Alaska Permanent Fund’s White Mountains Insurance WTM Stock Holding History

Alaska Permanent Fund’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
2025 Q2	–	Sell	-5,902	Closed	-$10.4M	–	452
2025 Q1	$10.4M	Hold	5,902	–	–	0.15%	71
2024 Q4	$11.5M	Hold	5,902	–	–	0.17%	60
2024 Q3	$10M	Hold	5,902	–	–	0.15%	72
2024 Q2	$10.5M	Buy	5,902 +5	+0.1%	+$8.84K	0.16%	66
2024 Q1	$10.6M	Buy	5,897 +237	+4%	+$397K	0.16%	70
2023 Q4	$8.52M	Buy	5,660 +442	+8%	+$657K	0.14%	73
2023 Q3	$7.8M	Hold	5,218	–	–	0.15%	79
2023 Q2	$7.25M	Buy	+5,218	New	+$7.35M	0.14%	82
2022 Q4	$6.2M	Sell	4,381 -61	-1%	-$82.7K	0.1%	75
2022 Q3	$5.79M	Buy	4,442 +1,202	+37%	+$1.56M	0.1%	65
2022 Q2	$4.04M	Buy	+3,240	New	+$3.76M	0.06%	82

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Alaska Permanent Fund's WTM Position: Q2 2025 in Review

Alaska Permanent Fund sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 5,902 shares — an estimated $10.4M sold.

Alaska Permanent Fund first reported a position in WTM in Q2 2022 and held it in 11 quarters. The position peaked at $11.5M in Q4 2024. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

Alaska Permanent Fund reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 5,902 White Mountains Insurance shares in Q2 2025, an estimated $10.4M.
Alaska Permanent Fund first reported a position in White Mountains Insurance in Q2 2022 and held it in 11 quarters.
Alaska Permanent Fund's White Mountains Insurance position peaked at $11.5M in Q4 2024.
325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.