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Amalgamated Bank’s White Mountains Insurance WTM Stock Holding History

Amalgamated Bank’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 		$299K Buy
144
+12
+9% +$25.7K ﹤0.01% 1502
2026
Q1 		$290K Buy
132
+5
+4% +$10.7K ﹤0.01% 1477
2025
Q4 		$264K Buy
127
+2
+2% +$3.91K ﹤0.01% 1503
2025
Q3 		$209K Sell
125
-5
-4% -$8.92K ﹤0.01% 1561
2025
Q2 		$233K Sell
130
-4
-3% -$7.11K ﹤0.01% 1516
2025
Q1 		$258K Buy
134
+2
+2% +$3.77K ﹤0.01% 1471
2024
Q4 		$257K Sell
132
-2
-1% -$3.78K ﹤0.01% 1515
2024
Q3 		$227K Sell
134
-305
-69% -$532K ﹤0.01% 1540
2024
Q2 		$798K Buy
439
+301
+218% +$532K 0.01% 1122
2024
Q1 		$248K Sell
138
-270
-66% -$453K ﹤0.01% 1538
2023
Q4 		$614K Sell
408
-17
-4% -$25.3K ﹤0.01% 1359
2023
Q3 		$636K Buy
425
+48
+13% +$73.7K 0.01% 1301
2023
Q2 		$524K Sell
377
-38
-9% -$53.5K ﹤0.01% 1413
2023
Q1 		$572K Sell
415
-77
-16% -$110K ﹤0.01% 1366
2022
Q4 		$696K Sell
492
-27
-5% -$36.6K 0.01% 1303
2022
Q3 		$676K Sell
519
-3
-0.6% -$3.88K 0.01% 1278
2022
Q2 		$650K Sell
522
-83
-14% -$96.4K 0.01% 1338
2022
Q1 		$687K Sell
605
-23
-4% -$24.1K 0.01% 1404
2021
Q4 		$637K Sell
628
-5
-0.8% -$5.28K ﹤0.01% 1458
2021
Q3 		$677K Sell
633
-27
-4% -$30.2K 0.01% 1434
2021
Q2 		$758K Buy
660
+301
+84% +$351K 0.01% 1419
2021
Q1 		$400K Sell
359
-17
-5% -$19K 0.02% 1104
2020
Q4 		$376K Hold
376
– – 0.01% 1119
2020
Q3 		$293K Sell
376
-1
-0.3% -$865 0.01% 1119
2020
Q2 		$335K Sell
377
-291
-44% -$262K 0.02% 1047
2020
Q1 		$608K Sell
668
-17
-2% -$17.6K 0.01% 820
2019
Q4 		$764K Buy
685
+72
+12% +$78.5K 0.01% 918
2019
Q3 		$662K Sell
613
-6
-1% -$6.4K 0.01% 922
2019
Q2 		$632K Buy
619
+21
+4% +$20.2K 0.01% 957
2019
Q1 		$553K Buy
598
+14
+2% +$12.7K 0.01% 956
2018
Q4 		$501K Buy
584
+4
+0.7% +$3.56K 0.01% 921
2018
Q3 		$543K Sell
580
-2
-0.3% -$1.85K 0.01% 907
2018
Q2 		$528K Sell
582
-97
-14% -$85.4K 0.01% 1004
2018
Q1 		$558K Sell
679
-6
-0.9% -$4.95K 0.01% 901
2017
Q4 		$583K Sell
685
-101
-13% -$88.3K 0.02% 921
2017
Q3 		$674K Sell
786
-3
-0.4% -$2.58K 0.02% 825
2017
Q2 		$685K Buy
789
+180
+30% +$156K 0.02% 821
2017
Q1 		$536K Buy
609
+20
+3% +$17.9K 0.03% 799
2016
Q4 		$492K Buy
589
+20
+4% +$16.8K 0.02% 843
2016
Q3 		$472K Buy
569
+2
+0.4% +$1.65K 0.03% 774
2016
Q2 		$468K Sell
567
-99
-15% -$80.8K 0.03% 764
2016
Q1 		$535K Buy
666
+60
+10% +$44.9K 0.05% 499
2015
Q4 		$440K Sell
606
-72
-11% -$55.1K 0.05% 510
2015
Q3 		$507K Buy
678
+6
+0.9% +$4.32K 0.05% 498
2015
Q2 		$440K Buy
+672
New +$446K 0.04% 655

Other funds holding WTM

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

Amalgamated Bank's WTM Position: Q2 2026 in Review

Amalgamated Bank increased its White Mountains Insurance (WTM) stake by 9.1% in Q2 2026, buying an estimated $25.7K and bringing the position to 144 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Amalgamated Bank first reported a position in WTM in Q2 2015 and has held it in 45 quarters since. The position peaked at $798K in Q2 2024. 181 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Amalgamated Bank held 144 shares of White Mountains Insurance worth $299K as of Q2 2026.
  • Amalgamated Bank bought 12 White Mountains Insurance shares in Q2 2026, an estimated $25.7K.
  • White Mountains Insurance made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1502 holding.
  • Amalgamated Bank first reported a position in White Mountains Insurance in Q2 2015 and has held it in 45 quarters since.
  • Amalgamated Bank's White Mountains Insurance position peaked at $798K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.