CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WTM — White Mountains Insurance Group Ltd
CIK 884546
SAN FRANCISCO, CA
Position in WTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$53,256,507
+$4,967,246 QoQ
Shares Held
24,241
+4.3% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,939,283,462 across 43 Insurance - Property & Casualty names. WTM ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,423,641 | $876,942,591 | |
| 2 | CINF |
Cincinnati Financial Corp
|
5,042,727 | $793,473,092 | |
| 3 | CB |
Chubb Ltd
|
2,287,650 | $745,613,764 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,424,700 | $415,556,496 | |
| 5 | ALL |
Allstate Corp
|
1,841,856 | $381,890,423 | |
| 6 | ORI |
Old Republic International Corp
|
6,901,189 | $275,357,441 | |
| 7 | AFG |
American Financial Group Inc
|
2,100,409 | $268,243,233 | |
| 8 | L |
Loews Corp
|
1,604,687 | $171,284,290 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,256,507 | 24,241 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,289,261 | 23,238 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,504,272 | 24,232 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,425,896 | 24,183 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,579,064 | 24,706 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $49,332,559 | 25,363 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,778,164 | 25,220 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $45,147,275 | 24,841 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $44,550,674 | 24,829 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $36,884,785 | 24,508 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $35,746,988 | 23,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,101,876 | 23,113 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $31,875,118 | 23,140 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,431,932 | 23,638 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,641,954 | 25,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,953,304 | 27,247 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,320,564 | 26,685 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $25,694,253 | 25,342 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $27,306,073 | 25,529 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $29,143,889 | 25,386 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,358,531 | 24,539 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,536,183 | 24,520 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,537,320 | 25,080 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,624,587 | 25,479 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $27,458,340 | 30,174 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||