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Cooke & Bieler’s White Mountains Insurance WTM Stock Holding History

Cooke & Bieler’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 		$176M Sell
85,120
-19,737
-19% -$42.2M 2.04% 11
2026
Q1 		$230M Sell
104,857
-1,722
-2% -$3.69M 2.61% 4
2025
Q4 		$221M Sell
106,579
-1,272
-1% -$2.49M 2.31% 7
2025
Q3 		$180M Buy
107,851
+31,070
+40% +$55.4M 1.86% 10
2025
Q2 		$138M Buy
76,781
+22,129
+40% +$39.4M 1.38% 28
2025
Q1 		$105M Buy
54,652
+20,582
+60% +$38.7M 1.05% 40
2024
Q4 		$66.3M Buy
+34,070
New +$64.4M 0.64% 59

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
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
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Cooke & Bieler's WTM Position: Q2 2026 in Review

Cooke & Bieler reduced its White Mountains Insurance (WTM) stake by 19% in Q2 2026, selling an estimated $42.2M and leaving 85,120 shares worth $176M. The position accounts for 2.04% of the portfolio, ranked #11.

Cooke & Bieler first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $230M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Cooke & Bieler held 85,120 shares of White Mountains Insurance worth $176M as of Q2 2026.
  • Cooke & Bieler sold 19,737 White Mountains Insurance shares in Q2 2026, an estimated $42.2M.
  • White Mountains Insurance made up 2.04% of Cooke & Bieler's portfolio in Q2 2026, its #11 holding.
  • Cooke & Bieler first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • Cooke & Bieler's White Mountains Insurance position peaked at $230M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Cooke & Bieler's 13F filing for Q2 2026, filed 30 Jul 2026.