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GW&K Investment Management’s White Mountains Insurance WTM Stock Holding History

GW&K Investment Management’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 		$16.3M Sell
7,839
-87
-1% -$186K 0.13% 237
2026
Q1 		$17.4M Sell
7,926
-695
-8% -$1.49M 0.15% 216
2025
Q4 		$17.9M Buy
8,621
+611
+8% +$1.19M 0.15% 222
2025
Q3 		$13.4M Sell
8,010
-262
-3% -$468K 0.12% 241
2025
Q2 		$14.9M Sell
8,272
-195
-2% -$347K 0.13% 230
2025
Q1 		$16.3M Buy
8,467
+56
+0.7% +$105K 0.15% 225
2024
Q4 		$16.4M Buy
8,411
+865
+11% +$1.63M 0.14% 233
2024
Q3 		$12.8M Buy
7,546
+114
+2% +$199K 0.11% 243
2024
Q2 		$13.5M Buy
7,432
+524
+8% +$927K 0.12% 229
2024
Q1 		$12.4M Sell
6,908
-119
-2% -$199K 0.11% 241
2023
Q4 		$10.6M Sell
7,027
-339
-5% -$504K 0.1% 240
2023
Q3 		$11M Buy
7,366
+1,342
+22% +$2.06M 0.11% 232
2023
Q2 		$8.37M Buy
6,024
+218
+4% +$307K 0.08% 242
2023
Q1 		$8M Buy
5,806
+736
+15% +$1.06M 0.08% 234
2022
Q4 		$7.17M Buy
5,070
+2,588
+104% +$3.51M 0.07% 238
2022
Q3 		$3.23M Buy
+2,482
New +$3.21M 0.04% 267

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

GW&K Investment Management's WTM Position: Q2 2026 in Review

GW&K Investment Management reduced its White Mountains Insurance (WTM) stake by 1.1% in Q2 2026, selling an estimated $186K and leaving 7,839 shares worth $16.3M. The position accounts for 0.13% of the portfolio, ranked #237.

GW&K Investment Management first reported a position in WTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.9M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • GW&K Investment Management held 7,839 shares of White Mountains Insurance worth $16.3M as of Q2 2026.
  • GW&K Investment Management sold 87 White Mountains Insurance shares in Q2 2026, an estimated $186K.
  • White Mountains Insurance made up 0.13% of GW&K Investment Management's portfolio in Q2 2026, its #237 holding.
  • GW&K Investment Management first reported a position in White Mountains Insurance in Q3 2022 and has held it in 16 quarters since.
  • GW&K Investment Management's White Mountains Insurance position peaked at $17.9M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.