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Elkhorn Partners’s White Mountains Insurance WTM Stock Holding History

Elkhorn Partners’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
Q1 		$27.9M Sell
12,700
-898
-7% -$1.92M 17.76% 3
2025
Q4 		$28.3M Sell
13,598
-1,212
-8% -$2.37M 17.85% 3
2025
Q3 		$24.8M Sell
14,810
-90
-0.6% -$161K 16.8% 4
2025
Q2 		$26.8M Sell
14,900
-5
-0% -$8.89K 19.45% 3
2025
Q1 		$28.7M Sell
14,905
-175
-1% -$329K 18.81% 3
2024
Q4 		$29.3M Sell
15,080
-1,095
-7% -$2.07M 19.26% 3
2024
Q3 		$27.4M Buy
16,175
+65
+0.4% +$113K 17.63% 3
2024
Q2 		$29.3M Sell
16,110
-90
-0.6% -$159K 20.16% 3
2024
Q1 		$29.1M Sell
16,200
-1,619
-9% -$2.71M 20.97% 3
2023
Q4 		$26.8M Sell
17,819
-11
-0.1% -$16.3K 18.56% 3
2023
Q3 		$26.7M Sell
17,830
-255
-1% -$392K 17.45% 2
2023
Q2 		$25.1M Buy
18,085
+65
+0.4% +$91.5K 16.04% 3
2023
Q1 		$24.8M Sell
18,020
-330
-2% -$473K 16.42% 2
2022
Q4 		$26M Sell
18,350
-160
-0.9% -$217K 17.76% 2
2022
Q3 		$24.1M Sell
18,510
-3,395
-15% -$4.39M 17.45% 2
2022
Q2 		$27.3M Sell
21,905
-115
-0.5% -$134K 17.48% 2
2022
Q1 		$25M Sell
22,020
-80
-0.4% -$83.8K 13.44% 3
2021
Q4 		$22.4M Buy
22,100
+14
+0.1% +$14.8K 12.61% 3
2021
Q3 		$23.6M Buy
22,086
+5
+0% +$5.58K 14.28% 2
2021
Q2 		$25.4M Sell
22,081
-59
-0.3% -$68.9K 15.52% 2
2021
Q1 		$24.7M Sell
22,140
-280
-1% -$313K 15.28% 2
2020
Q4 		$22.4M Sell
22,420
-200
-0.9% -$188K 14.97% 2
2020
Q3 		$17.6M Buy
22,620
+685
+3% +$592K 13.72% 2
2020
Q2 		$19.5M Buy
21,935
+59
+0.3% +$53.2K 15.14% 2
2020
Q1 		$19.9M Sell
21,876
-1,064
-5% -$1.1M 16.52% 2
2019
Q4 		$25.6M Sell
22,940
-660
-3% -$720K 14.7% 2
2019
Q3 		$25.5M Sell
23,600
-2,240
-9% -$2.39M 14.92% 2
2019
Q2 		$26.4M Sell
25,840
-998
-4% -$960K 15.74% 2
2019
Q1 		$24.8M Sell
26,838
-237
-0.9% -$215K 14.9% 2
2018
Q4 		$23.2M Buy
27,075
+1,075
+4% +$958K 15.33% 2
2018
Q3 		$24.3M Sell
26,000
-1,846
-7% -$1.71M 14.26% 2
2018
Q2 		$25.2M Sell
27,846
-2,154
-7% -$1.9M 14.64% 2
2018
Q1 		$24.7M Buy
30,000
+935
+3% +$772K 15.66% 2
2017
Q4 		$24.7M Buy
29,065
+96
+0.3% +$83.9K 15.7% 2
2017
Q3 		$24.8M Buy
28,969
+69
+0.2% +$59.3K 15.94% 2
2017
Q2 		$25.1M Buy
28,900
+340
+1% +$295K 15.96% 2
2017
Q1 		$25.1M Sell
28,560
-180
-0.6% -$161K 14.64% 2
2016
Q4 		$24M Buy
28,740
+25
+0.1% +$21K 14.59% 2
2016
Q3 		$23.8M Buy
28,715
+15
+0.1% +$12.4K 14.31% 2
2016
Q2 		$24.2M Sell
28,700
-150
-0.5% -$122K 15.77% 2
2016
Q1 		$23.2M Sell
28,850
-850
-3% -$636K 14.18% 2
2015
Q4 		$21.6M Sell
29,700
-700
-2% -$536K 12.89% 2
2015
Q3 		$22.7M Sell
30,400
-700
-2% -$504K 14.04% 2
2015
Q2 		$20.4M Buy
31,100
+300
+1% +$199K 12.18% 2
2015
Q1 		$21.1M Buy
30,800
+300
+1% +$198K 12.04% 2
2014
Q4 		$19.2M Sell
30,500
-400
-1% -$254K 11.16% 2
2014
Q3 		$19.5M Buy
30,900
+25
+0.1% +$15.6K 11.62% 2
2014
Q2 		$18.8M Buy
30,875
+353
+1% +$210K 10.61% 2
2014
Q1 		$18.3M Buy
30,522
+2,322
+8% +$1.35M 11.56% 2
2013
Q4 		$17M Buy
28,200
+200
+0.7% +$118K 11% 2
2013
Q3 		$15.9M Buy
28,000
+1,000
+4% +$581K 11.58% 2
2013
Q2 		$15.5M Buy
+27,000
New +$15.8M 12% 2

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Elkhorn Partners's WTM Position: Q1 2026 in Review

Elkhorn Partners reduced its White Mountains Insurance (WTM) stake by 6.6% in Q1 2026, selling an estimated $1.92M and leaving 12,700 shares worth $27.9M. The position accounts for 17.76% of the portfolio, ranked #3.

Elkhorn Partners first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.3M in Q4 2024. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Elkhorn Partners held 12,700 shares of White Mountains Insurance worth $27.9M as of Q1 2026.
  • Elkhorn Partners sold 898 White Mountains Insurance shares in Q1 2026, an estimated $1.92M.
  • White Mountains Insurance made up 17.76% of Elkhorn Partners's portfolio in Q1 2026, its #3 holding.
  • Elkhorn Partners first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
  • Elkhorn Partners's White Mountains Insurance position peaked at $29.3M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Elkhorn Partners's 13F filing for Q1 2026, filed 14 May 2026.