VALLEY NATIONAL ADVISERS INC
Position in WTM — White Mountains Insurance Group Ltd
CIK 773411
BETHLEHEM, PA
Position in WTM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$82,935
-$4,943 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#289
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $2,024,558 across 11 Insurance - Property & Casualty names. WTM ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,745 | $1,616,811 | |
| 2 | TRV |
Travelers Companies, Inc.
|
735 | $242,638 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
This page
|
40 | $82,935 | |
| 4 | MKL |
Markel Group Inc.
|
12 | $23,436 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
241 | $23,379 | |
| 6 | STC |
Stewart Information Services Corp
|
173 | $11,421 | |
| 7 | AIZ |
Assurant, Inc.
|
29 | $7,787 | |
| 8 | PGR |
Progressive Corp/Oh/
|
34 | $7,427 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,935 | 40 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $87,878 | 40 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $83,121 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $66,860 | 40 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $71,828 | 40 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $77,032 | 40 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $77,802 | 40 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $67,848 | 40 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $72,698 | 40 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $71,772 | 40 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $60,200 | 40 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $59,827 | 40 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $55,556 | 40 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $55,099 | 40 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $56,573 | 40 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $52,120 | 40 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $49,845 | 40 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $45,449 | 40 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $40,556 | 40 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $42,784 | 40 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $45,921 | 40 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $44,596 | 40 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $40,026 | 40 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,160 | 40 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $35,518 | 40 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $36,400 | 40 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||