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Hengehold Capital Management’s White Mountains Insurance WTM Stock Holding History

Hengehold Capital 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 		$230K Sell
111
-13
-10% -$27.8K 0.02% 213
2026
Q1 		$272K Sell
124
-103
-45% -$221K 0.02% 180
2025
Q4 		$472K Sell
227
-167
-42% -$327K 0.04% 143
2025
Q3 		$659K Sell
394
-99
-20% -$177K 0.06% 122
2025
Q2 		$885K Buy
493
+59
+14% +$105K 0.08% 99
2025
Q1 		$836K Buy
434
+105
+32% +$198K 0.08% 97
2024
Q4 		$640K Buy
329
+98
+42% +$185K 0.06% 106
2024
Q3 		$392K Buy
231
+48
+26% +$83.7K 0.04% 135
2024
Q2 		$333K Buy
183
+12
+7% +$21.2K 0.03% 142
2024
Q1 		$307K Buy
171
+30
+21% +$50.3K 0.03% 149
2023
Q4 		$212K Buy
+141
New +$210K 0.03% 168

Other funds holding WTM

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

Hengehold Capital Management's WTM Position: Q2 2026 in Review

Hengehold Capital Management reduced its White Mountains Insurance (WTM) stake by 10% in Q2 2026, selling an estimated $27.8K and leaving 111 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #213.

Hengehold Capital Management first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $885K in Q2 2025. 179 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Hengehold Capital Management held 111 shares of White Mountains Insurance worth $230K as of Q2 2026.
  • Hengehold Capital Management sold 13 White Mountains Insurance shares in Q2 2026, an estimated $27.8K.
  • White Mountains Insurance made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #213 holding.
  • Hengehold Capital Management first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
  • Hengehold Capital Management's White Mountains Insurance position peaked at $885K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.