DELTA ASSET MANAGEMENT LLC/TN
Position in WTM — White Mountains Insurance Group Ltd
CIK 860857
MEMPHIS, TN
Position in WTM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,394
-$2,348 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#304
of 352 holders
Holding Since
Dec 2022
15 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, 2026DELTA ASSET MANAGEMENT LLC/TN holds $4,836,632 across 9 Insurance - Property & Casualty names. WTM ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
82,039 | $3,357,035 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,263 | $416,941 | |
| 3 | ALL |
Allstate Corp
|
1,547 | $368,093 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
1,500 | $321,180 | |
| 5 | CB |
Chubb Ltd
|
657 | $223,866 | |
| 6 | MKL |
Markel Group Inc.
|
26 | $50,778 | |
| 7 | L |
Loews Corp
|
431 | $48,793 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
This page
|
19 | $39,394 |
All Filings in WTM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,394 | 19 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $41,742 | 19 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $39,482 | 19 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $31,758 | 19 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,118 | 19 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,590 | 19 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $36,956 | 19 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,227 | 19 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $34,531 | 19 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $34,091 | 19 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $28,595 | 19 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,418 | 19 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $26,389 | 19 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $26,172 | 19 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,872 | 19 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||