Hotchkis & Wiley Capital Management’s White Mountains Insurance WTM Stock Holding History

Hotchkis & Wiley 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 Q1	$13.3M	Sell	6,048 -704	-10%	-$1.51M	0.04%	142
2025 Q4	$14M	Sell	6,752 -354	-5%	-$692K	0.04%	143
2025 Q3	$11.9M	Buy	7,106 +237	+3%	+$423K	0.04%	214
2025 Q2	$12.3M	Sell	6,869 -24	-0.3%	-$42.7K	0.04%	194
2025 Q1	$13.3M	Sell	6,893 -473	-6%	-$890K	0.04%	141
2024 Q4	$14.3M	Buy	7,366 +610	+9%	+$1.15M	0.05%	152
2024 Q3	$11.5M	Sell	6,756 -188	-3%	-$328K	0.04%	197
2024 Q2	$12.6M	Buy	6,944 +244	+4%	+$432K	0.04%	154
2024 Q1	$12M	Sell	6,700 -970	-13%	-$1.63M	0.04%	190
2023 Q4	$11.5M	Buy	7,670 +470	+7%	+$699K	0.04%	188
2023 Q3	$10.8M	Buy	7,200 +1,404	+24%	+$2.16M	0.04%	170
2023 Q2	$8.05M	Buy	5,796 +253	+5%	+$356K	0.03%	254
2023 Q1	$7.64M	Buy	5,543 +200	+4%	+$287K	0.03%	236
2022 Q4	$7.56M	Buy	+5,343	New	+$7.24M	0.03%	230
2022 Q3	–	Sell	-6,297	Closed	-$7.85M	–	556
2022 Q2	$7.85M	Sell	6,297 -1,203	-16%	-$1.4M	0.03%	221
2022 Q1	$8.52M	Buy	7,500 +660	+10%	+$691K	0.03%	224
2021 Q4	$6.93M	Buy	+6,840	New	+$7.23M	0.02%	280
2019 Q2	–	Sell	-4,542	Closed	-$4.2M	–	508
2019 Q1	$4.2M	Buy	4,542 +2,230	+96%	+$2.02M	0.02%	247
2018 Q4	$1.98M	Sell	2,312 -371	-14%	-$331K	0.01%	335
2018 Q3	$2.51M	Buy	2,683 +729	+37%	+$676K	0.01%	339
2018 Q2	$1.77M	Buy	+1,954	New	+$1.72M	0.01%	347
2016 Q1	–	Sell	-145,759	Closed	-$106M	–	188
2015 Q4	$106M	Sell	145,759 -23,100	-14%	-$17.7M	0.43%	67
2015 Q3	$126M	Sell	168,859 -80,521	-32%	-$57.9M	0.51%	60
2015 Q2	$163M	Sell	249,380 -200	-0.1%	-$133K	0.58%	57
2015 Q1	$171M	Buy	249,580 +1,512	+0.6%	+$997K	0.59%	54
2014 Q4	$156M	Sell	248,068 -9,218	-4%	-$5.86M	0.55%	61
2014 Q3	$162M	Buy	257,286 +808	+0.3%	+$504K	0.59%	54
2014 Q2	$156M	Buy	256,478 +21,097	+9%	+$12.6M	0.55%	58
2014 Q1	$141M	Buy	235,381 +37,480	+19%	+$21.9M	0.52%	59
2013 Q4	$119M	Buy	+197,901	New	+$117M	0.51%	63

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management's WTM Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management reduced its White Mountains Insurance (WTM) stake by 10% in Q1 2026, selling an estimated $1.51M and leaving 6,048 shares worth $13.3M. The position accounts for 0.04% of the portfolio, ranked #142.

Hotchkis & Wiley Capital Management first reported a position in WTM in Q4 2013 and has held it in 30 quarters since. The position peaked at $171M in Q1 2015. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Hotchkis & Wiley Capital Management held 6,048 shares of White Mountains Insurance worth $13.3M as of Q1 2026.
Hotchkis & Wiley Capital Management sold 704 White Mountains Insurance shares in Q1 2026, an estimated $1.51M.
White Mountains Insurance made up 0.04% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #142 holding.
Hotchkis & Wiley Capital Management first reported a position in White Mountains Insurance in Q4 2013 and has held it in 30 quarters since.
Hotchkis & Wiley Capital Management's White Mountains Insurance position peaked at $171M in Q1 2015.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.