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Empowered Funds’s White Mountains Insurance WTM Stock Holding History

Empowered Funds’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 		$214K Sell
103
-1,181
-92% -$2.53M ﹤0.01% 1992
2026
Q1 		$2.82M Buy
+1,284
New +$2.75M 0.02% 912

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

Empowered Funds's WTM Position: Q2 2026 in Review

Empowered Funds reduced its White Mountains Insurance (WTM) stake by 92% in Q2 2026, selling an estimated $2.53M and leaving 103 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Empowered Funds first reported a position in WTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.82M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Empowered Funds held 103 shares of White Mountains Insurance worth $214K as of Q2 2026.
  • Empowered Funds sold 1,181 White Mountains Insurance shares in Q2 2026, an estimated $2.53M.
  • White Mountains Insurance made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1992 holding.
  • Empowered Funds first reported a position in White Mountains Insurance in Q1 2026 and has held it in 2 quarters since.
  • Empowered Funds's White Mountains Insurance position peaked at $2.82M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.