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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
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 $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

Harbor Capital Advisors's WTM Position: Q1 2026 in Review

Harbor Capital Advisors increased its White Mountains Insurance (WTM) stake by 20% in Q1 2026, buying an estimated $373K and bringing the position to 1,038 shares worth $2.28M. The position accounts for 0.18% of the portfolio, ranked #153.

Harbor Capital Advisors first reported a position in WTM in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.89M in Q1 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Harbor Capital Advisors held 1,038 shares of White Mountains Insurance worth $2.28M as of Q1 2026.
  • Harbor Capital Advisors bought 174 White Mountains Insurance shares in Q1 2026, an estimated $373K.
  • White Mountains Insurance made up 0.18% of Harbor Capital Advisors's portfolio in Q1 2026, its #153 holding.
  • Harbor Capital Advisors first reported a position in White Mountains Insurance in Q2 2023 and has held it in 10 quarters since.
  • Harbor Capital Advisors's White Mountains Insurance position peaked at $5.89M in Q1 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.