SPEECE THORSON CAPITAL GROUP INC
Position in WTM — White Mountains Insurance Group Ltd
CIK 900169
MINNETONKA, MN
Position in WTM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$19,106,287
-$1,538,546 QoQ
Shares Held
9,215
-1.9% QoQ
Ownership
0.386%
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
#45
of 354 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, 2026SPEECE THORSON CAPITAL GROUP INC holds $30,571,220 across 2 Insurance - Property & Casualty names. WTM ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
This page
|
9,215 | $19,106,287 | |
| 2 | WRB |
Berkley W R Corp
|
162,554 | $11,464,933 |
All Filings in WTM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,106,287 | 9,215 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $20,644,833 | 9,397 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,176,736 | 10,672 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,824,658 | 11,262 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $20,440,680 | 11,383 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $21,490,114 | 11,159 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,056,981 | 11,340 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,333,287 | 11,398 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $20,775,270 | 11,431 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $24,673,419 | 13,751 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,566,635 | 13,001 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $19,316,835 | 12,915 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $17,958,606 | 12,930 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,038,231 | 13,095 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $21,742,495 | 15,373 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,034,651 | 16,143 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,474,519 | 15,628 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $18,783,183 | 16,531 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $18,191,393 | 17,942 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,123,557 | 17,879 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $18,144,614 | 15,805 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $17,712,416 | 15,887 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,699,674 | 17,688 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,794,060 | 15,140 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,835,897 | 12,203 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $11,230,310 | 12,341 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||