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Brooklyn Investment Group’s White Mountains Insurance WTM Stock Holding History

Brooklyn Investment Group’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
Q1 		$646K Buy
+295
New +$632K 0.02% 848
2025
Q3 		– Sell
-4
Closed -$7.18K – 2724
2025
Q2 		$7.18K Buy
4
+3
+300% +$5.34K ﹤0.01% 2334
2025
Q1 		$1.93K Hold
1
– – ﹤0.01% 2170
2024
Q4 		$1.95K Hold
1
– – ﹤0.01% 1466
2024
Q3 		$1.7K Buy
+1
New +$1.74K ﹤0.01% 936

Other funds holding WTM

Dimensional Fund Advisors
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Brooklyn Investment Group's WTM Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in White Mountains Insurance (WTM) in Q1 2026: 295 shares worth $646K. The stake represents 0.02% of the portfolio and ranks #848 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in WTM as recently as Q2 2025.

Brooklyn Investment Group first reported a position in WTM in Q3 2024 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Brooklyn Investment Group held 295 shares of White Mountains Insurance worth $646K as of Q1 2026.
  • White Mountains Insurance was a new Brooklyn Investment Group position in Q1 2026.
  • White Mountains Insurance made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #848 holding.
  • Brooklyn Investment Group first reported a position in White Mountains Insurance in Q3 2024 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.