Citadel Investment Advisory’s White Mountains Insurance WTM Stock Holding History

Citadel Investment Advisory’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	$207K	Hold	100	–	–	0.09%	69
2026 Q1	$220K	Hold	100	–	–	0.11%	67
2025 Q4	$208K	Hold	100	–	–	0.09%	70
2025 Q3	$167K	Hold	100	–	–	0.08%	76
2025 Q2	$180K	Hold	100	–	–	0.09%	77
2025 Q1	$193K	Hold	100	–	–	0.09%	74
2024 Q4	$195K	Buy	+100	New	+$189K	0.1%	74

Other funds holding WTM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Citadel Investment Advisory's WTM Position: Q2 2026 in Review

Citadel Investment Advisory held its White Mountains Insurance (WTM) position steady in Q2 2026 at 100 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #69.

Citadel Investment Advisory first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q1 2026. 101 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Citadel Investment Advisory held 100 shares of White Mountains Insurance worth $207K as of Q2 2026.
Citadel Investment Advisory left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.09% of Citadel Investment Advisory's portfolio in Q2 2026, its #69 holding.
Citadel Investment Advisory first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
Citadel Investment Advisory's White Mountains Insurance position peaked at $220K in Q1 2026.
101 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.