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 Q2	–	Sell	-340	Closed	-$747K	–	1330
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 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

Caprock Group's WTM Position: Q2 2026 in Review

Caprock Group sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 340 shares — an estimated $747K sold.

Caprock Group first reported a position in WTM in Q1 2025 and held it in 4 quarters. The position peaked at $1.06M in Q4 2025. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Caprock Group reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
Caprock Group sold 340 White Mountains Insurance shares in Q2 2026, an estimated $747K.
Caprock Group first reported a position in White Mountains Insurance in Q1 2025 and held it in 4 quarters.
Caprock Group's White Mountains Insurance position peaked at $1.06M in Q4 2025.
357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.