 | 1,986 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,209,956 | 1,925 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,236,488 | 2,006 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,100,383 | 2,099 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,530,735 | 1,965 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,693,357 | 1,907 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,118,480 | 2,328 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||