Athena Investment Management’s White Mountains Insurance WTM Stock Holding History

Athena Investment 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	$236K	Sell	114 -110	-49%	-$235K	0.14%	121
2026 Q1	$492K	Sell	224 -5	-2%	-$10.7K	0.26%	93
2025 Q4	$476K	Hold	229	–	–	0.24%	92
2025 Q3	$383K	Hold	229	–	–	0.2%	106
2025 Q2	$411K	Sell	229 -2	-0.9%	-$3.56K	0.23%	98
2025 Q1	$445K	Hold	231	–	–	0.27%	86
2024 Q4	$449K	Sell	231 -1	-0.4%	-$1.89K	0.26%	89
2024 Q3	$394K	Hold	232	–	–	0.22%	106
2024 Q2	$422K	Sell	232 -2	-0.9%	-$3.54K	0.26%	93
2024 Q1	$420K	Hold	234	–	–	0.25%	96
2023 Q4	$352K	Hold	234	–	–	0.23%	101
2023 Q3	$350K	Hold	234	–	–	0.25%	95
2023 Q2	$325K	Hold	234	–	–	0.22%	103
2023 Q1	$322K	Hold	234	–	–	0.23%	103
2022 Q4	$331K	Buy	234 +6	+3%	+$8.13K	0.24%	100
2022 Q3	$297K	Buy	228 +1	+0.4%	+$1.29K	0.25%	95
2022 Q2	$283K	Buy	+227	New	+$264K	0.22%	107

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Athena Investment Management's WTM Position: Q2 2026 in Review

Athena Investment Management reduced its White Mountains Insurance (WTM) stake by 49% in Q2 2026, selling an estimated $235K and leaving 114 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #121.

Athena Investment Management first reported a position in WTM in Q2 2022 and has held it in 17 quarters since. The position peaked at $492K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Athena Investment Management held 114 shares of White Mountains Insurance worth $236K as of Q2 2026.
Athena Investment Management sold 110 White Mountains Insurance shares in Q2 2026, an estimated $235K.
White Mountains Insurance made up 0.14% of Athena Investment Management's portfolio in Q2 2026, its #121 holding.
Athena Investment Management first reported a position in White Mountains Insurance in Q2 2022 and has held it in 17 quarters since.
Athena Investment Management's White Mountains Insurance position peaked at $492K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.