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Harbor Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Harbor Capital 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
Q2 		$2.24M Buy
1,079
+41
+4% +$87.7K 0.15% 188
2026
Q1 		$2.28M Buy
1,038
+174
+20% +$373K 0.18% 153
2025
Q4 		$1.79M Buy
864
+12
+1% +$23.5K 0.14% 197
2025
Q3 		$1.42M Sell
852
-2,124
-71% -$3.79M 0.11% 251
2025
Q2 		$5.34M Sell
2,976
-82
-3% -$146K 0.22% 149
2025
Q1 		$5.89M Buy
3,058
+627
+26% +$1.18M 0.27% 128
2024
Q4 		$4.73M Buy
2,431
+41
+2% +$77.5K 0.21% 149
2024
Q3 		$4.05M Buy
2,390
+1,198
+101% +$2.09M 0.18% 168
2024
Q2 		$2.17M Buy
1,192
+880
+282% +$1.56M 0.17% 177
2024
Q1 		$560K Buy
+312
New +$523K 0.07% 362
2023
Q3 		– Sell
-65
Closed -$90.3K – 656
2023
Q2 		$90.3K Buy
+65
New +$91.5K 0.02% 443

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

Harbor Capital Advisors's WTM Position: Q2 2026 in Review

Harbor Capital Advisors increased its White Mountains Insurance (WTM) stake by 3.9% in Q2 2026, buying an estimated $87.7K and bringing the position to 1,079 shares worth $2.24M. The position accounts for 0.15% of the portfolio, ranked #188.

Harbor Capital Advisors first reported a position in WTM in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.89M in Q1 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Harbor Capital Advisors held 1,079 shares of White Mountains Insurance worth $2.24M as of Q2 2026.
  • Harbor Capital Advisors bought 41 White Mountains Insurance shares in Q2 2026, an estimated $87.7K.
  • White Mountains Insurance made up 0.15% of Harbor Capital Advisors's portfolio in Q2 2026, its #188 holding.
  • Harbor Capital Advisors first reported a position in White Mountains Insurance in Q2 2023 and has held it in 11 quarters since.
  • Harbor Capital Advisors's White Mountains Insurance position peaked at $5.89M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.