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

Chapman 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	–	Sell	-143	Closed	-$306K	–	53
2026 Q1	$314K	Hold	143	–	–	0.26%	26
2025 Q4	$297K	Hold	143	–	–	0.22%	25
2025 Q3	$239K	Hold	143	–	–	0.17%	28
2025 Q2	$257K	Hold	143	–	–	0.18%	29
2025 Q1	$275K	Hold	143	–	–	0.21%	28
2024 Q4	$278K	Hold	143	–	–	0.21%	29
2024 Q3	$243K	Hold	143	–	–	0.18%	31
2024 Q2	$260K	Hold	143	–	–	0.2%	32
2024 Q1	$257K	Hold	143	–	–	0.19%	31
2023 Q4	$215K	Sell	143 -114	-44%	-$169K	0.16%	35
2023 Q3	$384K	Sell	257 -43	-14%	-$66K	0.33%	31
2023 Q2	$417K	Hold	300	–	–	0.33%	30
2023 Q1	$413K	Hold	300	–	–	0.34%	29
2022 Q4	$424K	Hold	300	–	–	0.39%	29
2022 Q3	$391K	Hold	300	–	–	0.29%	33
2022 Q2	$374K	Hold	300	–	–	0.26%	35
2022 Q1	$341K	Hold	300	–	–	0.18%	38
2021 Q4	$304K	Hold	300	–	–	0.14%	47
2021 Q3	$321K	Buy	+300	New	+$335K	0.17%	43

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

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

Chapman Investment Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 143 shares — an estimated $306K sold.

Chapman Investment Management first reported a position in WTM in Q3 2021 and held it in 19 quarters. The position peaked at $424K in Q4 2022. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Chapman Investment Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
Chapman Investment Management sold 143 White Mountains Insurance shares in Q2 2026, an estimated $306K.
Chapman Investment Management first reported a position in White Mountains Insurance in Q3 2021 and held it in 19 quarters.
Chapman Investment Management's White Mountains Insurance position peaked at $424K in Q4 2022.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.