KLINGENSTEIN FIELDS & CO LP
Position in WTM — White Mountains Insurance Group Ltd
CIK 859872
NEW YORK, NY
Position in WTM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$787,888
-$46,956 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#171
of 352 holders
Holding Since
Mar 2020
26 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, 2026KLINGENSTEIN FIELDS & CO LP holds $38,727,271 across 3 Insurance - Property & Casualty names. WTM ranks #3 (2.0% of the industry book) .
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,888 | 380 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $834,844 | 380 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $789,651 | 380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $635,177 | 380 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $682,373 | 380 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $731,807 | 380 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $760,518 | 391 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $663,214 | 391 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $710,622 | 391 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $701,571 | 391 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $588,458 | 391 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $584,814 | 391 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $543,063 | 391 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $538,598 | 391 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $553,003 | 391 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $509,480 | 391 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $408,730 | 328 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $587,436 | 517 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $524,186 | 517 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $552,988 | 517 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $593,531 | 517 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $576,403 | 517 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $563,371 | 563 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $438,577 | 563 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $499,927 | 563 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $512,330 | 563 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||