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Hillsdale Investment Management’s White Mountains Insurance WTM Stock Holding History

Hillsdale 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 		– Sell
-8
Closed -$17.6K – 772
2026
Q1 		$17.6K Buy
+8
New +$17.1K ﹤0.01% 618
2021
Q1 		– Sell
-4
Closed -$4K – 694
2020
Q4 		$4K Hold
4
– – ﹤0.01% 554
2020
Q3 		$3K Buy
4
+1
+33% +$865 ﹤0.01% 554
2020
Q2 		$3K Hold
3
– – ﹤0.01% 530
2020
Q1 		$3K Sell
3
-3
-50% -$3.1K ﹤0.01% 549
2019
Q4 		$7K Hold
6
– – ﹤0.01% 509
2019
Q3 		$6K Sell
6
-2
-25% -$2.13K ﹤0.01% 540
2019
Q2 		$8K Sell
8
-4
-33% -$3.85K ﹤0.01% 510
2019
Q1 		$11K Buy
12
+5
+71% +$4.53K ﹤0.01% 485
2018
Q4 		$6K Sell
7
-1
-13% -$891 ﹤0.01% 490
2018
Q3 		$7K Hold
8
– – ﹤0.01% 379
2018
Q2 		$7K Sell
8
-2
-20% -$1.76K ﹤0.01% 392
2018
Q1 		$8K Buy
+10
New +$8.26K ﹤0.01% 360
2015
Q4 		– Sell
-250
Closed -$187K – 601
2015
Q3 		$187K Hold
250
– – 0.06% 324
2015
Q2 		$164K Buy
250
+50
+25% +$33.2K 0.05% 363
2015
Q1 		$137K Sell
200
-100
-33% -$66K 0.04% 375
2014
Q4 		$189K Sell
300
-300
-50% -$191K 0.05% 332
2014
Q3 		$378K Sell
600
-100
-14% -$62.4K 0.12% 129
2014
Q2 		$426K Buy
700
+100
+17% +$59.6K 0.1% 117
2014
Q1 		$360K Buy
+600
New +$350K 0.1% 138

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

Hillsdale Investment Management's WTM Position: Q2 2026 in Review

Hillsdale Investment Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 8 shares — an estimated $17.6K sold.

Hillsdale Investment Management first reported a position in WTM in Q1 2014 and held it in 20 quarters. The position peaked at $426K in Q2 2014. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Hillsdale Investment Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 8 White Mountains Insurance shares in Q2 2026, an estimated $17.6K.
  • Hillsdale Investment Management first reported a position in White Mountains Insurance in Q1 2014 and held it in 20 quarters.
  • Hillsdale Investment Management's White Mountains Insurance position peaked at $426K in Q2 2014.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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