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Caprock Group’s White Mountains Insurance WTM Stock Holding History

Caprock 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 		$747K Sell
340
-169
-33% -$362K 0.02% 625
2025
Q4 		$1.06M Buy
509
+17
+3% +$33.2K 0.02% 592
2025
Q3 		$900K Buy
+492
New +$878K 0.02% 604
2025
Q1 		$354K Buy
+184
New +$346K 0.01% 829

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Caprock Group's WTM Position: Q1 2026 in Review

Caprock Group reduced its White Mountains Insurance (WTM) stake by 33% in Q1 2026, selling an estimated $362K and leaving 340 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #625.

Caprock Group first reported a position in WTM in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Caprock Group held 340 shares of White Mountains Insurance worth $747K as of Q1 2026.
  • Caprock Group sold 169 White Mountains Insurance shares in Q1 2026, an estimated $362K.
  • White Mountains Insurance made up 0.02% of Caprock Group's portfolio in Q1 2026, its #625 holding.
  • Caprock Group first reported a position in White Mountains Insurance in Q1 2025 and has held it in 4 quarters since.
  • Caprock Group's White Mountains Insurance position peaked at $1.06M in Q4 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.