Dimensional Fund Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $330M | Buy |
158,954
+2,336
| +1% | +$5M | 0.06% | 353 |
|
|
2026
Q1 | $344M | Buy |
156,618
+14
| +0% | +$30K | 0.07% | 299 |
|
|
2025
Q4 | $325M | Sell |
156,604
-613
| -0.4% | -$1.2M | 0.07% | 306 |
|
|
2025
Q3 | $263M | Buy |
157,217
+1,464
| +0.9% | +$2.61M | 0.06% | 399 |
|
|
2025
Q2 | $280M | Sell |
155,753
-864
| -0.6% | -$1.54M | 0.06% | 333 |
|
|
2025
Q1 | $302M | Sell |
156,617
-778
| -0.5% | -$1.46M | 0.08% | 264 |
|
|
2024
Q4 | $306M | Sell |
157,395
-1,139
| -0.7% | -$2.15M | 0.07% | 271 |
|
|
2024
Q3 | $269M | Sell |
158,534
-1,027
| -0.6% | -$1.79M | 0.07% | 337 |
|
|
2024
Q2 | $290M | Sell |
159,561
-2,357
| -1% | -$4.17M | 0.08% | 253 |
|
|
2024
Q1 | $291M | Sell |
161,918
-39
| -0% | -$65.4K | 0.08% | 246 |
|
|
2023
Q4 | $244M | Buy |
161,957
+1,464
| +0.9% | +$2.18M | 0.07% | 296 |
|
|
2023
Q3 | $240M | Buy |
160,493
+1,868
| +1% | +$2.87M | 0.08% | 249 |
|
|
2023
Q2 | $220M | Sell |
158,625
-1,313
| -0.8% | -$1.85M | 0.07% | 294 |
|
|
2023
Q1 | $220M | Buy |
+159,938
| New | +$229M | 0.07% | 277 |
|
|
2022
Q3 | $210M | Buy |
160,965
+561
| +0.3% | +$726K | 0.08% | 251 |
|
|
2022
Q2 | $200M | Buy |
160,404
+5,851
| +4% | +$6.8M | 0.07% | 303 |
|
|
2022
Q1 | $176M | Buy |
154,553
+5,051
| +3% | +$5.29M | 0.05% | 421 |
|
|
2021
Q4 | $152M | Sell |
149,502
-611
| -0.4% | -$645K | 0.05% | 541 |
|
|
2021
Q3 | $161M | Buy |
150,113
+6,541
| +5% | +$7.31M | 0.05% | 476 |
|
|
2021
Q2 | $165M | Buy |
143,572
+9,274
| +7% | +$10.8M | 0.05% | 469 |
|
|
2021
Q1 | $150M | Sell |
134,298
-1,625
| -1% | -$1.82M | 0.05% | 511 |
|
|
2020
Q4 | $136M | Sell |
135,923
-2,103
| -2% | -$1.98M | 0.05% | 503 |
|
|
2020
Q3 | $108M | Sell |
138,026
-836
| -0.6% | -$723K | 0.05% | 523 |
|
|
2020
Q2 | $123M | Sell |
138,862
-1,599
| -1% | -$1.44M | 0.05% | 407 |
|
|
2020
Q1 | $128M | Buy |
140,461
+1,357
| +1% | +$1.4M | 0.07% | 270 |
|
|
2019
Q4 | $155M | Buy |
139,104
+123
| +0.1% | +$134K | 0.06% | 404 |
|
|
2019
Q3 | $150M | Buy |
138,981
+8,998
| +7% | +$9.6M | 0.06% | 381 |
|
|
2019
Q2 | $133M | Buy |
129,983
+8,919
| +7% | +$8.58M | 0.05% | 467 |
|
|
2019
Q1 | $112M | Sell |
121,064
-749
| -0.6% | -$679K | 0.04% | 569 |
|
|
2018
Q4 | $104M | Buy |
121,813
+1,552
| +1% | +$1.38M | 0.05% | 511 |
|
|
2018
Q3 | $113M | Buy |
120,261
+6,751
| +6% | +$6.26M | 0.04% | 610 |
|
|
2018
Q2 | $103M | Buy |
113,510
+22,927
| +25% | +$20.2M | 0.04% | 636 |
|
|
2018
