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Cliff Asness’s White Mountains Insurance WTM Stock Holding History

Cliff Asness’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 		$11.3M Sell
5,450
-2,288
-30% -$4.9M ﹤0.01% 1495
2026
Q1 		$17M Buy
7,738
+3,262
+73% +$6.98M 0.01% 1096
2025
Q4 		$9.3M Sell
4,476
-1,437
-24% -$2.81M ﹤0.01% 1251
2025
Q3 		$9.84M Sell
5,913
-2,171
-27% -$3.87M 0.01% 1102
2025
Q2 		$14.4M Sell
8,084
-408
-5% -$726K 0.01% 871
2025
Q1 		$16.2M Sell
8,492
-1,648
-16% -$3.1M 0.02% 759
2024
Q4 		$19.6M Sell
10,140
-766
-7% -$1.45M 0.03% 654
2024
Q3 		$18.5M Buy
10,906
+458
+4% +$799K 0.03% 651
2024
Q2 		$18.5M Buy
10,448
+1,296
+14% +$2.29M 0.03% 600
2024
Q1 		$16.4M Buy
9,152
+52
+0.6% +$87.2K 0.03% 586
2023
Q4 		$13.6M Sell
9,100
-480
-5% -$713K 0.03% 606
2023
Q3 		$14.3M Buy
9,580
+317
+3% +$487K 0.03% 566
2023
Q2 		$12.8M Buy
9,263
+2,566
+38% +$3.61M 0.03% 589
2023
Q1 		$9.22M Buy
6,697
+2,926
+78% +$4.2M 0.02% 674
2022
Q4 		$5.32M Buy
+3,771
New +$5.11M 0.01% 864
2022
Q3 		– Sell
-2,422
Closed -$2.98M – 2339
2022
Q2 		$2.98M Sell
2,422
-1,011
-29% -$1.17M 0.01% 961
2022
Q1 		$3.79M Sell
3,433
-13,028
-79% -$13.6M 0.01% 918
2021
Q4 		$16.7M Sell
16,461
-14,880
-47% -$15.7M 0.03% 542
2021
Q3 		$33.5M Buy
31,341
+2,997
+11% +$3.35M 0.06% 347
2021
Q2 		$32.4M Buy
28,344
+18,059
+176% +$21.1M 0.06% 375
2021
Q1 		$11.5M Buy
10,285
+7,541
+275% +$8.43M 0.02% 649
2020
Q4 		$2.72M Sell
2,744
-868
-24% -$817K ﹤0.01% 1014
2020
Q3 		$2.81M Buy
3,612
+11
+0.3% +$9.51K ﹤0.01% 962
2020
Q2 		$3.18M Sell
3,601
-9,689
-73% -$8.73M 0.01% 954
2020
Q1 		$12M Buy
13,290
+3,521
+36% +$3.64M 0.02% 580
2019
Q4 		$10.9M Buy
9,769
+1,812
+23% +$1.98M 0.01% 728
2019
Q3 		$8.59M Buy
7,957
+6,863
+627% +$7.32M 0.01% 802
2019
Q2 		$1.12M Sell
1,094
-1,260
-54% -$1.21M ﹤0.01% 1453
2019
Q1 		$2.18M Buy
2,354
+834
+55% +$756K ﹤0.01% 1289
2018
Q4 		$1.3M Buy
1,520
+631
+71% +$562K ﹤0.01% 1413
2018
Q3 		$832K Buy
+889
New +$824K ﹤0.01% 1772
2018
Q2 		– Sell
-5,048
Closed -$4.15M – 2393
2018
Q1 		$4.15M Sell
5,048
-102
-2% -$84.2K ﹤0.01% 1066
2017
Q4 		$4.38M Sell
5,150
-932
-15% -$815K ﹤0.01% 1078
2017
Q3 		$5.21M Sell
6,082
-25,180
-81% -$21.7M 0.01% 1002
2017
Q2 		$27.2M Buy
31,262
+7,241
+30% +$6.28M 0.04% 534
2017
Q1 		$21.1M Buy
24,021
+4,514
+23% +$4.04M 0.03% 590
2016
Q4 		$16.3M Buy
19,507
+2,452
+14% +$2.06M 0.02% 642
2016
Q3 		$14.2M Buy
17,055
+2,241
+15% +$1.85M 0.02% 662
2016
Q2 		$12.5M Sell
14,814
-758
-5% -$618K 0.02% 668
2016
Q1 		$12.5M Buy
15,572
+4,783
+44% +$3.58M 0.02% 633
2015
Q4 		$7.84M Buy
10,789
+7,796
+260% +$5.97M 0.01% 785
2015
Q3 		$2.24M Buy
2,993
+2,279
+319% +$1.64M ﹤0.01% 1086
2015
Q2 		$468K Sell
714
-293
-29% -$194K ﹤0.01% 1814
2015
Q1 		$689K Buy
1,007
+7
+0.7% +$4.62K ﹤0.01% 1579
2014
Q4 		$630K Buy
+1,000
New +$636K ﹤0.01% 1861

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

Cliff Asness's WTM Position: Q2 2026 in Review

Cliff Asness reduced its White Mountains Insurance (WTM) stake by 30% in Q2 2026, selling an estimated $4.9M and leaving 5,450 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Cliff Asness first reported a position in WTM in Q4 2014 and has held it in 45 quarters since. The position peaked at $33.5M in Q3 2021. 354 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Cliff Asness held 5,450 shares of White Mountains Insurance worth $11.3M as of Q2 2026.
  • Cliff Asness sold 2,288 White Mountains Insurance shares in Q2 2026, an estimated $4.9M.
  • White Mountains Insurance made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1495 holding.
  • Cliff Asness first reported a position in White Mountains Insurance in Q4 2014 and has held it in 45 quarters since.
  • Cliff Asness's White Mountains Insurance position peaked at $33.5M in Q3 2021.
  • 354 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.