FMI
WTM icon

Fiduciary Management Inc’s White Mountains Insurance WTM Stock Holding History

Fiduciary Management 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 		$138M Sell
66,550
-18,516
-22% -$39.6M 1.96% 22
2026
Q1 		$187M Sell
85,066
-5,267
-6% -$11.3M 2.32% 9
2025
Q4 		$188M Sell
90,333
-4,050
-4% -$7.92M 2.06% 13
2025
Q3 		$158M Buy
94,383
+22,905
+32% +$40.9M 1.6% 31
2025
Q2 		$128M Sell
71,478
-317
-0.4% -$564K 1.23% 42
2025
Q1 		$138M Buy
71,795
+22,681
+46% +$42.7M 1.34% 37
2024
Q4 		$95.5M Sell
49,114
-206
-0.4% -$389K 0.89% 53
2024
Q3 		$83.7M Sell
49,320
-36
-0.1% -$62.8K 0.73% 58
2024
Q2 		$89.7M Buy
49,356
+10,361
+27% +$18.3M 0.83% 55
2024
Q1 		$70M Buy
38,995
+1,017
+3% +$1.7M 0.62% 59
2023
Q4 		$57.2M Buy
37,978
+1,123
+3% +$1.67M 0.53% 59
2023
Q3 		$55.1M Buy
36,855
+359
+1% +$551K 0.56% 61
2023
Q2 		$50.7M Buy
36,496
+2,072
+6% +$2.92M 0.51% 56
2023
Q1 		$47.4M Sell
34,424
-773
-2% -$1.11M 0.48% 56
2022
Q4 		$49.8M Sell
35,197
-768
-2% -$1.04M 0.5% 55
2022
Q3 		$46.9M Sell
35,965
-302
-0.8% -$391K 0.49% 56
2022
Q2 		$45.2M Buy
36,267
+375
+1% +$436K 0.43% 60
2022
Q1 		$40.8M Buy
35,892
+460
+1% +$482K 0.33% 64
2021
Q4 		$35.9M Sell
35,432
-611
-2% -$645K 0.26% 66
2021
Q3 		$38.6M Buy
36,043
+795
+2% +$888K 0.29% 65
2021
Q2 		$40.5M Sell
35,248
-974
-3% -$1.14M 0.3% 64
2021
Q1 		$40.4M Sell
36,222
-4,896
-12% -$5.48M 0.3% 63
2020
Q4 		$41.1M Sell
41,118
-22,313
-35% -$21M 0.31% 63
2020
Q3 		$49.4M Sell
63,431
-39,380
-38% -$34M 0.41% 52
2020
Q2 		$91.3M Sell
102,811
-9,084
-8% -$8.19M 0.77% 36
2020
Q1 		$102M Sell
111,895
-2,986
-3% -$3.09M 0.89% 33
2019
Q4 		$128M Sell
114,881
-491
-0.4% -$536K 0.79% 36
2019
Q3 		$125M Sell
115,372
-3,745
-3% -$3.99M 0.81% 37
2019
Q2 		$122M Sell
119,117
-273
-0.2% -$263K 0.78% 40
2019
Q1 		$110M Sell
119,390
-1,413
-1% -$1.28M 0.72% 39
2018
Q4 		$104M Buy
120,803
+9,888
+9% +$8.81M 0.74% 37
2018
Q3 		$104M Buy
110,915
+1,021
+0.9% +$946K 0.65% 40
2018
Q2 		$99.6M Sell
109,894
-8,022
-7% -$7.07M 0.64% 37
2018
Q1 		$97M Buy
117,916
+3,517
+3% +$2.9M 0.59% 39
2017
Q4 		$97.4M Buy
114,399
+25,712
+29% +$22.5M 0.6% 38
2017
Q3 		$76M Buy
88,687
+17,239
+24% +$14.8M 0.45% 48
2017
Q2 		$62.1M Buy
71,448
+20,835
+41% +$18.1M 0.37% 52
2017
Q1 		$44.5M Buy
+50,613
New +$45.3M 0.26% 60

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
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fiduciary Management Inc's WTM Position: Q2 2026 in Review

Fiduciary Management Inc reduced its White Mountains Insurance (WTM) stake by 22% in Q2 2026, selling an estimated $39.6M and leaving 66,550 shares worth $138M. The position accounts for 1.96% of the portfolio, ranked #22.

Fiduciary Management Inc first reported a position in WTM in Q1 2017 and has held it in 38 quarters since. The position peaked at $188M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Fiduciary Management Inc held 66,550 shares of White Mountains Insurance worth $138M as of Q2 2026.
  • Fiduciary Management Inc sold 18,516 White Mountains Insurance shares in Q2 2026, an estimated $39.6M.
  • White Mountains Insurance made up 1.96% of Fiduciary Management Inc's portfolio in Q2 2026, its #22 holding.
  • Fiduciary Management Inc first reported a position in White Mountains Insurance in Q1 2017 and has held it in 38 quarters since.
  • Fiduciary Management Inc's White Mountains Insurance position peaked at $188M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.