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Brandes Investment Partners’s White Mountains Insurance WTM Stock Holding History

Brandes Investment Partners’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 		$1.45M Buy
701
+3
+0.4% +$6.42K 0.01% 178
2026
Q1 		$1.53M Buy
698
+33
+5% +$70.7K 0.01% 175
2025
Q4 		$1.38M Buy
665
+51
+8% +$99.7K 0.01% 177
2025
Q3 		$1.03M Buy
614
+44
+8% +$78.5K 0.01% 171
2025
Q2 		$1.02M Buy
570
+55
+11% +$97.8K 0.01% 172
2025
Q1 		$992K Buy
515
+86
+20% +$162K 0.01% 166
2024
Q4 		$834K Buy
429
+42
+11% +$79.4K 0.01% 169
2024
Q3 		$656K Buy
387
+48
+14% +$83.7K 0.01% 170
2024
Q2 		$616K Buy
339
+84
+33% +$149K 0.01% 165
2024
Q1 		$458K Buy
255
+99
+63% +$166K 0.01% 165
2023
Q4 		$235K Buy
+156
New +$232K ﹤0.01% 179
2021
Q3 		– Sell
-681
Closed -$782K – 162
2021
Q2 		$782K Hold
681
– – 0.02% 130
2021
Q1 		$760K Sell
681
-1
-0.1% -$1.12K 0.02% 129
2020
Q4 		$681K Sell
682
-1
-0.1% -$941 0.02% 128
2020
Q3 		$532K Sell
683
-93
-12% -$80.4K 0.02% 133
2020
Q2 		$689K Sell
776
-36
-4% -$32.4K 0.02% 135
2020
Q1 		$739K Sell
812
-65
-7% -$67.3K 0.03% 120
2019
Q4 		$978K Sell
877
-35
-4% -$38.2K 0.02% 112
2019
Q3 		$985K Sell
912
-143
-14% -$153K 0.03% 108
2019
Q2 		$1.08M Sell
1,055
-8
-0.8% -$7.7K 0.02% 106
2019
Q1 		$984K Buy
1,063
+75
+8% +$67.9K 0.02% 111
2018
Q4 		$847K Buy
988
+522
+112% +$465K 0.02% 118
2018
Q3 		$436K Buy
466
+52
+13% +$48.2K 0.01% 121
2018
Q2 		$375K Buy
+414
New +$365K 0.01% 126

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

Brandes Investment Partners's WTM Position: Q2 2026 in Review

Brandes Investment Partners increased its White Mountains Insurance (WTM) stake by 0.43% in Q2 2026, buying an estimated $6.42K and bringing the position to 701 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #178.

Brandes Investment Partners first reported a position in WTM in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.53M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Brandes Investment Partners held 701 shares of White Mountains Insurance worth $1.45M as of Q2 2026.
  • Brandes Investment Partners bought 3 White Mountains Insurance shares in Q2 2026, an estimated $6.42K.
  • White Mountains Insurance made up 0.01% of Brandes Investment Partners's portfolio in Q2 2026, its #178 holding.
  • Brandes Investment Partners first reported a position in White Mountains Insurance in Q2 2018 and has held it in 24 quarters since.
  • Brandes Investment Partners's White Mountains Insurance position peaked at $1.53M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Brandes Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.