Geode Capital Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $102M | Buy |
49,412
+7,293
| +17% | +$15.6M | 0.01% | 1186 |
|
|
2026
Q1 | $92.6M | Buy |
42,119
+601
| +1% | +$1.29M | 0.01% | 1137 |
|
|
2025
Q4 | $86.3M | Sell |
41,518
-572
| -1% | -$1.12M | 0.01% | 1180 |
|
|
2025
Q3 | $70.4M | Sell |
42,090
-439
| -1% | -$783K | ﹤0.01% | 1271 |
|
|
2025
Q2 | $76.4M | Buy |
42,529
+343
| +0.8% | +$610K | 0.01% | 1186 |
|
|
2025
Q1 | $81.3M | Buy |
42,186
+2,451
| +6% | +$4.61M | 0.01% | 1095 |
|
|
2024
Q4 | $77.3M | Sell |
39,735
-109
| -0.3% | -$206K | 0.01% | 1155 |
|
|
2024
Q3 | $67.6M | Buy |
39,844
+273
| +0.7% | +$476K | 0.01% | 1246 |
|
|
2024
Q2 | $71.9M | Buy |
39,571
+672
| +2% | +$1.19M | 0.01% | 1123 |
|
|
2024
Q1 | $69.8M | Buy |
38,899
+1,174
| +3% | +$1.97M | 0.01% | 1144 |
|
|
2023
Q4 | $56.8M | Buy |
37,725
+913
| +2% | +$1.36M | 0.01% | 1262 |
|
|
2023
Q3 | $55.1M | Buy |
36,812
+632
| +2% | +$970K | 0.01% | 1170 |
|
|
2023
Q2 | $50.3M | Buy |
36,180
+957
| +3% | +$1.35M | 0.01% | 1250 |
|
|
2023
Q1 | $48.5M | Buy |
35,223
+1,259
| +4% | +$1.81M | 0.01% | 1218 |
|
|
2022
Q4 | $48M | Sell |
33,964
-841
| -2% | -$1.14M | 0.01% | 1174 |
|
|
2022
Q3 | $45.4M | Sell |
34,805
-2,733
| -7% | -$3.54M | 0.01% | 1150 |
|
|
2022
Q2 | $46.8M | Sell |
37,538
-827
| -2% | -$961K | 0.01% | 1181 |
|
|
2022
Q1 | $43.6M | Buy |
38,365
+1,512
| +4% | +$1.58M | 0.01% | 1349 |
|
|
2021
Q4 | $37.4M | Buy |
36,853
+375
| +1% | +$396K | ﹤0.01% | 1519 |
|
|
2021
Q3 | $39M | Sell |
36,478
-648
| -2% | -$724K | 0.01% | 1475 |
|
|
2021
Q2 | $42.6M | Buy |
37,126
+871
| +2% | +$1.02M | 0.01% | 1443 |
|
|
2021
Q1 | $40.4M | Buy |
36,255
+641
| +2% | +$717K | 0.01% | 1397 |
|
|
2020
Q4 | $35.6M | Buy |
35,614
+2,743
| +8% | +$2.58M | 0.01% | 1348 |
|
|
2020
Q3 | $25.6M | Sell |
32,871
-1,278
| -4% | -$1.1M | 0.01% | 1341 |
|
|
2020
Q2 | $30.3M | Sell |
34,149
-509
| -1% | -$459K | 0.01% | 1195 |
|
|
2020
Q1 | $31.5M | Buy |
34,658
+17
| +0% | +$17.6K | 0.01% | 1011 |
|
|
2019
Q4 | $38.6M | Buy |
34,641
+1,251
| +4% | +$1.36M | 0.01% | 1110 |
|
|
2019
Q3 | $36.1M | Sell |
33,390
-642
| -2% | -$685K | 0.01% | 1079 |
|
|
2019
Q2 | $34.8M | Buy |
34,032
+605
| +2% | +$582K | 0.01% | 1100 |
|
|
2019
Q1 | $30.9M | Buy |
33,427
+2,378
| +8% | +$2.15M | 0.01% | 1119 |
|
|
2018
Q4 | $26.6M | Buy |
31,049
+3,055
| +11% | +$2.72M | 0.01% | 1080 |
|
|
2018
Q3 | $26.2M | Buy |
27,994
+1,093
