Position in WTM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,518,377
+$294,680 QoQ
Shares Held
2,967
-0.9% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $4,854,583,815 across 38 Insurance - Property & Casualty names. WTM ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,275,093 | $741,521,051 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,663,671 | $726,286,133 | |
| 3 | ALL |
Allstate Corp
|
3,366,972 | $698,107,964 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,974,061 | $575,794,105 | |
| 5 | L |
Loews Corp
|
3,694,180 | $394,316,766 | |
| 6 | WRB |
Berkley W R Corp
|
5,051,765 | $334,830,978 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,101,263 | $330,633,729 | |
| 8 | AIZ |
Assurant, Inc.
|
1,226,447 | $267,132,415 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,518,377 | 2,967 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,223,697 | 2,995 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $5,544,428 | 3,317 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,547,193 | 3,646 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,741,754 | 4,020 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,459,064 | 4,349 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,029,051 | 4,144 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $20,075,550 | 11,046 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,747,786 | 4,318 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,267,850 | 6,158 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $9,816,211 | 6,563 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,508,431 | 4,686 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,690,467 | 4,857 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,982,751 | 2,816 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,326,608 | 2,553 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,276,073 | 2,629 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,084,780 | 3,595 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,391,918 | 5,318 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,612,241 | 5,247 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,474,953 | 4,769 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $4,388,245 | 3,936 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,392,896 | 4,390 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,995,255 | 3,845 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,528,792 | 3,974 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,876,510 | 3,161 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||