Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

WTM holding history

White Mountains Insurance Group Ltd in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTM overview All 13F holders of WTM Full Q2 2026 holdings

Shares (Q2 2026): 110
Value: $228.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of WTM by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	110	$228.1K	<0.1%	+8+7.8%	Added	Holders
Q1 2026	102	$224.1K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	102	$212.0K	<0.1%	+102	New	Holders