Equity Investment Corp’s White Mountains Insurance WTM Stock Holding History

Equity Investment Corp’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	$205K	Hold	99	–	–	﹤0.01%	72
2026 Q1	$217K	Sell	99 -14	-12%	-$30K	﹤0.01%	68
2025 Q4	$235K	Buy	+113	New	+$221K	﹤0.01%	67
2025 Q1	–	Sell	-103	Closed	-$200K	–	68
2024 Q4	$200K	Buy	+103	New	+$195K	﹤0.01%	62
2024 Q3	–	Sell	-125	Closed	-$227K	–	69
2024 Q2	$227K	Buy	125 +3	+2%	+$5.31K	0.01%	58
2024 Q1	$219K	Buy	+122	New	+$205K	0.01%	57
2023 Q2	–	Sell	-159	Closed	-$219K	–	63
2023 Q1	$219K	Buy	+159	New	+$228K	0.01%	53
2020 Q1	–	Sell	-182	Closed	-$203K	–	60
2019 Q4	$203K	Buy	+182	New	+$199K	0.01%	50

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Equity Investment Corp's WTM Position: Q2 2026 in Review

Equity Investment Corp held its White Mountains Insurance (WTM) position steady in Q2 2026 at 99 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #72.

Equity Investment Corp first reported a position in WTM in Q4 2019 and has held it in 8 quarters since. The position peaked at $235K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Equity Investment Corp held 99 shares of White Mountains Insurance worth $205K as of Q2 2026.
Equity Investment Corp left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up ﹤0.01% of Equity Investment Corp's portfolio in Q2 2026, its #72 holding.
Equity Investment Corp first reported a position in White Mountains Insurance in Q4 2019 and has held it in 8 quarters since.
Equity Investment Corp's White Mountains Insurance position peaked at $235K in Q4 2025.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Equity Investment Corp's 13F filing for Q2 2026, filed 7 Aug 2026.