EI
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Ethic Inc’s White Mountains Insurance WTM Stock Holding History

Ethic Inc’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 		$1.78M Buy
860
+60
+8% +$128K 0.02% 543
2026
Q1 		$1.76M Buy
800
+128
+19% +$274K 0.03% 496
2025
Q4 		$1.4M Sell
672
-71
-10% -$139K 0.02% 549
2025
Q3 		$1.24M Sell
743
-37
-5% -$66K 0.02% 566
2025
Q2 		$1.39M Buy
780
+189
+32% +$336K 0.02% 523
2025
Q1 		$1.12M Buy
591
+52
+10% +$97.9K 0.02% 571
2024
Q4 		$1.05M Buy
539
+35
+7% +$66.1K 0.02% 588
2024
Q3 		$904K Sell
504
-63
-11% -$110K 0.02% 596
2024
Q2 		$1.03M Buy
567
+63
+13% +$111K 0.02% 553
2024
Q1 		$904K Buy
504
+40
+9% +$67K 0.02% 596
2023
Q4 		$698K Sell
464
-16
-3% -$23.8K 0.02% 641
2023
Q3 		$718K Buy
480
+131
+38% +$201K 0.03% 570
2023
Q2 		$485K Sell
349
-54
-13% -$76K 0.02% 659
2023
Q1 		$555K Buy
403
+6
+2% +$8.61K 0.02% 621
2022
Q4 		$561K Buy
397
+214
+117% +$290K 0.03% 542
2022
Q3 		$238K Buy
+183
New +$237K 0.02% 707

Other funds holding WTM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Ethic Inc's WTM Position: Q2 2026 in Review

Ethic Inc increased its White Mountains Insurance (WTM) stake by 7.5% in Q2 2026, buying an estimated $128K and bringing the position to 860 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #543.

Ethic Inc first reported a position in WTM in Q3 2022 and has held it in 16 quarters since. 87 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Ethic Inc held 860 shares of White Mountains Insurance worth $1.78M as of Q2 2026.
  • Ethic Inc bought 60 White Mountains Insurance shares in Q2 2026, an estimated $128K.
  • White Mountains Insurance made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #543 holding.
  • Ethic Inc first reported a position in White Mountains Insurance in Q3 2022 and has held it in 16 quarters since.
  • 87 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.