PINNACLE ASSOCIATES LTD
Position in WTM — White Mountains Insurance Group Ltd
CIK 743127
NEW YORK, NY
Position in WTM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$281,210
+$17,301 QoQ
Shares Held
128
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $52,682,151 across 8 Insurance - Property & Casualty names. WTM ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
17,948 | $34,353,726 | |
| 2 | TRV |
Travelers Companies, Inc.
|
20,521 | $5,985,565 | |
| 3 | CB |
Chubb Ltd
|
16,312 | $5,316,570 | |
| 4 | PGR |
Progressive Corp/Oh/
|
14,127 | $2,800,536 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
10,456 | $1,812,547 | |
| 6 | DGICA |
Donegal Group Inc
|
90,595 | $1,556,422 | |
| 7 | ALL |
Allstate Corp
|
2,776 | $575,575 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
This page
|
128 | $281,210 |
All Filings in WTM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,210 | 128 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $263,909 | 127 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $212,283 | 127 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $228,056 | 127 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $340,868 | 177 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $344,275 | 177 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $300,227 | 177 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $321,688 | 177 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $317,591 | 177 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $266,386 | 177 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $270,719 | 181 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $251,392 | 181 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||