AlphaGrep UK’s White Mountains Insurance WTM Stock Holding History

AlphaGrep UK’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 Q1	–	Sell	-129	Closed	-$268K	–	943
2025 Q4	$268K	Buy	+129	New	+$252K	0.09%	494

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RRAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

AlphaGrep UK's WTM Position: Q1 2026 in Review

AlphaGrep UK sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 129 shares — an estimated $268K sold.

AlphaGrep UK first reported a position in WTM in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

AlphaGrep UK reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
AlphaGrep UK sold 129 White Mountains Insurance shares in Q1 2026, an estimated $268K.
AlphaGrep UK first reported a position in White Mountains Insurance in Q4 2025 and held it in 1 quarter.
AlphaGrep UK's White Mountains Insurance position peaked at $268K in Q4 2025.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on AlphaGrep UK's 13F filing for Q1 2026, filed 13 Aug 2026.