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Arizona State Retirement System’s White Mountains Insurance WTM Stock Holding History

Arizona State Retirement System’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 		$1.38M Sell
664
-35
-5% -$74.9K 0.01% 976
2026
Q1 		$1.54M Sell
699
-19
-3% -$40.7K 0.01% 863
2025
Q4 		$1.49M Sell
718
-44
-6% -$86K 0.01% 904
2025
Q3 		$1.27M Buy
762
+11
+1% +$19.6K 0.01% 1018
2025
Q2 		$1.35M Buy
751
+14
+2% +$24.9K 0.01% 954
2025
Q1 		$1.42M Sell
737
-9
-1% -$16.9K 0.01% 891
2024
Q4 		$1.45M Buy
746
+7
+0.9% +$13.2K 0.01% 921
2024
Q3 		$1.25M Buy
739
+24
+3% +$41.8K 0.01% 991
2024
Q2 		$1.3M Buy
715
+11
+2% +$19.5K 0.01% 920
2024
Q1 		$1.26M Sell
704
-12
-2% -$20.1K 0.01% 938
2023
Q4 		$1.08M Sell
716
-13
-2% -$19.3K 0.01% 1006
2023
Q3 		$1.09M Buy
729
+8
+1% +$12.3K 0.01% 945
2023
Q2 		$1M Sell
721
-25
-3% -$35.2K 0.01% 1015
2023
Q1 		$1.03M Buy
746
+21
+3% +$30.1K 0.01% 1001
2022
Q4 		$1.03M Sell
725
-84
-10% -$114K 0.01% 966
2022
Q3 		$1.05M Sell
809
-9
-1% -$11.6K 0.01% 899
2022
Q2 		$1.02M Buy
818
+2
+0.2% +$2.32K 0.01% 955
2022
Q1 		$927K Sell
816
-20
-2% -$20.9K 0.01% 1103
2021
Q4 		$848K Sell
836
-10
-1% -$10.6K 0.01% 1208
2021
Q3 		$905K Buy
846
+3
+0.4% +$3.35K 0.01% 1149
2021
Q2 		$968K Sell
843
-60
-7% -$70K 0.01% 1132
2021
Q1 		$1.01M Buy
903
+4
+0.4% +$4.47K 0.01% 1110
2020
Q4 		$900K Sell
899
-39
-4% -$36.7K 0.01% 1109
2020
Q3 		$731K Buy
938
+219
+30% +$189K 0.01% 1084
2020
Q2 		$638K Sell
719
-29
-4% -$26.1K 0.01% 997
2020
Q1 		$681K Buy
+748
New +$774K 0.01% 842

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

Arizona State Retirement System's WTM Position: Q2 2026 in Review

Arizona State Retirement System reduced its White Mountains Insurance (WTM) stake by 5% in Q2 2026, selling an estimated $74.9K and leaving 664 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #976.

Arizona State Retirement System first reported a position in WTM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.54M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Arizona State Retirement System held 664 shares of White Mountains Insurance worth $1.38M as of Q2 2026.
  • Arizona State Retirement System sold 35 White Mountains Insurance shares in Q2 2026, an estimated $74.9K.
  • White Mountains Insurance made up 0.01% of Arizona State Retirement System's portfolio in Q2 2026, its #976 holding.
  • Arizona State Retirement System first reported a position in White Mountains Insurance in Q1 2020 and has held it in 26 quarters since.
  • Arizona State Retirement System's White Mountains Insurance position peaked at $1.54M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.