Holocene Advisors
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Holocene Advisors’s White Mountains Insurance WTM Stock Holding History

Holocene 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 		– Sell
-998
Closed -$2.07M – 995
2025
Q4 		$2.07M Buy
998
+159
+19% +$311K ﹤0.01% 500
2025
Q3 		$1.4M Buy
+839
New +$1.5M ﹤0.01% 582
2024
Q1 		– Sell
-424
Closed -$638K – 890
2023
Q4 		$638K Buy
+424
New +$630K ﹤0.01% 627
2022
Q3 		– Sell
-415
Closed -$517K – 979
2022
Q2 		$517K Sell
415
-2,175
-84% -$2.53M ﹤0.01% 711
2022
Q1 		$2.94M Buy
2,590
+119
+5% +$125K 0.02% 400
2021
Q4 		$2.5M Hold
2,471
– – 0.01% 469
2021
Q3 		$2.64M Sell
2,471
-602
-20% -$672K 0.01% 478
2021
Q2 		$3.53M Buy
3,073
+2,267
+281% +$2.65M 0.02% 443
2021
Q1 		$899K Buy
806
+273
+51% +$305K 0.01% 704
2020
Q4 		$533K Buy
+533
New +$501K ﹤0.01% 630
2020
Q2 		– Sell
-487
Closed -$443K – 803
2020
Q1 		$443K Sell
487
-1,046
-68% -$1.08M ﹤0.01% 569
2019
Q4 		$1.71M Buy
1,533
+728
+90% +$794K 0.02% 446
2019
Q3 		$869K Buy
+805
New +$859K 0.01% 517

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

Holocene Advisors's WTM Position: Q1 2026 in Review

Holocene Advisors sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 998 shares — an estimated $2.07M sold.

Holocene Advisors first reported a position in WTM in Q3 2019 and held it in 13 quarters. The position peaked at $3.53M in Q2 2021. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Holocene Advisors reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 998 White Mountains Insurance shares in Q1 2026, an estimated $2.07M.
  • Holocene Advisors first reported a position in White Mountains Insurance in Q3 2019 and held it in 13 quarters.
  • Holocene Advisors's White Mountains Insurance position peaked at $3.53M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.