LORD, ABBETT & CO. LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 728100
JERSEY CITY, NJ
Position in WTM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,067,317
-$4,674,028 QoQ
Shares Held
32,829
-0.8% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#19
of 355 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $361,384,517 across 5 Insurance - Property & Casualty names. WTM ranks #3 (18.8% of the industry book) .
All Filings in WTM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,067,317 | 32,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,741,345 | 33,110 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $70,229,101 | 33,796 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,710,846 | 36,919 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,870,668 | 32,227 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,264,787 | 32,851 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,412,610 | 33,116 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $55,994,953 | 33,012 | Shares | Other | 2024-12-13 | |
| 2024-06-30 | $55,581,255 | 30,582 | Shares | Other | 2024-10-07 | |
| 2024-03-31 | $51,087,309 | 28,472 | Shares | Other | 2024-10-07 | |
| 2023-12-31 | $36,929,934 | 24,538 | Shares | Other | 2024-10-07 | |
| 2023-09-30 | $36,814,910 | 24,614 | Shares | Other | 2024-10-07 | |
| 2023-06-30 | $32,860,220 | 23,659 | Shares | Other | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||