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Aquatic Capital Management’s White Mountains Insurance WTM Stock Holding History

Aquatic Capital 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 		$748K Sell
361
-551
-60% -$1.18M 0.03% 648
2026
Q1 		$2M Sell
912
-268
-23% -$574K 0.06% 372
2025
Q4 		$2.45M Buy
1,180
+415
+54% +$812K 0.07% 335
2025
Q3 		$1.28M Buy
+765
New +$1.37M 0.02% 600
2022
Q4 		– Sell
-500
Closed -$652K – 1884
2022
Q3 		$652K Buy
+500
New +$647K 0.06% 348

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

Aquatic Capital Management's WTM Position: Q2 2026 in Review

Aquatic Capital Management reduced its White Mountains Insurance (WTM) stake by 60% in Q2 2026, selling an estimated $1.18M and leaving 361 shares worth $748K. The position accounts for 0.03% of the portfolio, ranked #648.

Aquatic Capital Management first reported a position in WTM in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.45M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Aquatic Capital Management held 361 shares of White Mountains Insurance worth $748K as of Q2 2026.
  • Aquatic Capital Management sold 551 White Mountains Insurance shares in Q2 2026, an estimated $1.18M.
  • White Mountains Insurance made up 0.03% of Aquatic Capital Management's portfolio in Q2 2026, its #648 holding.
  • Aquatic Capital Management first reported a position in White Mountains Insurance in Q3 2022 and has held it in 5 quarters since.
  • Aquatic Capital Management's White Mountains Insurance position peaked at $2.45M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.