Highlander Partners’s White Mountains Insurance WTM Stock Holding History

Highlander Partners’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	–	Sell	-280	Closed	-$582K	–	66
2025 Q4	$582K	Hold	280	–	–	0.21%	27
2025 Q3	$468K	Hold	280	–	–	0.16%	29
2025 Q2	$503K	Hold	280	–	–	0.19%	28
2025 Q1	$539K	Hold	280	–	–	0.33%	22
2024 Q4	$545K	Hold	280	–	–	0.31%	18
2024 Q3	$475K	Hold	280	–	–	0.28%	20
2024 Q2	$509K	Hold	280	–	–	0.34%	20
2024 Q1	$502K	Hold	280	–	–	0.35%	20
2023 Q4	$421K	Hold	280	–	–	0.34%	23
2023 Q3	$419K	Hold	280	–	–	0.41%	23
2023 Q2	$389K	Buy	280 +10	+4%	+$14.1K	0.44%	22
2023 Q1	$372K	Hold	270	–	–	0.5%	19
2022 Q4	$382K	Hold	270	–	–	0.52%	18
2022 Q3	$352K	Hold	270	–	–	0.52%	19
2022 Q2	$336K	Hold	270	–	–	0.44%	20
2022 Q1	$307K	Hold	270	–	–	0.39%	21
2021 Q4	$274K	Buy	+270	New	+$285K	0.33%	24

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

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

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Highlander Partners's WTM Position: Q1 2026 in Review

Highlander Partners sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 280 shares — an estimated $582K sold.

Highlander Partners first reported a position in WTM in Q4 2021 and held it in 17 quarters. The position peaked at $582K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Highlander Partners reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
Highlander Partners sold 280 White Mountains Insurance shares in Q1 2026, an estimated $582K.
Highlander Partners first reported a position in White Mountains Insurance in Q4 2021 and held it in 17 quarters.
Highlander Partners's White Mountains Insurance position peaked at $582K in Q4 2025.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Highlander Partners's 13F filing for Q1 2026, filed 14 Apr 2026.