First Trust Advisors’s White Mountains Insurance WTM Stock Holding History

First Trust Advisors’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	$6.72M	Sell	3,058 -1,497	-33%	-$3.21M	﹤0.01%	1292
2025 Q4	$9.47M	Buy	+4,555	New	+$8.91M	0.01%	1124
2025 Q3	–	Sell	-5,672	Closed	-$10.2M	–	2759
2025 Q2	$10.2M	Sell	5,672 -17,255	-75%	-$30.7M	0.01%	1080
2025 Q1	$44.2M	Buy	22,927 +2,709	+13%	+$5.1M	0.04%	590
2024 Q4	$39.3M	Buy	20,218 +9,308	+85%	+$17.6M	0.03%	630
2024 Q3	$18.5M	Sell	10,910 -720	-6%	-$1.26M	0.02%	847
2024 Q2	$21.1M	Buy	11,630 +4,157	+56%	+$7.35M	0.02%	769
2024 Q1	$13.4M	Buy	7,473 +2,849	+62%	+$4.78M	0.01%	927
2023 Q4	$6.96M	Buy	4,624 +3,757	+433%	+$5.58M	0.01%	1131
2023 Q3	$1.3M	Buy	+867	New	+$1.33M	﹤0.01%	1865
2023 Q2	–	Sell	-3,189	Closed	-$4.39M	–	2460
2023 Q1	$4.39M	Buy	3,189 +757	+31%	+$1.09M	0.01%	1296
2022 Q4	$3.44M	Buy	2,432 +2,009	+475%	+$2.72M	﹤0.01%	1423
2022 Q3	$551K	Sell	423 -3,982	-90%	-$5.15M	﹤0.01%	2171
2022 Q2	$5.49M	Sell	4,405 -9,203	-68%	-$10.7M	0.01%	1185
2022 Q1	$15.5M	Sell	13,608 -13,496	-50%	-$14.1M	0.02%	902
2021 Q4	$27.5M	Buy	27,104 +1,068	+4%	+$1.13M	0.03%	705
2021 Q3	$27.8M	Buy	26,036 +712	+3%	+$795K	0.03%	653
2021 Q2	$29.1M	Buy	25,324 +6,545	+35%	+$7.64M	0.03%	625
2021 Q1	$20.9M	Buy	18,779 +9,613	+105%	+$10.8M	0.03%	696
2020 Q4	$9.17M	Buy	+9,166	New	+$8.62M	0.01%	864
2020 Q3	–	Sell	-14,681	Closed	-$13M	–	2496
2020 Q2	$13M	Buy	14,681 +4,957	+51%	+$4.47M	0.02%	651
2020 Q1	$8.85M	Sell	9,724 -8,541	-47%	-$8.84M	0.02%	683
2019 Q4	$20.4M	Sell	18,265 -1,974	-10%	-$2.15M	0.03%	609
2019 Q3	$21.9M	Buy	20,239 +19,777	+4,281%	+$21.1M	0.04%	550
2019 Q2	$472K	Buy	+462	New	+$444K	﹤0.01%	2148
2019 Q1	–	Sell	-1,543	Closed	-$1.32M	–	2460
2018 Q4	$1.32M	Buy	+1,543	New	+$1.38M	﹤0.01%	1712
2018 Q3	–	Sell	-1,019	Closed	-$924K	–	2544
2018 Q2	$924K	Buy	+1,019	New	+$898K	﹤0.01%	1969
2018 Q1	–	Sell	-756	Closed	-$644K	–	2398
2017 Q4	$644K	Buy	+756	New	+$661K	﹤0.01%	2011
2017 Q2	–	Sell	-15,979	Closed	-$14.1M	–	2453
2017 Q1	$14.1M	Buy	15,979 +14,536	+1,007%	+$13M	0.04%	643
2016 Q4	$1.21M	Sell	1,443 -1,581	-52%	-$1.33M	﹤0.01%	1742
2016 Q3	$2.51M	Sell	3,024 -7,726	-72%	-$6.37M	0.01%	1217
2016 Q2	$9.05M	Buy	10,750 +679	+7%	+$554K	0.03%	738
2016 Q1	$8.08M	Buy	+10,071	New	+$7.53M	0.03%	765
2015 Q1	–	Sell	-16,449	Closed	-$10.4M	–	2317
2014 Q4	$10.4M	Buy	16,449 +4,351	+36%	+$2.77M	0.04%	687
2014 Q3	$7.62M	Buy	12,098 +1,292	+12%	+$806K	0.03%	817
2014 Q2	$6.58M	Buy	10,806 +1,737	+19%	+$1.03M	0.03%	851
2014 Q1	$5.44M	Buy	9,069 +1,081	+14%	+$631K	0.02%	933
2013 Q4	$4.82M	Buy	7,988 +2,120	+36%	+$1.25M	0.02%	970
2013 Q3	$3.33M	Buy	5,868 +1,189	+25%	+$690K	0.02%	1048
2013 Q2	$2.69M	Buy	+4,679	New	+$2.73M	0.02%	1060

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 Trust Advisors's WTM Position: Q1 2026 in Review

First Trust Advisors reduced its White Mountains Insurance (WTM) stake by 33% in Q1 2026, selling an estimated $3.21M and leaving 3,058 shares worth $6.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

First Trust Advisors first reported a position in WTM in Q2 2013 and has held it in 40 quarters since. The position peaked at $44.2M in Q1 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

First Trust Advisors held 3,058 shares of White Mountains Insurance worth $6.72M as of Q1 2026.
First Trust Advisors sold 1,497 White Mountains Insurance shares in Q1 2026, an estimated $3.21M.
White Mountains Insurance made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1292 holding.
First Trust Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 40 quarters since.
First Trust Advisors's White Mountains Insurance position peaked at $44.2M in Q1 2025.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.