Q1 | $74.5M | Buy |
90,583
+23,995
| +36% | +$19.8M | 0.03% | 891 |
|
|
2017
Q4 | $56.7M | Buy |
66,588
+4,769
| +8% | +$4.17M | 0.02% | 1215 |
|
|
2017
Q3 | $53M | Buy |
61,819
+596
| +1% | +$512K | 0.02% | 1240 |
|
|
2017
Q2 | $53.2M | Buy |
61,223
+2,319
| +4% | +$2.01M | 0.02% | 1169 |
|
|
2017
Q1 | $51.8M | Buy |
58,904
+3,097
| +6% | +$2.77M | 0.02% | 1144 |
|
|
2016
Q4 | $46.7M | Buy |
55,807
+5,673
| +11% | +$4.75M | 0.02% | 1212 |
|
|
2016
Q3 | $41.6M | Buy |
50,134
+4,264
| +9% | +$3.51M | 0.02% | 1240 |
|
|
2016
Q2 | $38.6M | Buy |
45,870
+324
| +0.7% | +$264K | 0.02% | 1247 |
|
|
2016
Q1 | $36.6M | Buy |
45,546
+156
| +0.3% | +$117K | 0.02% | 1272 |
|
|
2015
Q4 | $33M | Buy |
45,390
+9,845
| +28% | +$7.54M | 0.02% | 1303 |
|
|
2015
Q3 | $26.6M | Buy |
35,545
+3,288
| +10% | +$2.37M | 0.02% | 1466 |
|
|
2015
Q2 | $21.1M | Buy |
32,257
+4,140
| +15% | +$2.75M | 0.01% | 1801 |
|
|
2015
Q1 | $19.2M | Buy |
28,117
+2,750
| +11% | +$1.81M | 0.01% | 1829 |
|
|
2014
Q4 | $16M | Buy |
25,367
+5,600
| +28% | +$3.56M | 0.01% | 1957 |
|
|
2014
Q3 | $12.5M | Buy |
19,767
+6,651
| +51% | +$4.15M | 0.01% | 2033 |
|
|
2014
Q2 | $7.98M | Buy |
13,116
+6,400
| +95% | +$3.81M | 0.01% | 2349 |
|
|
2014
Q1 | $4.03M | Hold |
6,716
| – | – | ﹤0.01% | 2632 |
|
|
2013
Q4 | $4.05M | Hold |
6,716
| – | – | ﹤0.01% | 2640 |
|
|
2013
Q3 | $3.81M | Hold |
6,716
| – | – | ﹤0.01% | 2654 |
|
|
2013
Q2 | $3.86M | Buy |
+6,716
| New | +$3.92M | ﹤0.01% | 2594 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
GJL
Dimensional Fund Advisors's WTM Position: Q2 2026 in Review
Dimensional Fund Advisors increased its White Mountains Insurance (WTM) stake by 1.5% in Q2 2026, buying an estimated $5M and bringing the position to 158,954 shares worth $330M. The position accounts for 0.06% of the portfolio, ranked #353.
Dimensional Fund Advisors first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $344M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Dimensional Fund Advisors held 158,954 shares of White Mountains Insurance worth $330M as of Q2 2026.
- Dimensional Fund Advisors bought 2,336 White Mountains Insurance shares in Q2 2026, an estimated $5M.
- White Mountains Insurance made up 0.06% of Dimensional Fund Advisors's portfolio in Q2 2026, its #353 holding.
- Dimensional Fund Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's White Mountains Insurance position peaked at $344M in Q1 2026.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.