CIBC Asset Management
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CIBC Asset Management’s White Mountains Insurance WTM Stock Holding History

CIBC Asset 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
-124
Closed -$272K – 1533
2026
Q1 		$272K Hold
124
– – ﹤0.01% 1039
2025
Q4 		$258K Buy
+124
New +$242K ﹤0.01% 1066
2021
Q4 		– Sell
-2,310
Closed -$2.47M – 1611
2021
Q3 		$2.47M Buy
2,310
+1,092
+90% +$1.22M 0.01% 482
2021
Q2 		$1.4M Hold
1,218
– – 0.01% 606
2021
Q1 		$1.36M Buy
+1,218
New +$1.36M 0.01% 590
2014
Q1 		– Sell
-826
Closed -$498K – 1026
2013
Q4 		$498K Buy
826
+16
+2% +$9.43K ﹤0.01% 686
2013
Q3 		$460K Sell
810
-32
-4% -$18.6K ﹤0.01% 667
2013
Q2 		$484K Buy
+842
New +$491K ﹤0.01% 653

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

CIBC Asset Management's WTM Position: Q2 2026 in Review

CIBC Asset Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 124 shares — an estimated $272K sold.

CIBC Asset Management first reported a position in WTM in Q2 2013 and held it in 8 quarters. The position peaked at $2.47M in Q3 2021. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • CIBC Asset Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • CIBC Asset Management sold 124 White Mountains Insurance shares in Q2 2026, an estimated $272K.
  • CIBC Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 8 quarters.
  • CIBC Asset Management's White Mountains Insurance position peaked at $2.47M in Q3 2021.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.