Eagle Bay Advisors LLC WTM β€” White Mountains Insurance Group, Ltd (WTM)

Ownership history in Eagle Bay Advisors LLC  Β·  3 quarters on record

AI Ownership Summary

Eagle Bay Advisors LLC reported White Mountains Insurance Group, Ltd (WTM) (WTM) in 3 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows WTM at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eagle Bay Advisors LLC's position in White Mountains Insurance Group, Ltd (WTM), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WTM was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Eagle Bay Advisors LLC held WTM β€” position size vs. price
% of Fund (quarterly)    WTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 104 +13 +14.3% 0.20% $228K 2026-04-24 $2259.27
2025 Q4 ADDED β€” β€” β€” 91 +38 +71.7% 0.14% $189K 2026-01-23 $2055.70
2024 Q4 INITIATED β€” β€” β€” 53 β€” β€” 0.06% $103K 2025-01-13 $1872.95

FAQ About Eagle Bay Advisors LLC and WTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eagle Bay Advisors LLC reported owning WTM?

Eagle Bay Advisors LLC reported WTM across 3 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WTM position in Eagle Bay Advisors LLC's portfolio?

The largest reported portfolio weight for WTM was 0.20% in 2026 Q1.

What is the latest reported WTM position on this page?

The most recent filing on this page is 2026 Q1, when Eagle Bay Advisors LLC reported 104 shares, equal to 0.20% of portfolio, with an estimated market value of $228K.

What does the chart on this WTM ownership page compare?

The chart compares Eagle Bay Advisors LLC's quarterly WTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Eagle Bay Advisors LLC Holdings