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AGF Management’s White Mountains Insurance WTM Stock Holding History

AGF Management’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Sell
1,696
-7
-0.4% -$15K 0.01% 305
2026
Q1 		$3.74M Buy
1,703
+295
+21% +$632K 0.02% 318
2025
Q4 		$2.93M Sell
1,408
-372
-21% -$727K 0.01% 412
2025
Q3 		$2.98M Buy
1,780
+448
+34% +$799K 0.01% 441
2025
Q2 		$2.39M Buy
1,332
+56
+4% +$99.6K 0.01% 460
2025
Q1 		$2.46M Sell
1,276
-42
-3% -$79.1K 0.01% 430
2024
Q4 		$2.56M Sell
1,318
-82
-6% -$155K 0.01% 374
2024
Q3 		$2.37M Buy
1,400
+330
+31% +$575K 0.01% 482
2024
Q2 		$1.94M Sell
1,070
-18
-2% -$31.8K 0.01% 486
2024
Q1 		$1.95M Sell
1,088
-1,113
-51% -$1.87M 0.01% 493
2023
Q4 		$3.31M Sell
2,201
-53
-2% -$78.8K 0.02% 322
2023
Q3 		$3.37M Sell
2,254
-329
-13% -$505K 0.02% 296
2023
Q2 		$3.59M Sell
2,583
-32
-1% -$45K 0.03% 353
2023
Q1 		$3.6M Sell
2,615
-28
-1% -$40.2K 0.02% 320
2022
Q4 		$3.74M Buy
+2,643
New +$3.58M 0.03% 298

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

AGF Management's WTM Position: Q2 2026 in Review

AGF Management reduced its White Mountains Insurance (WTM) stake by 0.41% in Q2 2026, selling an estimated $15K and leaving 1,696 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #305.

AGF Management first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.74M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • AGF Management held 1,696 shares of White Mountains Insurance worth $3.52M as of Q2 2026.
  • AGF Management sold 7 White Mountains Insurance shares in Q2 2026, an estimated $15K.
  • White Mountains Insurance made up 0.01% of AGF Management's portfolio in Q2 2026, its #305 holding.
  • AGF Management first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's White Mountains Insurance position peaked at $3.74M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.