ClearBridge Investments’s White Mountains Insurance WTM Stock Holding History

ClearBridge Investments’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	–	–	﹤0.01%	693
2026 Q1	$220K	Hold	100	–	–	﹤0.01%	679
2025 Q4	$208K	Buy	+100	New	+$196K	﹤0.01%	690
2020 Q3	–	Sell	-100	Closed	-$89K	–	994
2020 Q2	$89K	Hold	100	–	–	﹤0.01%	760
2020 Q1	$91K	Hold	100	–	–	﹤0.01%	739
2019 Q4	$112K	Hold	100	–	–	﹤0.01%	771
2019 Q3	$108K	Hold	100	–	–	﹤0.01%	758
2019 Q2	$102K	Hold	100	–	–	﹤0.01%	769
2019 Q1	$93K	Hold	100	–	–	﹤0.01%	791
2018 Q4	$86K	Hold	100	–	–	﹤0.01%	807
2018 Q3	$94K	Hold	100	–	–	﹤0.01%	841
2018 Q2	$91K	Hold	100	–	–	﹤0.01%	780
2018 Q1	$82K	Hold	100	–	–	﹤0.01%	799
2017 Q4	$85K	Hold	100	–	–	﹤0.01%	792
2017 Q3	$86K	Hold	100	–	–	﹤0.01%	781
2017 Q2	$87K	Hold	100	–	–	﹤0.01%	788
2017 Q1	$88K	Hold	100	–	–	﹤0.01%	822
2016 Q4	$84K	Hold	100	–	–	﹤0.01%	837
2016 Q3	$83K	Hold	100	–	–	﹤0.01%	821
2016 Q2	$84K	Hold	100	–	–	﹤0.01%	829
2016 Q1	$80K	Hold	100	–	–	﹤0.01%	843
2015 Q4	$73K	Hold	100	–	–	﹤0.01%	887
2015 Q3	$75K	Hold	100	–	–	﹤0.01%	924
2015 Q2	$65K	Hold	100	–	–	﹤0.01%	933
2015 Q1	$68K	Hold	100	–	–	﹤0.01%	930
2014 Q4	$63K	Hold	100	–	–	﹤0.01%	952
2014 Q3	$63K	Hold	100	–	–	﹤0.01%	943
2014 Q2	$61K	Hold	100	–	–	﹤0.01%	965
2014 Q1	$60K	Buy	+100	New	+$58.4K	﹤0.01%	937

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ClearBridge Investments's WTM Position: Q2 2026 in Review

ClearBridge Investments held its White Mountains Insurance (WTM) position steady in Q2 2026 at 100 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

ClearBridge Investments first reported a position in WTM in Q1 2014 and has held it in 29 quarters since. The position peaked at $220K in Q1 2026. 271 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

ClearBridge Investments held 100 shares of White Mountains Insurance worth $207K as of Q2 2026.
ClearBridge Investments left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #693 holding.
ClearBridge Investments first reported a position in White Mountains Insurance in Q1 2014 and has held it in 29 quarters since.
ClearBridge Investments's White Mountains Insurance position peaked at $220K in Q1 2026.
271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.