First Manhattan’s White Mountains Insurance WTM Stock Holding History

First Manhattan’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	$253K	Buy	115 +15	+15%	+$32.1K	﹤0.01%	687
2025 Q4	$208K	Buy	+100	New	+$196K	﹤0.01%	700
2025 Q3	–	Sell	-401	Closed	-$720K	–	743
2025 Q2	$720K	Sell	401 -714	-64%	-$1.27M	﹤0.01%	471
2025 Q1	$2.15M	Hold	1,115	–	–	0.01%	296
2024 Q4	$4.05M	Buy	+1,115	New	+$2.11M	0.01%	235
2024 Q2	–	Sell	-46	Closed	-$82.5K	–	1348
2024 Q1	$82.5K	Sell	46 -10	-18%	-$16.8K	﹤0.01%	794
2023 Q4	$84.3K	Hold	56	–	–	﹤0.01%	784
2023 Q3	$83.8K	Hold	56	–	–	﹤0.01%	791
2023 Q2	$77.8K	Sell	56 -100	-64%	-$141K	﹤0.01%	814
2023 Q1	$215K	Hold	156	–	–	﹤0.01%	667
2022 Q4	$221K	Hold	156	–	–	﹤0.01%	678
2022 Q3	$203K	Hold	156	–	–	﹤0.01%	689
2022 Q2	$194K	Hold	156	–	–	﹤0.01%	724
2022 Q1	$177K	Hold	156	–	–	﹤0.01%	778
2021 Q4	$158K	Hold	156	–	–	﹤0.01%	792
2021 Q3	$166K	Sell	156 -4	-3%	-$4.47K	﹤0.01%	771
2021 Q2	$183K	Buy	160 +4	+3%	+$4.67K	﹤0.01%	753
2021 Q1	$173K	Hold	156	–	–	﹤0.01%	731
2020 Q4	$156K	Hold	156	–	–	﹤0.01%	709
2020 Q3	$121K	Sell	156 -700	-82%	-$605K	﹤0.01%	745
2020 Q2	$760K	Hold	856	–	–	﹤0.01%	423
2020 Q1	$778K	Hold	856	–	–	0.01%	413
2019 Q4	$954K	Hold	856	–	–	﹤0.01%	420
2019 Q3	$924K	Sell	856 -700	-45%	-$747K	0.01%	423
2019 Q2	$1.59M	Hold	1,556	–	–	0.01%	362
2019 Q1	$1.44M	Hold	1,556	–	–	0.01%	383
2018 Q4	$1.33M	Sell	1,556 -42	-3%	-$37.4K	0.01%	393
2018 Q3	$1.5M	Sell	1,598 -241	-13%	-$223K	0.01%	406
2018 Q2	$1.67M	Hold	1,839	–	–	0.01%	386
2018 Q1	$1.51M	Hold	1,839	–	–	0.01%	385
2017 Q4	$1.56M	Hold	1,839	–	–	0.01%	392
2017 Q3	$1.58M	Sell	1,839 -479	-21%	-$412K	0.01%	380
2017 Q2	$2.01M	Hold	2,318	–	–	0.01%	355
2017 Q1	$2.04M	Hold	2,318	–	–	0.01%	352
2016 Q4	$1.94M	Hold	2,318	–	–	0.01%	341
2016 Q3	$1.92M	Hold	2,318	–	–	0.01%	340
2016 Q2	$1.95M	Hold	2,318	–	–	0.01%	348
2016 Q1	$1.86M	Hold	2,318	–	–	0.01%	343
2015 Q4	$1.68M	Hold	2,318	–	–	0.01%	365
2015 Q3	$1.73M	Hold	2,318	–	–	0.01%	352
2015 Q2	$1.52M	Hold	2,318	–	–	0.01%	377
2015 Q1	$1.59M	Hold	2,318	–	–	0.01%	367
2014 Q4	$1.46M	Hold	2,318	–	–	0.01%	381
2014 Q3	$1.46M	Hold	2,318	–	–	0.01%	373
2014 Q2	$1.41M	Hold	2,318	–	–	0.01%	374
2014 Q1	$1.39M	Hold	2,318	–	–	0.01%	373
2013 Q4	$1.4M	Sell	2,318 -200	-8%	-$118K	0.01%	376
2013 Q3	$1.43M	Hold	2,518	–	–	0.01%	365
2013 Q2	$1.51M	Buy	+2,518	New	+$1.47M	0.01%	355

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

First Manhattan's WTM Position: Q1 2026 in Review

First Manhattan increased its White Mountains Insurance (WTM) stake by 15% in Q1 2026, buying an estimated $32.1K and bringing the position to 115 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

First Manhattan first reported a position in WTM in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.05M in Q4 2024. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

First Manhattan held 115 shares of White Mountains Insurance worth $253K as of Q1 2026.
First Manhattan bought 15 White Mountains Insurance shares in Q1 2026, an estimated $32.1K.
White Mountains Insurance made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #687 holding.
First Manhattan first reported a position in White Mountains Insurance in Q2 2013 and has held it in 49 quarters since.
First Manhattan's White Mountains Insurance position peaked at $4.05M in Q4 2024.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.