| +4% | +$1.01M | 0.01% | 1211 |
|
|
2018
Q2 | $24.4M | Sell |
26,901
-5,993
| -18% | -$5.28M | 0.01% | 1219 |
|
|
2018
Q1 | $27.1M | Sell |
32,894
-100
| -0.3% | -$82.5K | 0.01% | 1052 |
|
|
2017
Q4 | $28.1M | Sell |
32,994
-1,140
| -3% | -$996K | 0.01% | 1018 |
|
|
2017
Q3 | $29.3M | Sell |
34,134
-3,038
| -8% | -$2.61M | 0.01% | 976 |
|
|
2017
Q2 | $32.3M | Buy |
37,172
+26
| +0.1% | +$22.6K | 0.01% | 877 |
|
|
2017
Q1 | $32.7M | Buy |
37,146
+3,122
| +9% | +$2.8M | 0.01% | 841 |
|
|
2016
Q4 | $28.4M | Sell |
34,024
-371
| -1% | -$311K | 0.01% | 852 |
|
|
2016
Q3 | $28.5M | Buy |
34,395
+1,326
| +4% | +$1.09M | 0.01% | 784 |
|
|
2016
Q2 | $27.8M | Sell |
33,069
-2,861
| -8% | -$2.33M | 0.02% | 757 |
|
|
2016
Q1 | $28.8M | Buy |
35,930
+1,137
| +3% | +$851K | 0.02% | 733 |
|
|
2015
Q4 | $25.3M | Sell |
34,793
-1,084
| -3% | -$830K | 0.01% | 770 |
|
|
2015
Q3 | $26.8M | Buy |
35,877
+783
| +2% | +$563K | 0.02% | 732 |
|
|
2015
Q2 | $23M | Buy |
35,094
+1,211
| +4% | +$803K | 0.01% | 855 |
|
|
2015
Q1 | $23.2M | Buy |
33,883
+2,289
| +7% | +$1.51M | 0.01% | 838 |
|
|
2014
Q4 | $19.9M | Buy |
31,594
+1,358
| +4% | +$864K | 0.01% | 873 |
|
|
2014
Q3 | $19.1M | Buy |
30,236
+126
| +0.4% | +$78.6K | 0.01% | 852 |
|
|
2014
Q2 | $18.3M | Sell |
30,110
-134
| -0.4% | -$79.8K | 0.01% | 905 |
|
|
2014
Q1 | $18.1M | Buy |
30,244
+1,697
| +6% | +$990K | 0.01% | 879 |
|
|
2013
Q4 | $17.2M | Buy |
28,547
+5,134
| +22% | +$3.03M | 0.01% | 862 |
|
|
2013
Q3 | $13.3M | Buy |
23,413
+1,008
| +4% | +$585K | 0.01% | 895 |
|
|
2013
Q2 | $12.9M | Buy |
+22,405
| New | +$13.1M | 0.01% | 822 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Geode Capital Management's WTM Position: Q2 2026 in Review
Geode Capital Management increased its White Mountains Insurance (WTM) stake by 17% in Q2 2026, buying an estimated $15.6M and bringing the position to 49,412 shares worth $102M. The position accounts for 0.01% of the portfolio, ranked #1186.
Geode Capital Management first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Geode Capital Management held 49,412 shares of White Mountains Insurance worth $102M as of Q2 2026.
- Geode Capital Management bought 7,293 White Mountains Insurance shares in Q2 2026, an estimated $15.6M.
- White Mountains Insurance made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #1186 holding.
- Geode Capital Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.