MORGAN STANLEY

Position in WTM — White Mountains Insurance Group Ltd

CIK 895421 NEW YORK, NY

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Position in WTM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$97,171,483

-$33,097,253 QoQ

Shares Held

46,866

-21.0% QoQ

Ownership

1.96%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#16

of 354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Common Shares in WTM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. WTM ranks #13 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	9,313,526	$2,034,539,747
2	CB	Chubb Ltd	5,286,296	$1,801,252,490
3	TRV	Travelers Companies, Inc.	3,826,776	$1,263,295,283
4	ALL	Allstate Corp	3,666,312	$872,362,272
5	MKL	Markel Group Inc.	350,660	$684,842,481
6	WRB	Berkley W R Corp	8,252,790	$582,069,271
7	CINF	Cincinnati Financial Corp	1,912,381	$354,058,209
8	L	Loews Corp	2,418,752	$273,826,907

All Filings in WTM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,171,483	46,866	-21.0%	Shares	Defined	2026-08-13
2026-03-31	$130,268,736	59,295	-27.8%	Shares	Defined	2026-05-15
2025-12-31	$170,712,236	82,151	-40.8%	Shares	Defined	2026-05-27
2025-09-30	$232,110,605	138,862	-15.9%	Shares	Defined	2026-05-27
2025-06-30	$296,408,720	165,064	-3.3%	Shares	Defined	2025-08-15
2025-03-31	$328,602,895	170,631	-4.0%	Shares	Defined	2025-05-15
2024-12-31	$345,619,667	177,691	-0.8%	Shares	Defined	2025-05-15
2024-09-30	$303,682,554	179,037	-3.2%	Shares	Defined	2025-05-14
2024-06-30	$336,110,107	184,935	-0.3%	Shares	Defined	2025-05-14
2024-03-31	$332,896,472	185,530	-6.3%	Shares	Defined	2024-10-17
2023-12-31	$297,993,478	198,001	-2.4%	Shares	Defined	2024-08-16
2023-09-30	$303,509,874	202,923	+0.5%	Shares	Defined	2023-11-15
2023-06-30	$280,572,311	202,009	+0.6%	Shares	Defined	2023-08-14
2023-03-31	$276,736,355	200,899	+5.9%	Shares	Defined	2023-05-15
2022-12-31	$268,257,377	189,671	+712.3%	Shares	Defined	2023-02-14
2022-09-30	$30,426,817	23,351	+3.1%	Shares	Defined	2022-11-14
2022-06-30	$28,222,350	22,648	+468.2%	Shares	Defined	2022-10-27
2022-03-31	$4,529,051	3,986	+6.8%	Shares	Defined	2022-10-27
2021-12-31	$3,784,885	3,733	-23.4%	Shares	Defined	2022-02-14
2021-09-30	$5,215,414	4,876	+6.1%	Shares	Defined	2021-11-15
2021-06-30	$5,274,047	4,594	-14.2%	Shares	Defined	2021-08-23
2021-03-31	$5,966,942	5,352	+90.8%	Shares	Defined	2021-05-17
2020-12-31	$2,806,848	2,805	-54.3%	Shares	Defined	2021-02-16
2020-09-30	$4,782,281	6,139	+112.9%	Shares	Defined	2020-11-13
2020-06-30	$2,560,015	2,883	-31.9%	Shares	Defined	2020-08-14
2020-03-31	$3,852,940	4,234	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.