AlphaGrep UK
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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
Q3 		$209K Buy
+104
New +$220K 0.06% 666
2026
Q1 		– Sell
-129
Closed -$268K – 943
2025
Q4 		$268K Buy
+129
New +$252K 0.09% 494

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
GJL
Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

AlphaGrep UK's WTM Position: Q3 2026 in Review

AlphaGrep UK opened a new position in White Mountains Insurance (WTM) in Q3 2026: 104 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #666 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in WTM as recently as Q4 2025.

AlphaGrep UK first reported a position in WTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 292 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • AlphaGrep UK held 104 shares of White Mountains Insurance worth $209K as of Q3 2026.
  • White Mountains Insurance was a new AlphaGrep UK position in Q3 2026.
  • White Mountains Insurance made up 0.06% of AlphaGrep UK's portfolio in Q3 2026, its #666 holding.
  • AlphaGrep UK first reported a position in White Mountains Insurance in Q4 2025 and has held it in 2 quarters since.
  • AlphaGrep UK's White Mountains Insurance position peaked at $268K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.