Franklin Resources
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Franklin Resources’s White Mountains Insurance WTM Stock Holding History

Franklin Resources’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 		$10.5M Buy
4,798
+4,398
+1,100% +$9.42M ﹤0.01% 1214
2025
Q4 		$831K Buy
400
+4
+1% +$7.82K ﹤0.01% 2178
2025
Q3 		$662K Sell
396
-38
-9% -$67.8K ﹤0.01% 2308
2025
Q2 		$779K Sell
434
-31
-7% -$55.1K ﹤0.01% 2108
2025
Q1 		$896K Buy
465
+44
+10% +$82.8K ﹤0.01% 2012
2024
Q4 		$819K Buy
421
+67
+19% +$127K ﹤0.01% 2068
2024
Q3 		$654K Buy
354
+53
+18% +$92.4K ﹤0.01% 2165
2024
Q2 		$547K Buy
301
+110
+58% +$195K ﹤0.01% 2187
2024
Q1 		$343K Buy
+191
New +$320K ﹤0.01% 2413
2023
Q4 		– Sell
-1,886
Closed -$2.82M – 2735
2023
Q3 		$2.82M Sell
1,886
-2,257
-54% -$3.47M ﹤0.01% 1266
2023
Q2 		$5.75M Buy
+4,143
New +$5.83M ﹤0.01% 1064
2021
Q4 		– Sell
-2,270
Closed -$2.43M – 2561
2021
Q3 		$2.43M Buy
+2,270
New +$2.54M ﹤0.01% 1399
2019
Q2 		– Sell
-250
Closed -$231K – 1581
2019
Q1 		$231K Hold
250
– – ﹤0.01% 1437
2018
Q4 		$214K Hold
250
– – ﹤0.01% 1444
2018
Q3 		$234K Hold
250
– – ﹤0.01% 1476
2018
Q2 		$227K Hold
250
– – ﹤0.01% 1430
2018
Q1 		$206K Sell
250
-10
-4% -$8.26K ﹤0.01% 1473
2017
Q4 		$221K Sell
260
-79,381
-100% -$69.4M ﹤0.01% 1473
2017
Q3 		$68.3M Sell
79,641
-630,504
-89% -$542M 0.03% 455
2017
Q2 		$617M Sell
710,145
-75
-0% -$65.1K 0.31% 91
2017
Q1 		$625M Sell
710,220
-10,450
-1% -$9.36M 0.32% 87
2016
Q4 		$603M Sell
720,670
-8,157
-1% -$6.84M 0.31% 93
2016
Q3 		$605M Sell
728,827
-305,007
-30% -$251M 0.32% 90
2016
Q2 		$870M Sell
1,033,834
-335,505
-25% -$274M 0.47% 49
2016
Q1 		$1.1B Sell
1,369,339
-2,064
-0.2% -$1.54M 0.58% 30
2015
Q4 		$997M Sell
1,371,403
-2,701
-0.2% -$2.07M 0.5% 40
2015
Q3 		$1.03B Sell
1,374,104
-29,954
-2% -$21.6M 0.51% 40
2015
Q2 		$920M Sell
1,404,058
-20,096
-1% -$13.3M 0.42% 57
2015
Q1 		$975M Sell
1,424,154
-3,486
-0.2% -$2.3M 0.44% 52
2014
Q4 		$900M Hold
1,427,640
– – 0.41% 58
2014
Q3 		$900M Sell
1,427,640
-9,814
-0.7% -$6.12M 0.41% 60
2014
Q2 		$875M Sell
1,437,454
-210
-0% -$125K 0.39% 64
2014
Q1 		$862M Hold
1,437,664
– – 0.41% 61
2013
Q4 		$867M Sell
1,437,664
-574
-0% -$338K 0.42% 53
2013
Q3 		$816M Sell
1,438,238
-816
-0.1% -$474K 0.43% 52
2013
Q2 		$827M Buy
+1,439,054
New +$840M 0.47% 47

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
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

Franklin Resources's WTM Position: Q1 2026 in Review

Franklin Resources increased its White Mountains Insurance (WTM) stake by 1,100% in Q1 2026, buying an estimated $9.42M and bringing the position to 4,798 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Franklin Resources first reported a position in WTM in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.1B in Q1 2016. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Franklin Resources held 4,798 shares of White Mountains Insurance worth $10.5M as of Q1 2026.
  • Franklin Resources bought 4,398 White Mountains Insurance shares in Q1 2026, an estimated $9.42M.
  • White Mountains Insurance made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #1214 holding.
  • Franklin Resources first reported a position in White Mountains Insurance in Q2 2013 and has held it in 36 quarters since.
  • Franklin Resources's White Mountains Insurance position peaked at $1.1B in Q1 2016.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.