Citadel Advisors
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Citadel Advisors’s White Mountains Insurance WTM Stock Holding History

Citadel Advisors’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 		$5.72M Buy
2,603
+1,410
+118% +$3.02M ﹤0.01% 4125
2025
Q4 		$2.48M Buy
1,193
+912
+325% +$1.78M ﹤0.01% 5519
2025
Q3 		$470K Sell
281
-890
-76% -$1.59M ﹤0.01% 9282
2025
Q2 		$2.1M Sell
1,171
-5
-0.4% -$8.89K ﹤0.01% 5615
2025
Q1 		$2.26M Buy
+1,176
New +$2.21M ﹤0.01% 5303
2024
Q1 		– Sell
-331
Closed -$498K – 15529
2023
Q4 		$498K Buy
+331
New +$492K ﹤0.01% 8120
2023
Q2 		– Sell
-692
Closed -$953K – 15332
2023
Q1 		$953K Buy
+692
New +$992K ﹤0.01% 6876
2022
Q4 		– Sell
-1,683
Closed -$2.19M – 15531
2022
Q3 		$2.19M Sell
1,683
-2,253
-57% -$2.91M ﹤0.01% 5413
2022
Q2 		$4.91M Sell
3,936
-2,766
-41% -$3.21M ﹤0.01% 3824
2022
Q1 		$7.62M Sell
6,702
-1,673
-20% -$1.75M ﹤0.01% 3406
2021
Q4 		$8.49M Sell
8,375
-51
-0.6% -$53.9K ﹤0.01% 3345
2021
Q3 		$9.01M Sell
8,426
-490
-5% -$547K ﹤0.01% 3247
2021
Q2 		$10.2M Sell
8,916
-3,428
-28% -$4M ﹤0.01% 3026
2021
Q1 		$13.8M Buy
12,344
+5,727
+87% +$6.41M ﹤0.01% 2502
2020
Q4 		$6.62M Sell
6,617
-5,354
-45% -$5.04M ﹤0.01% 3210
2020
Q3 		$9.32M Buy
+11,971
New +$10.4M ﹤0.01% 2373
2020
Q2 		– Sell
-4,639
Closed -$4.22M – 10601
2020
Q1 		$4.22M Sell
4,639
-2,782
-37% -$2.88M ﹤0.01% 2951
2019
Q4 		$8.28M Sell
7,421
-3,893
-34% -$4.25M ﹤0.01% 2433
2019
Q3 		$12.2M Buy
11,314
+5,695
+101% +$6.07M 0.01% 1989
2019
Q2 		$5.74M Buy
5,619
+3,945
+236% +$3.8M ﹤0.01% 2902
2019
Q1 		$1.55M Buy
1,674
+1,022
+157% +$926K ﹤0.01% 4875
2018
Q4 		$559K Buy
+652
New +$581K ﹤0.01% 6234
2018
Q2 		– Sell
-4,207
Closed -$3.46M – 9353
2018
Q1 		$3.46M Buy
4,207
+1,429
+51% +$1.18M ﹤0.01% 2939
2017
Q4 		$2.37M Buy
+2,778
New +$2.43M ﹤0.01% 3397
2017
Q3 		– Sell
-5,234
Closed -$4.55M – 8127
2017
Q2 		$4.55M Buy
5,234
+2,910
+125% +$2.52M ﹤0.01% 2224
2017
Q1 		$2.04M Buy
2,324
+211
+10% +$189K ﹤0.01% 3051
2016
Q4 		$1.77M Buy
2,113
+223
+12% +$187K ﹤0.01% 3112
2016
Q3 		$1.57M Buy
1,890
+779
+70% +$642K ﹤0.01% 3252
2016
Q2 		$935K Hold
1,111
– – ﹤0.01% 3645
2016
Q1 		$892K Sell
1,111
-1,864
-63% -$1.39M ﹤0.01% 3628
2015
Q4 		$2.16M Sell
2,975
-7,529
-72% -$5.77M ﹤0.01% 2654
2015
Q3 		$7.85M Buy
+10,504
New +$7.56M 0.01% 1529
2015
Q2 		– Sell
-2,039
Closed -$1.4M – 9133
2015
Q1 		$1.4M Sell
2,039
-310
-13% -$205K ﹤0.01% 3525
2014
Q4 		$1.48M Buy
2,349
+55
+2% +$35K ﹤0.01% 3275
2014
Q3 		$1.45M Buy
2,294
+239
+12% +$149K ﹤0.01% 3248
2014
Q2 		$1.25M Sell
2,055
-1,565
-43% -$932K ﹤0.01% 3216
2014
Q1 		$2.17M Buy
+3,620
New +$2.11M ﹤0.01% 2571

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

Citadel Advisors's WTM Position: Q1 2026 in Review

Citadel Advisors increased its White Mountains Insurance (WTM) stake by 118% in Q1 2026, buying an estimated $3.02M and bringing the position to 2,603 shares worth $5.72M. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

Citadel Advisors first reported a position in WTM in Q1 2014 and has held it in 37 quarters since. The position peaked at $13.8M in Q1 2021. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Citadel Advisors held 2,603 shares of White Mountains Insurance worth $5.72M as of Q1 2026.
  • Citadel Advisors bought 1,410 White Mountains Insurance shares in Q1 2026, an estimated $3.02M.
  • White Mountains Insurance made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4125 holding.
  • Citadel Advisors first reported a position in White Mountains Insurance in Q1 2014 and has held it in 37 quarters since.
  • Citadel Advisors's White Mountains Insurance position peaked at $13.8M in Q1 2021.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.