PINNACLE ASSOCIATES LTD
Position in WTM — White Mountains Insurance Group Ltd
CIK 743127
NEW YORK, NY
Position in WTM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$267,467
-$13,743 QoQ
Shares Held
129
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 354 holders
Holding Since
Jun 2023
13 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, 2026PINNACLE ASSOCIATES LTD holds $50,150,536 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.
|
15,466 | $30,205,252 | |
| 2 | TRV |
Travelers Companies, Inc.
|
20,870 | $6,889,604 | |
| 3 | CB |
Chubb Ltd
|
16,430 | $5,598,358 | |
| 4 | PGR |
Progressive Corp/Oh/
|
13,231 | $2,890,311 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
8,807 | $1,885,754 | |
| 6 | DGICA |
Donegal Group Inc
|
92,874 | $1,751,603 | |
| 7 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
This page
|
129 | $267,467 |
All Filings in WTM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,467 | 129 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||